FOGUTH WEALTH MANAGEMENT, LLC.

PrivateCIK: 2016322
Location

BRIGHTON, MI

211
Positions
$857.26M
Total AUM (reported)
18.20M
Total Shares

Allocation by class

TOTAL AUM$857.26M211 positions
NEOS S&P 500 HI$65.44M7.6%
COM$62.88M7.3%
STATE STREET SPD$57.66M6.7%
S&P 500 BUFFER$53.52M6.2%
EQUITY PREMIUM$51.53M6.0%
20+ YEAR TR BD$49.42M5.8%
NASDAQ 100 COVER$37.66M4.4%

Portfolio Concentration

Top 319.4%4–1023.0%11–2525.0%Rest32.6%TOP 1042.4%0%100%
Top 3$166.39M19.4%
4–10$197.04M23.0%
11–25$214.02M25.0%
Rest$279.81M32.6%

Top 3 weight

19.4%

Top 10 weight

42.4%

Voting Authority Distribution

Total shares with voting rights: 18.20M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

18.20M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole211
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings211
Rows:

NEOS ETF TRUST

SOLE
NEOS S&P 500 HI
Shares1.21M
TypeSH
Market value$65.44M
7.63%
Sole
0.00
Shared
0.00
None
1.21M

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares919.52K
TypeSH
Market value$51.53M
6.01%
Sole
0.00
Shared
0.00
None
919.52K

ISHARES TR

SOLE
20+ YEAR TR BD
Shares2.22M
TypeSH
Market value$49.42M
5.76%
Sole
0.00
Shared
0.00
None
2.22M

GLOBAL X FDS

SOLE
NASDAQ 100 COVER
Shares2.08M
TypeSH
Market value$37.66M
4.39%
Sole
0.00
Shared
0.00
None
2.08M

GLOBAL X FDS

SOLE
SUPERDIVIDEND
Shares1.27M
TypeSH
Market value$31.77M
3.71%
Sole
0.00
Shared
0.00
None
1.27M

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares95.24K
TypeSH
Market value$28.95M
3.38%
Sole
0.00
Shared
0.00
None
95.24K

NEOS ETF TRUST

SOLE
NASDAQ 100 HIGH
Shares486.38K
TypeSH
Market value$27.83M
3.25%
Sole
0.00
Shared
0.00
None
486.38K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares142.93K
TypeSH
Market value$27.30M
3.18%
Sole
0.00
Shared
0.00
None
142.93K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares193.50K
TypeSH
Market value$23.51M
2.74%
Sole
0.00
Shared
0.00
None
193.50K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares327.81K
TypeSH
Market value$20.01M
2.33%
Sole
0.00
Shared
0.00
None
327.81K

ISHARES TR

SOLE
CORE DIVID ETF
Shares315.64K
TypeSH
Market value$19.49M
2.27%
Sole
0.00
Shared
0.00
None
315.64K

PGIM ETF TR

SOLE
JENNISON FOC VAL
Shares202.90K
TypeSH
Market value$19.26M
2.25%
Sole
0.00
Shared
0.00
None
202.90K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares525.48K
TypeSH
Market value$17.08M
1.99%
Sole
0.00
Shared
0.00
None
525.48K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares20.33K
TypeSH
Market value$15.38M
1.79%
Sole
0.00
Shared
0.00
None
20.33K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares154.69K
TypeSH
Market value$15.32M
1.79%
Sole
0.00
Shared
0.00
None
154.69K

PGIM ROCK ETF TR

SOLE
S&P 500 BUFFER
Shares403.34K
TypeSH
Market value$14.00M
1.63%
Sole
0.00
Shared
0.00
None
403.34K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares311.16K
TypeSH
Market value$13.82M
1.61%
Sole
0.00
Shared
0.00
None
311.16K

PGIM ROCK ETF TR

SOLE
S&P 500 BUFFER
Shares434.44K
TypeSH
Market value$13.53M
1.58%
Sole
0.00
Shared
0.00
None
434.44K

PGIM ROCK ETF TR

SOLE
S&P 500 BUFFER
Shares436.35K
TypeSH
Market value$13.34M
1.56%
Sole
0.00
Shared
0.00
None
436.35K

FUNDVANTAGE TR

SOLE
POLEN FOCUS GROW
Shares547.69K
TypeSH
Market value$12.84M
1.50%
Sole
0.00
Shared
0.00
None
547.69K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares237.27K
TypeSH
Market value$12.80M
1.49%
Sole
0.00
Shared
0.00
None
237.27K

PGIM ROCK ETF TR

SOLE
S&P 500 BUFFER
Shares397.81K
TypeSH
Market value$12.65M
1.48%
Sole
0.00
Shared
0.00
None
397.81K

AMPLIFY ETF TR

SOLE
CWP ENHANCED DIV
Shares262.89K
TypeSH
Market value$12.16M
1.42%
Sole
0.00
Shared
0.00
None
262.89K

PGIM ETF TR

SOLE
AAA CLO ETF
Shares227.38K
TypeSH
Market value$11.67M
1.36%
Sole
0.00
Shared
0.00
None
227.38K

APPLE INC

SOLE
COM
Shares34.24K
TypeSH
Market value$10.68M
1.25%
Sole
0.00
Shared
0.00
None
34.24K
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