Contango Wealth Management LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Contango Wealth Management LLC opened 0 positions, added to 1, reduced 4, sold out of 0 and left 4 unchanged. The largest increase in value was IAU (+$1,010,068); the largest decrease was TWLO (-$648,590).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-12-31 2,760; Shares 2026-03-31 2,185.
- AMZN: Country of operation United States; Class COM; Shares 2025-12-31 3,624; Shares 2026-03-31 3,284.
- AAPL: Country of operation United States; Class COM; Shares 2025-12-31 4,477; Shares 2026-03-31 4,327.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-12-31 1,230; Shares 2026-03-31 1,175.
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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