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Rita Rhodes

Mascagni Wealth Management, Inc.

Assets Managed
$140.356M
Holdings
127
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
4.61%(2Q avg: 4.15%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Mascagni Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Mascagni Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 140.356M in assets, with a quarterly growth rate of 4.61% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ICVT
Ishares Convertible Bond Etf
Recent Activity
Increased 9.27%
5.9%
$8.27M
81,241 shares@ $101.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.53%
4.27%
$5.988M
34,336 shares@ $174.41 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 7.15%
4.09%
$5.73M
134,698 shares@ $42.55 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 9.15%
4.08%
$5.719M
55,327 shares@ $103.38 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.73%
3.67%
$5.15M
20,292 shares@ $253.79 avg price
HYDB
Ishares High Yield Systemati
Recent Activity
Increased 3.09%
3.49%
$4.888M
105,072 shares@ $46.53 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 3.66%
2.75%
$3.858M
34,414 shares@ $112.12 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 123.37%
2.74%
$3.837M
155,038 shares@ $24.75 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.48%
2.47%
$3.463M
9,355 shares@ $370.19 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -2.03%
2.05%
$2.877M
63,058 shares@ $45.62 avg price

1-10 of 127