Institutional Manager · CIK 0002095143
Manske Wealth Management
HOUSTON, TX · File #028-25834
Latest AUM
$338.4M
Positions
214
Top-10 Concentration
60.4%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 173,282 | $58.1M | 22.72% |
| 2 | APPLE INC | AAPL | 99,528 | $27.1M | 10.58% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 192,916 | $12.1M | 4.71% |
| 4 | SSGA ACTIVE ETF TR | 78467V400 | 233,261 | $11.5M | 4.51% |
| 5 | AMAZON COM INC | AMZN | 48,948 | $11.3M | 4.42% |
| 6 | ALPHABET INC | GOOG | 29,616 | $9.3M | 3.63% |
| 7 | MICROSOFT CORP | MSFT | 14,883 | $7.2M | 2.81% |
| 8 | INVESCO EXCH TRADED FD TR II | IVZ | 590,010 | $6.6M | 2.59% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q886 | 54,840 | $6.0M | 2.33% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 111,383 | $5.4M | 2.12% |
| 11 | SCHWAB STRATEGIC TR | 808524839 | 214,700 | $5.0M | 1.96% |
| 12 | EXXON MOBIL CORP | XOM | 38,754 | $4.7M | 1.82% |
| 13 | ISHARES TR | 46434V407 | 98,193 | $4.2M | 1.65% |
| 14 | SCHWAB STRATEGIC TR | 808524763 | 129,145 | $4.1M | 1.59% |
| 15 | INVESCO QQQ TR | IVZ | 6,036 | $3.7M | 1.45% |
| 16 | BRITISH AMERN TOB PLC | 110448107 | 65,391 | $3.7M | 1.45% |
| 17 | VERIZON COMMUNICATIONS INC | VZ | 85,155 | $3.5M | 1.36% |
| 18 | PRINCIPAL EXCHANGE TRADED FD | 74255Y102 | 178,331 | $3.4M | 1.33% |
| 19 | AT&T INC | T-PC | 135,907 | $3.4M | 1.32% |
| 20 | CITIGROUP INC | C-PR | 26,874 | $3.1M | 1.23% |