Mascagni Wealth Management, Inc.
All 13F Filings
- Location
- Clinton, MS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 165,333
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 140 | 165,333 | 13F-HR | Mascagni Wealth Management, Inc. |
| Q2 2026 | 7/31/2026 | 142 | 160,968 | 13F-HR | Mascagni Wealth Management, Inc. |
| Q1 2026 | 5/19/2026 | 127 | 140,356 | 13F-HR | Mascagni Wealth Management, Inc. |
| Q4 2025 | 2/11/2026 | 126 | 134,172 | 13F-HR | Mascagni Wealth Management, Inc. |
| Q3 2025 | 10/15/2025 | 124 | 129,397 | 13F-HR | Mascagni Wealth Management, Inc. |
| Q2 2025 | 8/6/2025 | 121 | 117,407 | 13F-HR | Mascagni Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.78 K | 27.7% | 4.14 K | 0 | 4.14 K |
| ETFs | 119.6 K | 72.3% | 230 | 0 | 230 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
165,333
Holdings
140
QoQ value change ($000)
4,365
(2.7%)
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.