SEC Form 13F

Immaculate Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$14,767,872
Positions15

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDPYLDETF$2,069,39078,031
ISHARES CORE DIVIDEND GROWTH ETFDGROETF$1,371,84518,100
VANGUARD MORNINGSTAR MID-CAP ETFVOETF$1,321,76616,405
ISHARES CURRENCY HEDGED MSCI EAFE ETFHEFAETF$1,306,57327,843
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$1,275,47317,901
JPMORGAN MUNICIPAL ETFJMUBETF$954,63418,845
SCHWAB US DIVIDEND EQUITY ETFSCHDETF$926,08829,204
STRIVE 500 ETFSTXFETF$893,37418,496
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGETF$892,07226,361
VANGUARD SHORT-TERM TREASURY ETFVGSHETF$798,36513,717

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page