SEC 13F Intelligence

Managers / Q1 2026

CORRECT CAPITAL WEALTH MANAGEMENT

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

Reported Value
$536M
Q1 2026
Positions
109
Filings on Record
10
2019–present window
Filed
May 5, 2026
original filing

Summary

Correct Capital Wealth Management reported $536M in U.S.-listed holdings across 109 positions for Q1 2026.

Its largest position, Avantis International Equity Etf, represents 12.6% of the portfolio.

Compared with Q4 2025, the fund opened 9 new positions and exited 10.

Portfolio Metrics

Turnover
+27.2%
vs prior filed quarter
Top-10 Concentration
+67.5%
share of reported value
Largest Position
+12.6%
Avantis International Equity Etf
New / Exited
9 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

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: 22.2%REIT: 0.6%Other: 0.4%
  • ETP · 76.9% · $412M
  • Common Stock · 22.2% · $119M
  • REIT · 0.6% · $3M
  • Other · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRRPROCAP FINL INC COM SHSNEW+3.75M3.75M+$8M$8M
PNFPPINNACLE FINL PARTNERS INC COMNEW+16.2K16.2K+$1M$1M
NOWSERVICENOW INC COMNEW+5.0K5.0K+$519,392$519,392
TTWOTAKE-TWO INTERACTIVE SOFTWARE COMNEW+2.2K2.2K+$428,186$428,186
LULULULULEMON ATHLETICA INC COMNEW+2.0K2.0K+$306,200$306,200
PEPPEPSICO INC COMNEW+1.5K1.5K+$233,659$233,659
TJXTJX COS INC NEW COMNEW+1.4K1.4K+$220,386$220,386
WECWEC ENERGY GROUP INC COMNEW+1.8K1.8K+$208,386$208,386

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1AVANTIS INTERNATIONAL EQUITY ETFETF12.64%$68M798.2K
2ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFETF12.10%$65M454.9K
3AVANTIS U.S. EQUITY ETFETF7.52%$40M362.5K
4FIDELITY TOTAL BOND ETFETF7.42%$40M871.5K
5PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDETF5.63%$30M1.15M
6INVESCO NASDAQ 100 ETFETF5.52%$30M124.4K
7VICTORYSHARES CORE PLUS BOND ETFETF4.74%$25M1.16M
8AVANTIS U.S. SMALL CAP VALUE ETFETF4.48%$24M217.1K
9AVANTIS EMERGING MARKETS EQUITY ETFETF4.18%$22M277.7K
10JGROJPMORGAN ACTIVE GROWTH ETFhistory →ETF3.29%$18M208.2K
11STATE STREET SPDR S&P 500 ETFETF2.16%$12M17.8K
12ISHARES CORE DIVIDEND GROWTH ETFETF2.03%$11M154.9K
13PGIM ULTRA SHORT BOND ETFETF1.74%$9M187.9K
14BRRPROCAP FINL INC COM SHShistory →Stock1.48%$8M3.75M
15BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.27%$7M14.2K
16AAPLAPPLE INC COMhistory →Stock1.23%$7M26.0K
17MSFTMICROSOFT CORP COMhistory →Stock1.13%$6M16.3K
18VICTORYSHARES FREE CASH FLOW ETFETF0.95%$5M129.5K
19AMZNAMAZON COM INC COMStock0.92%$5M23.6K
20GOOGALPHABET INC CAP STK CL CStock0.74%$4M13.8K
21EXMOCEXXON MOBIL CORP COMStock0.73%$4M23.1K
22METAMETA PLATFORMS INC CL AStock0.72%$4M6.7K
23CRMSALESFORCE INC COMStock0.67%$4M19.4K
24JNJJOHNSON & JOHNSON COMStock0.67%$4M14.6K
25JPMJPMORGAN CHASE & CO COMStock0.66%$4M12.1K
26GSGOLDMAN SACHS GROUP INC COMStock0.61%$3M3.9K
27CHVCHEVRON CORPORATION COMStock0.54%$3M14.0K
28WMWASTE MGMT INC DEL COMStock0.51%$3M12.0K
29UNPUNION PAC CORP COMStock0.51%$3M11.2K
30MAMASTERCARD INCORPORATED CL AStock0.50%$3M5.4K
31AVGOBROADCOM INC COMStock0.50%$3M8.6K
32SCHWSCHWAB CHARLES CORP COMStock0.50%$3M28.3K
33ISHARES HIGH YIELD SYSTEMATIC BOND ETFETF0.47%$3M54.3K
34KOCOCA COLA CO COMStock0.42%$2M29.8K
35EMREMERSON ELEC CO COMStock0.40%$2M16.2K
36VVISA INC COM CL AStock0.38%$2M6.8K
37ABBVABBVIE INC COMStock0.38%$2M9.3K
38HDHOME DEPOT INC COMStock0.34%$2M5.5K
39TPRTAPESTRY INC COMStock0.33%$2M12.4K
40ORIOLD REP INTL CORP COMStock0.32%$2M43.5K
41VICIVICI PPTYS INC COMREIT0.31%$2M61.1K
42DPZDOMINOS PIZZA INC COMStock0.31%$2M4.6K
43LLYELI LILLY & CO COMStock0.30%$2M1.8K
44STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFETF0.27%$1M11.0K
45PNFPPINNACLE FINL PARTNERS INC COMStock0.26%$1M16.2K
46ORCLORACLE CORP COMStock0.26%$1M9.4K
47EATON CORP PLC SHSStock0.26%$1M3.8K
48NTAPNETAPP INC COMStock0.25%$1M13.2K
49FQIDIGITAL RLTY TR INC COMREIT0.25%$1M7.5K

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 ↗.