Contango Wealth Management LLC quarter change: USA Stocks, Unchanged
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).
- TWLO: Country of operation United States; Class CL A; Shares 2025-12-31 39,500; Shares 2026-03-31 39,500.
- MSFT: Country of operation United States; Class COM; Shares 2025-12-31 1,440; Shares 2026-03-31 1,440.
- ORCL: Country of operation United States; Class COM; Shares 2025-12-31 1,898; Shares 2026-03-31 1,898.
- RDI: Country of operation United States; Class CL A; Shares 2025-12-31 18,500; Shares 2026-03-31 18,500.
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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