13F Filings History of Mascagni Wealth Management, Inc.

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$134,171,761
Signature - Title
Rita Rhodes - Consultant
Location
Clinton, MS
Summary
This page shows a list of all the recent 13F filings made by Mascagni Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mascagni Wealth Management, Inc. reported 126 stock holdings with total value $134,171,761 as of Q4 2025. Top holdings included ICVT, NVDA, AAPL, CGDV, and XMHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $134,171,761 +$7,883,162 -$2,155,255 +$5,727,907 ICVT, NVDA, AAPL, CGDV, XMHQ 13F-HR 11 Feb 2026, 08:37
Q3 2025 124 $129,397,095 +$8,179,671 -$4,657,661 +$3,522,010 ICVT, NVDA, XMHQ, AAPL, HYDB 13F-HR 15 Oct 2025, 12:00
Q2 2025 121 $117,406,768 +$14,281,201 -$7,649,075 +$6,632,126 ICVT, XMHQ, NVDA, HYDB, MSFT 13F-HR 06 Aug 2025, 11:17
Q1 2025 112 $100,512,538 $0 $0 $0 ICVT, XMHQ, AAPL, HYDB, MSFT Restatement 22 Apr 2025, 21:04
Q4 2024 112 $100,512,538 $0 $0 $0 ICVT, XMHQ, AAPL, HYDB, MSFT Restatement 22 Apr 2025, 21:00