Wagner Wealth Management, LLC

Wagner Wealth Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 1728657, reporting 252 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: SC
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-21

Top 10 portfolio positions

The largest reported holdings in Wagner Wealth Management, LLC's most recent 13F filing, ranked by reported market value.

1. J P MORGAN EXCHANGE TRADED F (JPIE)
2. AB ACTIVE ETFS INC (SYFI)
3. PIMCO ETF TR (PYLD)
4. J P MORGAN EXCHANGE TRADED F (JMEE)
5. J P MORGAN EXCHANGE TRADED F (JEPI)
6. FS CREDIT OPPORTUNITIES CORP (FSCO)
7. FIRST TR EXCHANGE TRADED FD (SDVY)
8. FIRST TR EXCHANGE-TRADED FD (KNG)
9. J P MORGAN EXCHANGE TRADED F (JGRO)
10. FIRST TR EXCHNG TRADED FD VI (UCON)