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Melinda McRee

Firethorn Wealth Partners, Llc

Assets Managed
$272.667M
Holdings
189
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
2.01%(2Q avg: 3.66%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Firethorn Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Firethorn Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 272.667M in assets, with a quarterly growth rate of 2.01% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Melinda McRee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 17.24%
9.89%
$26.953M
535,099 shares@ $50.37 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.68%
6.06%
$16.505M
424,719 shares@ $38.86 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 5.28%
3.88%
$10.565M
234,146 shares@ $45.12 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 8.47%
2.98%
$8.115M
38,433 shares@ $211.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -3.85%
2.9%
$7.89M
135,609 shares@ $58.18 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 16.09%
2.83%
$7.69M
100,476 shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.3%
2.8%
$7.617M
30,011 shares@ $253.8 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 3.12%
2.62%
$7.138M
63,111 shares@ $113.11 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.41%
2.5%
$6.796M
10,404 shares@ $653.2 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -21.75%
1.76%
$4.785M
64,356 shares@ $74.36 avg price

1-10 of 189