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

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% Held
BRTR 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

Filed Jun 9, 2026, compared with the Jun 9, 2026 filing
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

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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