Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CORRECT CAPITAL WEALTH MANAGEMENT (CIK 1844835) reported $535.7M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVDE ($67.7M, 12.64%), ITOT ($64.8M, 12.10%), AVUS ($40.3M, 7.52%), FBND ($39.8M, 7.42%), PYLD ($30.1M, 5.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $67.7M | 12.64% | 798,188 | Added |
| 2 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $64.8M | 12.10% | 454,946 | Added |
| 3 | AVUS | AVANTIS U.S. EQUITY ETF | $40.3M | 7.52% | 362,493 | Added |
| 4 | FBND | FIDELITY TOTAL BOND ETF | $39.8M | 7.42% | 871,474 | Added |
| 5 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $30.1M | 5.63% | 1.2M | Added |
| 6 | QQQM | INVESCO NASDAQ 100 ETF | $29.6M | 5.52% | 124,413 | Added |
| 7 | UBND | VICTORYSHARES CORE PLUS BOND ETF | $25.4M | 4.74% | 1.2M | Added |
| 8 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $24.0M | 4.48% | 217,059 | Trimmed |
| 9 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $22.4M | 4.18% | 277,692 | Trimmed |
| 10 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $17.6M | 3.29% | 208,215 | Trimmed |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $11.6M | 2.16% | 17,787 | Trimmed |
| 12 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $10.9M | 2.03% | 154,882 | Trimmed |
| 13 | PULS | PGIM ULTRA SHORT BOND ETF | $9.3M | 1.74% | 187,894 | Trimmed |
| 14 | PROCAP FINL INC COM SHS | $7.9M | 1.48% | 3.8M | New | |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.8M | 1.27% | 14,161 | Trimmed |
| 16 | AAPL | APPLE INC COM | $6.6M | 1.23% | 25,975 | Added |
| 17 | MSFT | MICROSOFT CORP COM | $6.0M | 1.13% | 16,311 | Added |
| 18 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $5.1M | 0.95% | 129,460 | Trimmed |
| 19 | AMZN | AMAZON COM INC COM | $4.9M | 0.92% | 23,635 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP COM | $3.9M | 0.73% | 23,144 | Trimmed |
| 21 | META | META PLATFORMS INC CL A | $3.8M | 0.72% | 6,713 | Added |
| 22 | CRM | SALESFORCE INC COM | $3.6M | 0.67% | 19,358 | Added |
| 23 | JNJ | JOHNSON & JOHNSON COM | $3.6M | 0.67% | 14,587 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO COM | $3.6M | 0.66% | 12,105 | Trimmed |
| 25 | GS | GOLDMAN SACHS GROUP INC COM | $3.3M | 0.61% | 3,868 | Added |
Source: SEC Form 13F filings · as of 2026-03-31