Wagner Wealth Management, Corp has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $127.8 million in assets under management. This filing is significant as it provides insight into the company’s investment strategy and positions across various sectors.
The filing, dated October 20, 2026, includes details about the company’s investments as of September 30, 2026. This report is part of Wagner's ongoing commitment to transparency and regulatory compliance within the wealth management sector.
Background
Wagner Wealth Management, Corp, incorporated in Pennsylvania, operates in the financial services industry. The company focuses on providing wealth management services, catering to a diverse clientele. According to SEC filings, Wagner Wealth Management has submitted several reports in 2026, including its most recent 13F-HR filing, which outlines its investment holdings.
What the Filing Says
The recent filing indicates that Wagner Wealth Management holds investments in various companies across multiple sectors. The total number of entries in the filing is 100, with a total value of $127,779,557. This diverse portfolio reflects the firm’s strategy to manage risks while seeking growth opportunities.
Impact
This update may impact clients and investors looking for insights into Wagner Wealth Management's investment strategies. The detailed disclosures allow clients to understand the firm’s approach to asset management and its positioning in the market. Furthermore, as the wealth management industry continues to adapt to changing economic conditions, such filings are essential for maintaining investor trust and confidence.
What's Next
The filing does not say what happens next.