Wagner Wealth Management, Corp
All 13F Filings
- Location
- Conyngham, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,399
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 103 | 111,399 | 13F-HR | Wagner Wealth Management, Corp |
| Q4 2025 | 2/12/2026 | 114 | 101,349 | 13F-HR | Wagner Wealth Management, Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.28 K | 43.6% | 0 | 31.13 K | -31.13 K |
| ETFs | 62.41 K | 56.4% | 44.36 K | 0 | 44.36 K |
| Debt | 0 | 0.0% | 0 | 246 | -246 |
| Other | 0 | 0.0% | 0 | 372 | -372 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
111,399
Holdings
103
QoQ value change ($000)
10,050
(9.9%)
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.