Top 50 Contango Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.64% | 17.9K | $11.7M | -24.49%(-5.79K) | $677.12(+10.53%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 12.2% | 221.7K | $10.4M | -20.08%(-55.70K) | $47.45(-1.50%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 9.4% | 138.2K | $8.0M | -1.65%(-2.32K) | $60.01(+11.87%) | 2026-03-31 | |
| TWLO | TWILIO INC | 5.81% | 39.5K | $5.0M | +0.00%(+0) | $121.17(+72.75%) | 2026-03-31 | |
| BRTR | BLACKROCK ETF TRUST II | 5.46% | 93.2K | $4.7M | +47.70%(+30.09K) | $50.75(-1.33%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.74% | 66.2K | $4.1M | -31.04%(-29.81K) | $63.05(+14.17%) | 2026-03-31 | |
| VOTE | TCW ETF TRUST | 4.47% | 50.2K | $3.8M | -39.43%(-32.66K) | $79.35(+10.77%) | 2026-03-31 | |
| IVLU | ISHARES TR | 3.24% | 69.9K | $2.8M | -15.04%(-12.37K) | $36.76(+15.11%) | 2026-03-31 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 3.24% | 38.6K | $2.8M | new | $73.25(+9.12%) | 2026-03-31 | |
| OEF | ISHARES TR | 2.34% | 6.3K | $2.0M | new | $330.52(+10.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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