Foguth Wealth Management, LLC. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Foguth Wealth Management, LLC. opened 7 positions, added to 51, reduced 18, sold out of 7 and left 7 unchanged. The largest increase in value was IAU (+$2,766,416); the largest decrease was PCLG (-$12,838,433).
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2026-03-31 15,544; Shares 2026-06-30 54,350.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 34,238; Shares 2026-06-30 34,767.
- ASTS: Country of operation United States; Class COM CL A; Shares 2026-03-31 10,099; Shares 2026-06-30 10,838.
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 2,419; Shares 2026-06-30 3,093.
Two Form 13F-HR filings compared (SEC CIK 2016322): 2026-03-31 (filed 2026-06-01) and 2026-06-30 (filed 2026-07-21). 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.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 15,544 | 54,350 | +38,806 | $1,328,857 | $4,095,273 | +$2,766,416 |
|---|
AAPL
APPLE INC | United States | COM | 34,238 | 34,767 | +529 | $10,684,250 | $11,354,716 | +$670,466 |
|---|
ASTS
AST SPACEMOBILE INC | United States | COM CL A | 10,099 | 10,838 | +739 | $1,145,328 | $622,318 | -$523,010 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 2,419 | 3,093 | +674 | $724,158 | $1,048,269 | +$324,111 |
|---|
TSLA
TESLA INC | United States | COM | 9,254 | 10,079 | +825 | $4,032,801 | $3,725,030 | -$307,771 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 40,579 | 40,865 | +286 | $8,567,887 | $8,306,939 | -$260,948 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 7,159 | 7,379 | +220 | $3,223,326 | $2,968,383 | -$254,943 |
|---|
META
META PLATFORMS INC | United States | CL A | 1,318 | 1,634 | +316 | $833,477 | $1,055,426 | +$221,949 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,896 | 2,419 | +523 | $427,231 | $601,981 | +$174,750 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 3,517 | 4,203 | +686 | $641,766 | $797,300 | +$155,534 |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 1,205 | 1,284 | +79 | $540,708 | $677,284 | +$136,576 |
|---|
AMZN
AMAZON COM INC | United States | COM | 7,967 | 8,145 | +178 | $2,156,189 | $2,036,169 | -$120,020 |
|---|
AVGO
BROADCOM INC | United States | COM | 1,970 | 2,012 | +42 | $879,925 | $760,810 | -$119,115 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 4,567 | 4,601 | +34 | $1,395,975 | $1,306,946 | -$89,029 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 1,049 | 1,090 | +41 | $295,493 | $380,039 | +$84,546 |
|---|
INTC
INTEL CORP | United States | COM | 5,079 | 5,143 | +64 | $582,460 | $499,180 | -$83,280 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 4,051 | 4,107 | +56 | $1,524,794 | $1,443,135 | -$81,659 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,293 | 5,507 | +214 | $2,013,007 | $1,938,340 | -$74,667 |
|---|
MCD
MCDONALDS CORP | United States | COM | 7,300 | 7,342 | +42 | $2,038,078 | $1,964,953 | -$73,125 |
|---|
DTE
DTE ENERGY CO | United States | COM | 5,111 | 5,500 | +389 | $730,241 | $802,703 | +$72,462 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 685 | 722 | +37 | $308,132 | $379,499 | +$71,367 |
|---|
V
VISA INC | United States | COM CL A | 782 | 905 | +123 | $255,247 | $326,355 | +$71,108 |
|---|
KO
COCA COLA CO | United States | COM | 16,146 | 16,357 | +211 | $1,275,702 | $1,343,207 | +$67,505 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 3,690 | 3,763 | +73 | $315,836 | $382,576 | +$66,740 |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 2,472 | 2,493 | +21 | $395,449 | $453,978 | +$58,529 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 4,987 | 5,412 | +425 | $780,665 | $729,808 | -$50,857 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,167 | 1,194 | +27 | $258,969 | $304,872 | +$45,903 |
|---|
BX
BLACKSTONE INC | United States | COM | 6,512 | 6,523 | +11 | $761,709 | $806,308 | +$44,599 |
|---|
DIS
DISNEY WALT CO | United States | COM | 3,469 | 4,035 | +566 | $353,259 | $389,006 | +$35,747 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 661 | 680 | +19 | $251,467 | $286,789 | +$35,322 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 2,055 | 2,073 | +18 | $364,590 | $399,588 | +$34,998 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 5,009 | 5,080 | +71 | $348,495 | $379,246 | +$30,751 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 648 | 695 | +47 | $619,614 | $650,287 | +$30,673 |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 24,323 | 24,423 | +100 | $466,272 | $495,299 | +$29,027 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 847 | 849 | +2 | $258,351 | $284,444 | +$26,093 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 3,376 | 3,418 | +42 | $484,673 | $509,741 | +$25,068 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 1,284 | 1,306 | +22 | $391,691 | $416,750 | +$25,059 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,185 | 2,300 | +115 | $317,460 | $341,250 | +$23,790 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 794 | 3,038 | +2,244 | $580,414 | $603,013 | +$22,599 |
|---|
CSCO
CISCO SYS INC | United States | COM | 12,355 | 13,261 | +906 | $1,487,770 | $1,467,975 | -$19,795 |
|---|
LOW
LOWES COS INC | United States | COM | 2,561 | 2,590 | +29 | $548,989 | $530,211 | -$18,778 |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 576 | 602 | +26 | $259,780 | $275,995 | +$16,215 |
|---|
DTM
DT MIDSTREAM INC | United States | COMMON STOCK | 3,702 | 3,703 | +1 | $518,146 | $532,499 | +$14,353 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,900 | 3,983 | +83 | $339,303 | $350,481 | +$11,178 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 946 | 951 | +5 | $301,049 | $291,800 | -$9,249 |
|---|
CAT
CATERPILLAR INC | United States | COM | 750 | 769 | +19 | $656,592 | $664,401 | +$7,809 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 1,848 | 1,855 | +7 | $384,439 | $391,350 | +$6,911 |
|---|
C
CITIGROUP INC | United States | COM NEW | 2,204 | 2,207 | +3 | $277,543 | $284,146 | +$6,603 |
|---|
MZTI
MARZETTI COMPANY | United States | COM | 4,181 | 4,217 | +36 | $467,969 | $465,110 | -$2,859 |
|---|
PEP
PEPSICO INC | United States | COM | 1,999 | 2,145 | +146 | $288,295 | $290,593 | +$2,298 |
|---|
SANA
SANA BIOTECHNOLOGY INC | United States | COM | 10,831 | 10,981 | +150 | $35,742 | $34,480 | -$1,262 |
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