account_balance

Investment manager · 13F filer · SEC CIK 1940000

Wellment Financial

Reported value$92.9Mas of Sep 30, 2026
Positions39 5 new, 3 sold out
Top 10 weight69.1%MAYW alone is 11%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MAYW Aim ETF Products Trust 10.6% Added +5%
ONEZ Elevation Series Trust 10.3% Added +2%
SIXD Aim ETF Products Trust 7.9% Held
JUNW Aim ETF Products Trust 6.9% Added +4%
JANW Aim ETF Products Trust 6.8% Added +5%
FEBW Aim ETF Products Trust 5.9% Added +5%
MAYT Aim ETF Products Trust 5.5% Held
DECW Aim ETF Products Trust 5.4% Added +5%
BILZ Pimco ETF Tr 5.2% Trimmed −7%
GMAY First Tr Exchng Traded Fd Vi 4.8% Trimmed −15%
DECT Aim ETF Products Trust 4.2% Trimmed −3%
JUNT Aim ETF Products Trust 3.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • JUNP $1.6M
  • GOOGL $293K
  • IVV $270K
  • PSTP $239K
arrow_upwardAdded
arrow_downwardTrimmed
  • GMAY −15%
  • BILZ −7%
  • TUA −6%
  • DYNF −6%
remove_circleSold out
  • ZJUN $223K
  • DECU $221K
  • IVW $201K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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