Manske Wealth Management
CIK: 0002095143SEC EDGAR →
Portfolio Value
$338.4B
Holdings
214
As of
Q4 2025
New Positions
202
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 173,282 | $58.1B | 17.17% |
| 2 | APPLE INC | 99,528 | $27.1B | 8.00% |
| 3 | VANGUARD TAX-MANAGED FDS | 192,916 | $12.1B | 3.56% |
| 4 | SSGA ACTIVE ETF TR | 233,261 | $11.5B | 3.41% |
| 5 | AMAZON COM INC | 48,948 | $11.3B | 3.34% |
| 6 | ALPHABET INC | 29,616 | $9.3B | 2.75% |
| 7 | MICROSOFT CORP | 14,883 | $7.2B | 2.13% |
| 8 | INVESCO EXCH TRADED FD TR II | 590,010 | $6.6B | 1.96% |
| 9 | J P MORGAN EXCHANGE TRADED F | 54,840 | $6.0B | 1.76% |
| 10 | J P MORGAN EXCHANGE TRADED F | 111,383 | $5.4B | 1.60% |
Quarterly Changes
Top Buys
New Positions (25)
$1.8B · 27K shares
$614.0M · 8K shares
$592.0M · 15K shares
$589.0M · 7K shares
$534.0M · 5K shares
$458.0M · 7K shares
$329.0M · 2K shares
$307.0M · 4K shares
$306.0M · 3K shares
$301.0M · 400 shares
$264.0M · 1K shares
$255.0M · 1K shares
$254.0M · 5K shares
$253.0M · 2K shares
$248.0M · 5K shares
$232.0M · 2K shares
$230.0M · 1K shares
$229.0M · 2K shares
$228.0M · 9K shares
$224.0M · 9K shares
$213.0M · 368 shares
$206.0M · 3K shares
$205.0M · 2K shares
$204.0M · 3K shares
$140.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $172.9B | 51.1% |
| Technology | 17 | $43.0B | 12.7% |
| Consumer Cyclical | 16 | $20.9B | 6.2% |
| Energy | 21 | $19.3B | 5.7% |
| Unknown | 15 | $19.1B | 5.6% |
| Communication Services | 10 | $18.0B | 5.3% |
| Healthcare | 17 | $13.5B | 4.0% |
| Consumer Defensive | 17 | $8.9B | 2.6% |
| Basic Materials | 6 | $6.8B | 2.0% |
| Industrials | 10 | $6.8B | 2.0% |
| Utilities | 9 | $5.0B | 1.5% |
| Real Estate | 8 | $4.1B | 1.2% |