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Melinda McRee

Firethorn Wealth Partners, Llc

Assets Managed
$310.172M
Holdings
200
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.76%(2Q avg: 7.89%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Firethorn Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 200 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 310.172M in assets, with a quarterly growth rate of 13.76% and a 2-quarter average growth rate of 7.89%. The portfolio is managed by Melinda McRee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 13.01%
9.85%
$30.53M
604,676 shares@ $50.49 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.47%
6.29%
$19.494M
439,450 shares@ $44.37 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 7.6%
4.2%
$13.022M
251,920 shares@ $51.69 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 32.71%
3.72%
$11.518M
83,749 shares@ $137.53 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 14.24%
3.22%
$9.969M
43,904 shares@ $227.06 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.39%
2.95%
$9.129M
103,875 shares@ $87.89 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.81%
2.78%
$8.613M
29,767 shares@ $289.36 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -8.67%
2.72%
$8.423M
123,848 shares@ $68.01 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.31%
2.48%
$7.689M
10,267 shares@ $748.88 avg price
PWB
Invesco Large Cap Growth Etf
Recent Activity
Increased 41.73%
1.57%
$4.867M
28,889 shares@ $168.46 avg price

1-10 of 200