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 $402.7M across 226 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($70.7M, 17.55%), AAPL ($27.4M, 6.81%), VEA ($16.7M, 4.15%), GAL ($12.2M, 3.02%), AMZN ($12.1M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $70.7M | 17.55% | 190,946 | Added |
| 2 | AAPL | APPLE INC | $27.4M | 6.81% | 94,727 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $16.7M | 4.15% | 234,410 | Added |
| 4 | GAL | SSGA ACTIVE ETF TR | $12.2M | 3.02% | 230,349 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $12.1M | 3.01% | 50,870 | Trimmed |
| 6 | GOOG | ALPHABET INC | $10.6M | 2.64% | 30,094 | Trimmed |
| 7 | PGX | INVESCO EXCH TRADED FD TR II | $8.1M | 2.02% | 751,282 | Added |
| 8 | JPME | J P MORGAN EXCHANGE TRADED F | $7.9M | 1.96% | 63,388 | Added |
| 9 | JPIB | J P MORGAN EXCHANGE TRADED F | $7.0M | 1.74% | 144,822 | Added |
| 10 | SHYG | ISHARES TR | $6.2M | 1.53% | 145,122 | Added |
| 11 | MSFT | MICROSOFT CORP | $6.0M | 1.49% | 16,101 | Added |
| 12 | SCHZ | SCHWAB STRATEGIC TR | $5.8M | 1.44% | 251,298 | Added |
| 13 | QQQ | INVESCO QQQ TR | $5.2M | 1.30% | 7,126 | Added |
| 14 | XOM | EXXON MOBIL CORP | $5.0M | 1.24% | 36,592 | Trimmed |
| 15 | FNDA | SCHWAB STRATEGIC TR | $4.8M | 1.18% | 125,370 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $4.7M | 1.17% | 23,547 | Trimmed |
| 17 | BTI | BRITISH AMERN TOB PLC | $4.0M | 0.99% | 64,784 | Added |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $3.8M | 0.95% | 90,096 | Added |
| 19 | CVS | CVS HEALTH CORP | $3.7M | 0.92% | 35,676 | Trimmed |
| 20 | C | CITIGROUP INC | $3.5M | 0.87% | 25,126 | Trimmed |
| 21 | RIO | RIO TINTO PLC | $3.5M | 0.86% | 36,440 | Trimmed |
| 22 | REET | ISHARES TR | $3.5M | 0.86% | 125,725 | Added |
| 23 | YLD | PRINCIPAL EXCHANGE TRADED FD | $3.3M | 0.83% | 174,477 | Trimmed |
| 24 | SCHC | SCHWAB STRATEGIC TR | $3.4M | 0.83% | 69,875 | Added |
| 25 | INKM | SSGA ACTIVE ETF TR | $3.2M | 0.80% | 93,301 | Added |
Source: SEC Form 13F filings · as of 2026-06-30