Managers / Q3 2024 · view latest →
Foguth Wealth Management, LLC.
CIK 0002016322 · 325 W. MAIN ST., BRIGHTON, MI, 48116 · 8105225650
Reported Value
$275M
Q3 2024
Positions
134
Filings on Record
8
2019–present window
Filed
Oct 9, 2024
original filing
Summary
Foguth Wealth Management, Llc. reported $275M in U.S.-listed holdings across 134 positions for Q3 2024.
Compared with Q2 2024, the fund opened 20 new positions and exited 18.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $857M | 211 | Jun 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $645M | 175 | Jan 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $467M | 139 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $412M | 149 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $382M | 148 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $275M | 134 | Oct 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $227M | 132 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $187M | 128 | Apr 17, 2024 | 13F-HR | changes · 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 ↗.