FIRETHORN WEALTH PARTNERS, LLC
•CIK: 1845743•Filing: Q4 2025
**FIRETHORN WEALTH PARTNERS, LLC** manages $267M across a diversified portfolio of 190 positions. The fund exhibits significant concentration in specific names, notably holding JAAA at $23.1M and DFAC at $16.1M. Further allocations include substantial exposure to DFAU ($10.4M) and DYNF ($8.6M). This positioning suggests a tactical approach targeting specific sectors within its current mandate.
Total AUM
$267.3M
QoQ Performance
+5.5%
Positions
115
Top 10 Concentration
37.7%
Latest Filing
Q4 2025
Top Holdings Allocation
JAAA
DFAC
JAAA8.6%
DFAC6.0%
DFAU3.9%
DYNF3.2%
AAPL2.9%
IVW2.8%
IVE2.8%
IVV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.4%
Technology8.7%
Consumer3.4%
Financial3.0%
ETF2.6%
Industrial1.6%
Healthcare0.9%
Utilities0.8%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW13 new positions
↑73 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023