Wagner Wealth Management, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 470,559
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 266 | 470,559 | 13F-HR | Wagner Wealth Management, LLC |
| Q3 2025 | 10/21/2025 | 249 | 430,911 | 13F-HR | Wagner Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 255 | 438,531 | 13F-HR | Wagner Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 371.5 K | 79.0% | 32.52 K | 0 | 32.52 K |
| ETFs | 96.88 K | 20.6% | 7.569 K | 0 | 7.569 K |
| Debt | 2.004 K | 0.4% | 0 | 446 | -446 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
470,559
Holdings
266
QoQ value change ($000)
39,648
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.