Wagner Wealth Management, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 540,581
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 282 | 540,581 | 13F-HR | Wagner Wealth Management, LLC |
| Q1 2026 | 4/24/2026 | 279 | 495,216 | 13F-HR | Wagner Wealth Management, LLC |
| 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 | 176.6 K | 32.7% | 0 | 68.31 K | -68.31 K |
| ETFs | 362.3 K | 67.0% | 114 K | 0 | 114 K |
| Debt | 1.69 K | 0.3% | 0 | 136 | -136 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
540,581
Holdings
282
QoQ value change ($000)
45,365
(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.