StockDriftsStockDriftsTop 50 Wolff Wiese Magana LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 4.32% | 8.1K | $9.4M | -1.95%(-162) | $207.06(+390.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 36.2K | $7.2M | -8.91%(-3.54K) | $13.54(+1569.59%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.87% | 21.6K | $6.2M | +30.38%(+5.02K) | $167.41(+82.42%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.73% | 40.0K | $5.9M | +1.04%(+413) | $112.34(+33.49%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.65% | 49.1K | $5.8M | +12.45%(+5.43K) | $56.50(+100.96%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.31% | 13.3K | $5.0M | -2.50%(-342) | $96.54(+307.87%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.11% | 18.3K | $4.6M | -3.82%(-725) | $117.34(+112.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.09% | 12.2K | $4.5M | -2.39%(-298) | $245.17(+98.26%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.08% | 46.8K | $4.5M | +7.32%(+3.19K) | $84.67(+15.52%) | 2026-06-30 | |
| V | VISA INC | 2.02% | 12.8K | $4.4M | -2.96%(-390) | $228.07(+58.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.32% | +87.54% | +13.35% | +87.15% |
| Top 20 Holdings Unweighted | +24.60% | +93.43% | +13.58% | +89.00% |
Wolff Wiese Magana LLC reports $217.45M in US-listed equity holdings across 1,027 positions in its most recent 13F filing. Its largest disclosed positions are MU (4.3%), NVDA (3.3%) and AAPL (2.9%). The top 20 holdings account for 42.72% of reported assets. Its disclosed equity book has returned +87.54% on a three-year cumulative basis. 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 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