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CIK: 0002095143
Total reported value
$402.7M
$402.7M
214 檔
29.8%
The Q4 2025 SEC filing reveals that Manske Wealth Management held a total portfolio value of $402.7M, covering 214 public equity positions.
In Q4 2025, Manske Wealth Management displayed an active expansion posture, initiating 16 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.17% | +0.88% | +0.35% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.00% | -0.04% | -0.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.56% | +0.28% | +0.07% | |
| 4 | GAL | Ss Global Allocation ETF | ETF-Other | 3.41% | -0.22% | -0.74% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | +0.01% | +0.04% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.75% | +0.17% | -0.46% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.15% | +0.19% | |
| 8 | PGX | Invesco Preferred ETF | ETF-Other | 1.96% | -0.01% | -1.01% | |
| 9 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.76% | +0.04% | +1.94% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.60% | +0.14% | +1.89% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.48% | -0.03% | +7.49% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.51% | +0.06% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.24% | +0.15% | +2.63% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.20% | +0.02% | -0.55% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | +0.20% | +2.22% | |
| 16 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.09% | -0.07% | -2.13% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.25% | +3.27% | |
| 18 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.00% | -0.11% | -0.01% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.00% | -0.37% | +0.03% | |
| 20 | C | Citigroup Inc | Stock-Financials | 0.93% | +0.04% | -7.10% | |
| 21 | INKM | Ss Income Allocation ETF | ETF-Other | 0.88% | -0.08% | +10.51% | |
| 22 | REET | Ishares Global Reit ETF | ETF-Other | 0.88% | — | +0.20% | |
| 23 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.86% | -0.10% | -1.02% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.86% | -0.07% | +12.03% | |
| 25 | CVS | Cvs Health CORP | Stock-Healthcare | 0.86% | +0.19% | -1.03% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.80% | -0.01% | -1.08% | |
| 27 | USB | US Bancorp | Stock-Financials | 0.72% | +0.04% | -0.67% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.72% | +0.03% | +9.32% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.69% | +0.04% | +2.27% | |
| 30 | IDV | Ishares International Select | ETF-Other | 0.67% | -0.10% | -0.17% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.66% | -0.03% | -6.52% | |
| 32 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.66% | -0.45% | -3.35% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.64% | -0.03% | +0.30% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.04% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.01% | -1.52% | |
| 36 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.60% | -0.04% | -0.35% | |
| 37 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.57% | -0.11% | -3.61% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.07% | +3.91% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.02% | -0.88% | |
| 40 | TTE | TotalEnergies SE | Stock-Other | 0.52% | -0.17% | — | |
| 41 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.52% | -0.07% | -3.57% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | -0.01% | -1.04% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.18% | +7.60% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.47% | +0.02% | +15.00% | |
| 45 | ET | Energy Transfer LP | Stock-Energy | 0.45% | -0.06% | +6.48% | |
| 46 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.44% | -0.09% | -5.19% | |
| 47 | F | Ford Motor Co | Stock-Consumer Disc | 0.43% | +0.03% | -0.60% | |
| 48 | GIS | General Mills Inc | Stock-Consumer Staples | 0.43% | +0.02% | +2.10% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.02% | +35.06% | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.41% | -0.19% | -1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | -0.46% | Trim |
| 2 | AAPL | Apple Inc | +0.2% | -0.83% | Trim |
| 3 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.02% | Trim |
| 4 | OMC | Omnicom Group | +0.1% | +191.27% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.1% | +14.03% | Add |
| 6 | CMCSA | Comcast Corp-class A | +0.1% | +35.06% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.08% | Add |
| 8 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +12.03% | Add |
| 9 | UPS | United Parcel Service-cl B | +0.1% | -1.04% | Trim |
| 10 | INKM | Ss Income Allocation ETF | +0.1% | +10.51% | Add |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | +0.60% | Add |
| 12 | TAP | Molson Coors Beverage Co - B | +0.1% | +64.37% | Add |
| 13 | SLB | Slb LTD | +0.1% | +27.69% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +0.04% | Add |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +7.49% | Add |
| 16 | XOM | Exxon Mobil CORP | 0% | +0.06% | Add |
| 17 | USB | US Bancorp | 0% | -0.67% | Trim |
| 18 | MUNI | Pimco Intermediate Municipal | 0% | +9.32% | Add |
| 19 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +15.00% | Add |
| 20 | C | Citigroup Inc | 0% | -7.10% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | +0.07% | Add |
| 22 | ARKW | Ark Next Generation Internet | -0.1% | -5.01% | Trim |
| 23 | HD | Home Depot Inc | -0.1% | +0.32% | Add |
| 24 | PSKY | Paramount Skydance Cl B | -0.1% | -50.06% | Trim |
| 25 | BCI | Abrdn Bloomberg All Commodit | -0.1% | -3.57% | Trim |
| 26 | LYB | LyondellBasell Industries N.V. | -0.1% | -3.35% | Trim |
| 27 | PGX | Invesco Preferred ETF | -0.2% | -1.01% | Trim |
| 28 | T | At&t Inc | -0.2% | +0.03% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +0.35% | Add |
| 30 | MSFT | Microsoft CORP | -0.2% | +0.19% | Add |
| 31 | TTE | TotalEnergies SE | — | NEW | New buy |
| 32 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 34 | KEL | Kellanova | — | EXIT | Sold out |
| 35 | UL | Unilever PLC | — | EXIT | Sold out |
| 36 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 37 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 38 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 40 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 41 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 42 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 43 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 44 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 45 | IVZ | Invesco Ltd. | — | NEW | New buy |
| 46 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | NEW | New buy |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | — | NEW | New buy |
| 49 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Manske Wealth Management reported a total U.S. public equity portfolio value of $402.7M across 214 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, VEA) accounted for 29.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $1.8M
Top Position Liquidated / Trimmed
TTEN
前期市值: $1.6M
During Q4 2025, Manske Wealth Management's top holdings by market value included VTI (17.2%)、AAPL (8.0%)、VEA (3.6%). The largest single position, VTI, represented 17.2% of total portfolio value.
In Q4 2025, Manske Wealth Management made 50 total portfolio adjustments, initiating 16 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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