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.
WOLFF WIESE MAGANA LLC (CIK 1832097) reported $181.2M across 971 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($6.9M, 3.82%), IJR ($4.9M, 2.71%), MSFT ($4.6M, 2.55%), AVGO ($4.2M, 2.33%), AAPL ($4.2M, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $6.9M | 3.82% | 39,742 | Trimmed |
| 2 | IJR | ISHARES TR | $4.9M | 2.71% | 39,577 | Added |
| 3 | MSFT | MICROSOFT CORP | $4.6M | 2.55% | 12,493 | Added |
| 4 | AVGO | BROADCOM INC | $4.2M | 2.33% | 13,666 | Trimmed |
| 5 | AAPL | APPLE INC | $4.2M | 2.31% | 16,530 | Added |
| 6 | ABBV | ABBVIE INC | $4.1M | 2.28% | 18,992 | Added |
| 7 | V | VISA INC | $4.0M | 2.20% | 13,176 | Added |
| 8 | AMGN | AMGEN INC | $3.9M | 2.15% | 11,092 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $3.9M | 2.13% | 43,615 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $3.6M | 2.01% | 12,385 | Added |
| 11 | RTX | RTX CORPORATION | $3.5M | 1.92% | 18,013 | Added |
| 12 | CSCO | CISCO SYS INC | $3.4M | 1.87% | 43,640 | Added |
| 13 | DVY | ISHARES TR | $3.4M | 1.85% | 22,140 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $3.3M | 1.83% | 5,541 | Added |
| 15 | WMT | WALMART INC | $3.0M | 1.68% | 24,430 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO | $3.0M | 1.67% | 9,993 | Added |
| 17 | PEAK | HEALTHPEAK PROPERTIES INC | $2.9M | 1.61% | 177,172 | Added |
| 18 | AMZN | AMAZON COM INC | $2.9M | 1.61% | 13,966 | Trimmed |
| 19 | PEP | PEPSICO INC | $2.9M | 1.59% | 18,603 | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $2.8M | 1.55% | 8,295 | Trimmed |
| 21 | MS | MORGAN STANLEY | $2.6M | 1.44% | 15,810 | Added |
| 22 | GLD | SPDR GOLD TR | $2.4M | 1.35% | 5,667 | Added |
| 23 | HBAN | HUNTINGTON BANCSHARES INC | $2.4M | 1.35% | 156,428 | Added |
| 24 | KO | COCA COLA CO | $2.4M | 1.35% | 32,132 | Added |
| 25 | DUK | DUKE ENERGY CORP NEW | $2.4M | 1.32% | 18,327 | Added |
Source: SEC Form 13F filings · as of 2026-03-31