You're signed outSign in or to get full access.
Mascagni Wealth Management, Inc.
Mascagni Wealth Management, Inc. is a registered investment adviser headquartered in Clinton, Mississippi. The firm specializes in providing investment management and financial advisory services to individual and institutional clients. Mascagni Wealth Management was founded in 2001 and employs approximately 6 staff. The firm serves clients across Mississippi and potentially beyond, subject to registration and regulatory requirements.
Investment Strategy
Mascagni Wealth Management, Inc. focuses on tailored investment strategies for its clients, utilizing a mix of ETFs, equities, and fixed income instruments. The firm emphasizes diversification across asset classes and uses both passive and active management approaches to meet clients’ financial objectives. The portfolio construction process is guided by clients’ risk tolerance, goals, and time horizons, with an emphasis on rigorous analysis and prudent risk management.
Latest 13F Filing Activity
Mascagni Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 123 equity positions with a total 13F market value of $129M. The fund increased holdings in Capital Group Dividend Value Etf, Nvidia Corp., Ishares Convertible Bond Etf among other positions. Mascagni Wealth Management, Inc. reduced exposure to JPMorgan Hedged Equity Laddered Overlay Etf, Capital Group Large Core Eqty Etf, JPMorgan Small & Mid Cap Enhanced Equity Etf among others.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ICVT | ISHARES CONVERTIBLE BOND ETF | 5.60% | $7.2M | 72,453 | $85.92 | $100.05 | +$971.6K |
N NVDA | NVIDIA CORP | 4.34% | $5.6M | 30,068 | $136.95 | $186.58 | +$1.0M |
X XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 4.14% | $5.4M | 51,036 | $98.46 | $104.96 | -$81.0K |
A AAPL | APPLE INC COM | 3.98% | $5.1M | 20,217 | $250.04 | $254.63 | +$952.8K |
H HYDB | ISHARES HIGH YIELD BOND ETF | 3.64% | $4.7M | 98,398 | $47.04 | $47.85 | +$171.2K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more