Foguth Wealth Management, LLC.
โขCIK: 2016322โขFiling: Q4 2025
**Foguth Wealth Management, LLC.** manages $645M across a diversified portfolio of 175 positions. The strategy exhibits a notable tilt toward established market indices and income-generating assets, evidenced by top holdings including QQQM ($36.7M) and DIVB ($27.0M). Significant allocations are also directed toward broad market exposure via SPY ($25.3M) and sector-specific plays like XLK ($25.0M). This structure suggests a disciplined approach balancing growth potential with consistent yield generation.
Total AUM
$645.1M
QoQ Performance
N/A
Positions
96
Top 10 Concentration
35.6%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM
QQQM5.7%
DIVB4.2%
SPY3.9%
XLK3.9%
QYLD3.4%
SPYV3.4%
AGG3.2%
MOAT2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other89.5%
ETF4.3%
Technology3.6%
Consumer1.4%
Consumer Staples0.3%
Healthcare0.3%
Financial0.2%
Communication0.2%
๐ช Exited Positionssold since Q2 2025
+2 more exited positions
Changes from Q2 2025
NEW43 new positions
โ74 increased
โ52 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024