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Showing Q3 2024 data
9258 Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
9258 Wealth Management, LLC
•CIK: 1766506•Filing: Q3 2024
**9258 Wealth Management, LLC** manages $677M across a diversified portfolio of 356 positions. The fund exhibits significant concentration in technology and established growth names, notably holding NVDA at $51.2M and AAPL at $24.5M. Key allocations also include SPYG ($24.9M), IWY ($22.9M), and PG ($20.9M), suggesting a focus on large-cap growth and defensive quality. This structure indicates a systematic approach targeting established market leaders.
Total AUM
$676.5M
QoQ Performance
+4.1%
Positions
356
Top 10 Concentration
36.4%
Latest Filing
Q3 2024
Top Holdings Allocation
NVDA
NVDA7.6%
SPYG3.7%
AAPL3.6%
IWY3.4%
PG3.1%
MSFT2.9%
DGRO2.7%
SPYM2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.8%
Technology21.4%
Healthcare3.7%
Financial3.2%
Consumer3.2%
Industrial2.9%
ETF2.0%
Energy1.2%
🚪 Exited Positionssold since Q2 2024
+139 more exited positions
Changes from Q2 2024
NEW2 new positions
↑76 increased
↓104 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023