Foguth Wealth Management, LLC.

All 13F Filings

Location
Brighton, MI
Most recent 13F
Q2 2026
Holdings value ($000)
878,924
Description
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Website
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Founded
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Chairman
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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 7/21/2026 213 878,924 13F-HR Foguth Wealth Management, LLC.
Q1 2026 6/1/2026 211 857,259 13F-HR Foguth Wealth Management, LLC.
Q4 2025 1/5/2026 175 645,140 13F-HR Foguth Wealth Management, LLC.
Q2 2025 7/22/2025 139 467,413 13F-HR Foguth Wealth Management, LLC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 131.9 K 15.0% 5.102 K 0 5.102 K
ETFs 742.1 K 84.4% 18.45 K 0 18.45 K
Debt 4.924 K 0.6% 0 1.879 K -1.879 K
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
878,924
Holdings
213
QoQ value change ($000)
21,665 (2.5%)
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.