account_balance
Investment manager · 13F filer · SEC CIK 2137383
Contango Wealth Management LLC
Reported value$85.6Mas of Mar 31, 2026
Positions52 16 new, 3 sold out
Top 10 weight64.5%IVV alone is 14%
FiledJun 970 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.6%Trimmed −24%
JCPBJ P Morgan Exchange Traded F
12.2%Trimmed −20%
DYNFBlackRock ETF Trust
9.4%
TWLOTwilio Inc
5.8%
BRTRBlackRock ETF Trust II
5.5%Added +48%
JQUAJ P Morgan Exchange Traded F
4.7%Trimmed −31%
VOTETCW ETF Trust
4.5%Trimmed −39%
IVLUiShares Tr
3.2%Trimmed −15%
JPEFJ P Morgan Exchange Traded F
3.2%New
OEFiShares Tr
2.3%
THROBlackRock ETF Trust
2.3%
BAI2.2%
IVViShares Tr
13.6%Trimmed −24%
JCPBJ P Morgan Exchange Traded F
12.2%Trimmed −20%
DYNFBlackRock ETF Trust
9.4%
TWLOTwilio Inc
5.8%
BRTRBlackRock ETF Trust II
5.5%+48%
JQUAJ P Morgan Exchange Traded F
4.7%
VOTETCW ETF Trust
4.5%
IVLU3.2%
JPEF3.2%
OEF
THRO
BAI2.2%
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
IVV iShares Tr 13.6% Trimmed −24%
JCPB J P Morgan Exchange Traded F 12.2% Trimmed −20%
DYNF BlackRock ETF Trust 9.4% Held
TWLO Twilio Inc 5.8% HeldBRTR BlackRock ETF Trust II 5.5% Added +48%
JQUA J P Morgan Exchange Traded F 4.7% Trimmed −31%
VOTE TCW ETF Trust 4.5% Trimmed −39%
IVLU iShares Tr 3.2% Trimmed −15%
JPEF J P Morgan Exchange Traded F 3.2% New
OEF iShares Tr 2.3% New
THRO BlackRock ETF Trust 2.3% New
BAI BlackRock ETF Trust 2.2% Added +189%
What changed
Biggest moves since Dec 31, 2025
add_circleNew
- JPEF $2.77M
- OEF $2M
- THRO $1.94M
- TLH $1.79M
arrow_upwardAdded
- EPI +319%
- BAI +189%
- IAU +136%
- IEMG +70%
arrow_downwardTrimmed
- FLXR −86%
- INTF −82%
- EUSB −77%
- GSIE −67%
remove_circleSold out
- JPST $745K
- EFA $362K
- RWR $203K
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