1y return+18.4%S&P 500 +20.9%
3y return+52.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $138 against $157 in the S&P 500.2
Firethorn Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JAAAJanus Detroit Str Tr | $30.5M | 9.8% | +13.0% |
| Dimensional Etf TrustCUSIP 25434V708 | $19.5M | 6.3% | +3.5% |
| DFAUDimensional Etf Trust | $13.0M | 4.2% | +7.6% |
| IVWIshares Tr | $11.5M | 3.7% | +32.7% |
| IVEIshares Tr | $10.0M | 3.2% | +14.2% |
| SPYMSpdr Series Trust | $9.1M | 2.9% | +3.4% |
| AAPLApple Inc | $8.6M | 2.8% | |
| DYNFBlackrock Etf Trust | $8.4M | 2.7% | −8.7% |
| IVVIshares Tr | $7.7M | 2.5% | −1.3% |
| PWBInvesco Exchange Traded Fd T | $4.9M | 1.6% | +41.7% |
| GOOGLAlphabet Inc | $4.7M | 1.5% | +2.7% |
| AMZNAmazon Com Inc | $4.5M | 1.5% | −9.1% |
| COROBlackrock Etf Trust | $4.3M | 1.4% | +55.0% |
| IEMGIshares Inc | $4.3M | 1.4% | |
| DFAIDimensional Etf Trust | $4.2M | 1.3% | +9.2% |
| RWLInvesco Exch Traded Fd Tr II | $4.1M | 1.3% | +56.3% |
| PSQAPalmer Square Funds Tr | $4.0M | 1.3% | +4.8% |
| MSFTMicrosoft Corp | $3.9M | 1.2% | +7.7% |
| BRK/BBerkshire Hathaway Inc Del | $3.4M | 1.1% | +3.1% |
| BBUSJ P Morgan Exchange Traded F | $3.3M | 1.1% | −6.1% |
| JBBBJanus Detroit Str Tr | $3.3M | 1.1% | +10.9% |
| THROBlackrock Etf Trust | $3.1M | 1.0% | −17.5% |
| EFVIshares Tr | $3.1M | 1.0% | −37.3% |
| DFICDimensional Etf Trust | $2.8M | 0.9% | −1.9% |
| BAIBlackrock Etf Trust | $2.8M | 0.9% | −18.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $1.9M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $4.7M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $2.6M |
| IVWIshares Tr | September 30, 2023 | +101.0% | $11.5M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $2.8M |
| QUALIshares Tr | March 31, 2023 | +76.9% | $2.7M |
| MODLVictory Portfolios II | September 30, 2023 | +71.7% | $2.1M |
| IEMGIshares Inc | March 31, 2023 | +69.8% | $4.3M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $3.4M |
| MTUMIshares Tr | December 31, 2024 | +65.7% | $2.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $753K
- PXHInvesco Exch Traded Fd Tr II was $573K
- GLDMWorld Gold Tr was $318K
- NOCNorthrop Grumman Corp was $281K
- IDEFBlackrock Etf Trust was $259K
- SPYVSpdr Series Trust was $254K
- EMBIshares Tr was $249K
- HCAHca Healthcare Inc was $218K
- IUSVIshares Tr was $207K
- DXDynex Cap Inc was $191K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −6.9% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Firethorn Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1845743&type=13F-HR&dateb=&owner=include&count=40CIK 1845743
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1845743/000184574326000003/Filed July 15, 2026 · accession 0001845743-26-000003