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.
Manske Wealth Management (CIK 2095143) reported $357.0M across 215 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($59.5M, 16.67%), AAPL ($24.4M, 6.85%), VEA ($13.8M, 3.87%), GAL ($11.6M, 3.24%), AMZN ($10.7M, 3.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $59.5M | 16.67% | 185,502 | Added |
| 2 | AAPL | APPLE INC | $24.4M | 6.85% | 96,289 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $13.8M | 3.87% | 215,721 | Added |
| 4 | GAL | SSGA ACTIVE ETF TR | $11.6M | 3.24% | 233,519 | Added |
| 5 | AMZN | AMAZON COM INC | $10.7M | 3.00% | 51,356 | Added |
| 6 | GOOG | ALPHABET INC | $8.8M | 2.47% | 30,682 | Added |
| 7 | PGX | INVESCO EXCH TRADED FD TR II | $7.2M | 2.03% | 664,411 | Added |
| 8 | JPME | J P MORGAN EXCHANGE TRADED F | $6.9M | 1.92% | 59,844 | Added |
| 9 | XOM | EXXON MOBIL CORP | $6.3M | 1.75% | 36,883 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $5.8M | 1.64% | 15,800 | Added |
| 11 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.60% | 119,102 | Added |
| 12 | SCHZ | SCHWAB STRATEGIC TR | $5.2M | 1.47% | 225,655 | Added |
| 13 | SHYG | ISHARES TR | $4.9M | 1.38% | 116,590 | Added |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $4.3M | 1.20% | 85,079 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $4.2M | 1.16% | 23,835 | Added |
| 16 | FNDA | SCHWAB STRATEGIC TR | $4.1M | 1.16% | 127,565 | Trimmed |
| 17 | T | AT&T INC | $3.9M | 1.10% | 135,289 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $3.9M | 1.10% | 6,828 | Added |
| 19 | BTI | BRITISH AMERN TOB PLC | $3.8M | 1.06% | 64,773 | Trimmed |
| 20 | LYB | LYONDELLBASELL INDUSTRIES NV | $3.7M | 1.03% | 45,647 | Trimmed |
| 21 | RIO | RIO TINTO PLC | $3.4M | 0.96% | 36,625 | Added |
| 22 | YLD | PRINCIPAL EXCHANGE TRADED FD | $3.4M | 0.94% | 177,732 | Trimmed |
| 23 | INKM | SSGA ACTIVE ETF TR | $3.1M | 0.88% | 93,217 | Added |
| 24 | REET | ISHARES TR | $3.1M | 0.86% | 122,135 | Added |
| 25 | SPSB | SPDR SERIES TRUST | $3.0M | 0.85% | 100,712 | Added |
Source: SEC Form 13F filings · as of 2026-03-31