Contango Wealth Management LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Contango Wealth Management LLC opened 16 positions, added to 10, reduced 17, sold out of 3 and left 0 unchanged. The largest increase in value was JPEF (+$2,769,194); the largest decrease was IVV (-$4,535,513).
- BRTR: Country of operation —; Class ISHARES TOTAL RE; Shares 2025-12-31 63,073; Shares 2026-03-31 93,158.
- BAI: Country of operation —; Class ISHARES A I INNO; Shares 2025-12-31 19,335; Shares 2026-03-31 55,957.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2025-12-31 12,717; Shares 2026-03-31 21,600.
- EPI: Country of operation —; Class INDIA ERNGS FD; Shares 2025-12-31 4,527; Shares 2026-03-31 18,953.
Two Form 13F-HR filings compared (SEC CIK 2137383): 2025-12-31 (filed 2026-06-09) and 2026-03-31 (filed 2026-06-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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