Top 50 Manske Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.55% | 190.9K | $70.7M | +2.93%(+5.44K) | $292.02(+30.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.81% | 94.7K | $27.4M | -1.62%(-1.56K) | $232.36(+31.98%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.15% | 234.4K | $16.7M | +8.66%(+18.69K) | $53.03(+37.64%) | 2026-06-30 | |
| GAL | SSGA ACTIVE ETF TR | 3.02% | 230.3K | $12.2M | -1.36%(-3.17K) | $44.86(+19.70%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.01% | 50.9K | $12.1M | -0.95%(-486) | $204.19(+34.65%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.64% | 30.1K | $10.6M | -1.92%(-588) | $182.80(+91.73%) | 2026-06-30 | |
| PGX | INVESCO EXCH TRADED FD TR II | 2.02% | 751.3K | $8.1M | +13.07%(+86.87K) | $11.69(-8.71%) | 2026-06-30 | |
| JPME | J P MORGAN EXCHANGE TRADED F | 1.96% | 63.4K | $7.9M | +5.92%(+3.54K) | $105.08(+21.63%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 1.74% | 144.8K | $7.0M | +21.59%(+25.72K) | $47.97(-0.04%) | 2026-06-30 | |
| SHYG | ISHARES TR | 1.53% | 145.1K | $6.2M | +24.47%(+28.53K) | $42.81(-1.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +20.59% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +18.70% |
Manske Wealth Management reports $402.70M in US-listed equity holdings across 226 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.6%), AAPL (6.8%) and VEA (4.2%). The top 20 holdings account for 55.98% of reported assets. Its disclosed equity book has returned +20.59% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Manske Wealth Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095143). View Manske Wealth Managementโs 13F filings on SEC