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.
WRAPMANAGER INC (CIK 1266014) reported $287.9M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($21.9M, 7.61%), SPDW ($20.0M, 6.94%), SPIB ($16.6M, 5.78%), SPMD ($12.0M, 4.15%), SPEM ($11.7M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $21.9M | 7.61% | 220,586 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $20.0M | 6.94% | 437,340 | Added |
| 3 | SPIB | SPDR SERIES TRUST | $16.6M | 5.78% | 495,717 | Added |
| 4 | SPMD | SPDR SERIES TRUST | $12.0M | 4.15% | 201,846 | Added |
| 5 | SPEM | SPDR INDEX SHS FDS | $11.7M | 4.08% | 250,076 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $10.8M | 3.75% | 61,886 | Trimmed |
| 7 | AAPL | APPLE INC | $9.3M | 3.23% | 36,654 | Added |
| 8 | SPSB | SPDR SERIES TRUST | $8.8M | 3.06% | 293,342 | Added |
| 9 | IEI | ISHARES TR | $8.7M | 3.03% | 73,563 | Added |
| 10 | SPYG | SPDR SERIES TRUST | $8.6M | 2.99% | 87,990 | Trimmed |
| 11 | SPSM | SPDR SERIES TRUST | $8.1M | 2.81% | 167,238 | Trimmed |
| 12 | ANGL | VANECK ETF TRUST | $7.9M | 2.73% | 273,636 | Added |
| 13 | MSFT | MICROSOFT CORP | $7.1M | 2.47% | 19,213 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $6.3M | 2.19% | 30,257 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $6.2M | 2.17% | 110,342 | Trimmed |
| 16 | ESGD | ISHARES TR | $5.8M | 2.01% | 60,417 | Added |
| 17 | QLTA | ISHARES TR | $5.2M | 1.80% | 108,783 | Added |
| 18 | AVGO | BROADCOM INC | $4.2M | 1.46% | 13,602 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $4.2M | 1.45% | 14,518 | Trimmed |
| 20 | GOOG | ALPHABET INC | $4.1M | 1.42% | 14,268 | Trimmed |
| 21 | META | META PLATFORMS INC | $3.3M | 1.15% | 5,795 | Added |
| 22 | IJH | ISHARES TR | $3.2M | 1.12% | 47,757 | Trimmed |
| 23 | TSLA | TESLA INC | $3.0M | 1.04% | 8,025 | Added |
| 24 | FLOT | ISHARES TR | $3.0M | 1.03% | 57,927 | Added |
| 25 | BAB | INVESCO EXCH TRADED FD TR II | $2.7M | 0.95% | 101,921 | Added |
Source: SEC Form 13F filings · as of 2026-03-31