SEC 13F Intelligence

Managers / Q2 2024 · view latest →

CORRECT CAPITAL WEALTH MANAGEMENT

CIK 0001844835 · 130 S BEMISTON AVE, SUITE 602, CLAYTON, MO, 63105 · 3149304015

Reported Value
$428M
Q2 2024
Positions
118
Filings on Record
10
2019–present window
Filed
Aug 13, 2024
original filing

Summary

Correct Capital Wealth Management reported $428M in U.S.-listed holdings across 118 positions for Q2 2024.

Its largest position, JGRO, represents 13.8% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $428MQ2 ’24Q1 ’25: $620MQ1 ’25Q2 ’25: $685MQ2 ’25Q3 ’25: $608MQ3 ’25Q4 ’25: $534MQ4 ’25Q1 ’26: $536MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 76.9%Common Stock: 21.5%REIT: 0.9%Other: 0.7%
  • ETP · 76.9% · $329M
  • Common Stock · 21.5% · $92M
  • REIT · 0.9% · $4M
  • Other · 0.7% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$536M109May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$534M112Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$608M132Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$685M133Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$620M141Apr 30, 202513F-HRchanges · EDGAR ↗
Q2 2024$428M118Aug 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.