StockDriftsStockDriftsTop 50 Wolff Wiese Magana LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 3.92% | 8.0K | $8.5M | -1.30%(-106) | $207.06(+337.03%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.8% | 36.3K | $8.3M | +0.20%(+74) | $13.95(+1456.25%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.32% | 21.8K | $7.2M | +0.98%(+212) | $168.81(+103.16%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 12.5K | $6.4M | +2.30%(+281) | $249.62(+113.73%) | 2026-09-30 | |
| IJR | ISHARES TR | 2.58% | 41.3K | $5.6M | +3.30%(+1.32K) | $113.29(+19.89%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 2.45% | 49.6K | $5.3M | +1.08%(+532) | $57.11(+86.50%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.28% | 7.1K | $5.0M | +13.99%(+872) | $568.45(+23.95%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.19% | 13.6K | $4.8M | +2.12%(+282) | $102.09(+227.74%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 2.18% | 18.2K | $4.8M | -0.30%(-54) | $117.34(+140.90%) | 2026-09-30 | |
| V | VISA INC | 2.1% | 12.7K | $4.6M | -0.34%(-43) | $228.07(+76.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.41% | +97.24% | +14.10% | +93.42% |
| Top 20 Holdings Unweighted | +27.14% | +105.51% | +14.53% | +97.08% |
Wolff Wiese Magana LLC reports $218.08M in US-listed equity holdings across 1,038 positions in its most recent 13F filing. Its largest disclosed positions are MU (3.9%), NVDA (3.8%) and AAPL (3.3%). The top 20 holdings account for 43.78% of reported assets. Its disclosed equity book has returned +97.24% on a three-year cumulative basis. Figures reflect the Q3 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 Wolff Wiese Magana LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832097). View Wolff Wiese Magana LLC’s 13F filings on SEC