Schorn Wealth LLC

ENGLEWOOD, FL · CIK 1792851 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEnglewood, FL

$382.3m reported value +15.5% vs Q1 2026

80positions

68.5%in top 10

9 new 29 added 25 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	622,496	$59.5m15.57%	15.57%	Added +109.5k	+109,466 21.3%
2	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	497,888	$30.4m7.94%	7.94%	Reduced -6.1k	-6,124 -1.2%
3	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	42,107	$27.6m7.22%	7.22%	Reduced -751	-751 -1.8%
4	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	506,031	$25.4m6.65%	6.65%	Reduced -53	-53 -0.0%
5	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	1,001,872	$25.1m6.57%	6.57%	Added +12.1k	+12,085 1.2%
6	HARTFORD FDS EXCHANGE TRADED AAA CLO ETF TRPA	TRPA	641,399	$24.9m6.52%	6.52%	Added +5.2k	+5,245 0.8%
7	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	110,809	$21.1m5.52%	5.52%	Added +1.0k	+1,027 0.9%
8	INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH EQWL	EQWL	138,770	$17.9m4.68%	4.68%	Added +3.2k	+3,220 2.4%
9	FIDELITY COVINGTON TRUST FUNDAMENTAL LARG FFLC	FFLC	281,873	$16.6m4.34%	4.34%	Added +13.3k	+13,254 4.9%
10	ISHARES TR S&P 100 ETF OEF	OEF	36,274	$13.3m3.47%	3.47%	Added +1.3k	+1,347 3.9%
11	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	85,495	$11.4m2.98%	2.98%	Added +696	+696 0.8%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	14,635	$11.0m2.87%	2.87%	Added +4.9k	+4,919 50.6%
13	ISHARES TR U.S. INSRNCE ETF IAK	IAK	66,477	$9.3m2.44%	2.44%	Added +4.2k	+4,197 6.7%
14	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	135,091	$7.4m1.93%	1.93%	Added +5.0k	+4,961 3.8%
15	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	42,539	$7.2m1.89%	1.89%	Added +192	+192 0.5%
16	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	43,896	$7.1m1.85%	1.85%	Reduced -59	-59 -0.1%
17	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	37,198	$4.3m1.13%	1.13%	Added +3.2k	+3,182 9.3%
18	BROADCOM INC COM AVGO	AVGO	11,166	$4.2m1.10%	1.10%	Reduced -26	-26 -0.2%
19	AMAZON COM INC COM AMZN	AMZN	16,017	$3.8m1.00%	1.00%	Reduced -103	-103 -0.6%
20	NVIDIA CORPORATION COM NVDA	NVDA	17,847	$3.6m0.93%	0.93%	Added +1.7k	+1,713 10.6%
21	APPLE INC COM AAPL	AAPL	11,938	$3.5m0.90%	0.90%	Added +52	+52 0.4%
22	TESLA INC COM TSLA	TSLA	7,536	$3.2m0.83%	0.83%	Unchanged
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,878	$2.9m0.76%	0.76%	Reduced -4.7k	-4,697 -54.8%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,401	$2.6m0.69%	0.69%	Reduced -68	-68 -0.9%
25	MICROSOFT CORP COM MSFT	MSFT	6,829	$2.5m0.67%	0.67%	Added +408	+408 6.3%
26	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	19,934	$2.1m0.56%	0.56%	Added +1.2k	+1,215 6.5%
27	META PLATFORMS INC CL A META	META	3,306	$1.9m0.49%	0.49%	Reduced -14	-14 -0.4%
28	FLEXSHARES TR US QUALITY CAP QLC	QLC	19,674	$1.8m0.46%	0.46%	Reduced -85.5k	-85,467 -81.3%
29	MICRON TECHNOLOGY INC COM MU	MU	1,459	$1.7m0.44%	0.44%	Reduced -329	-329 -18.4%
30	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	15,616	$1.6m0.42%	0.42%	Reduced -597	-597 -3.7%
31	JPMORGAN CHASE & CO COM JPM	JPM	4,733	$1.5m0.41%	0.41%	Added +2	+2 0.0%
32	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	28,565	$1.3m0.34%	0.34%	Unchanged
33	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	10,227	$1.2m0.31%	0.31%	Added +440	+440 4.5%
34	ALPS ETF TR OSHARES US SMLCP OUSM	OUSM	24,046	$1.1m0.30%	0.30%	Reduced -928	-928 -3.7%
35	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	12,075	$1.1m0.28%	0.28%	Added +9	+9 0.1%
36	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	7,461	$1.0m0.27%	0.27%	New
37	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	10,024	$1.0m0.26%	0.26%	Unchanged
38	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	12,042	$977.3k0.26%	0.26%	Unchanged
39	AIR PRODS & CHEMS INC COM APD	APD	3,209	$940.8k0.25%	0.25%	Unchanged
40	ISHARES TR INTL DIV GRWTH IGRO	IGRO	10,628	$934.5k0.24%	0.24%	Added +27	+27 0.2%
41	3M CO COM MMM	MMM	5,434	$879.8k0.23%	0.23%	Unchanged
42	DBX ETF TR XTRACK MSCI EURP DBEU	DBEU	16,028	$864.8k0.23%	0.23%	Reduced -1.9k	-1,891 -10.6%
43	GLOBAL X FDS GLOBAL X URANIUM URA	URA	19,024	$831.3k0.22%	0.22%	Reduced -1.9k	-1,875 -9.0%
44	CLOUDFLARE INC CL A COM NET	NET	3,386	$830.5k0.22%	0.22%	Added +250	+250 8.0%
45	EA SERIES TRUST BURNEY US FCTR BRNY	BRNY	13,495	$785.4k0.21%	0.21%	Reduced -598	-598 -4.2%
46	ELI LILLY & CO COM LLY	LLY	608	$729.5k0.19%	0.19%	Unchanged
47	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	6,218	$725.5k0.19%	0.19%	Added +324	+324 5.5%
48	ISHARES TR U.S. TECH ETF IYW	IYW	2,866	$722.9k0.19%	0.19%	Reduced -818	-818 -22.2%
49	ISHARES TR GLOBAL ENERG ETF IXC	IXC	12,245	$601.6k0.16%	0.16%	Reduced -269	-269 -2.1%
50	EOS ENERGY ENTERPRISES INC COM CL A EOSE	EOSE	100,077	$588.5k0.15%	0.15%	Reduced -9.6k	-9,619 -8.8%
51	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	714	$544.9k0.14%	0.14%	Reduced -87	-87 -10.9%
52	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	2,287	$495.4k0.13%	0.13%	Reduced -411	-411 -15.2%
53	BANK AMERICA CORP COM BAC	BAC	8,136	$463.6k0.12%	0.12%	Unchanged
54	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,345	$452.1k0.12%	0.12%	Reduced -1	-1 -0.0%
55	LEMONADE INC COM LMND	LMND	5,422	$352.7k0.09%	0.09%	Added +475	+475 9.6%
56	DORMAN PRODS INC COM DORM	DORM	2,564	$349.9k0.09%	0.09%	Unchanged
57	IREN LIMITED ORDINARY SHARES IREN	IREN	7,492	$342.6k0.09%	0.09%	Added +1.6k	+1,650 28.2%
58	JOHNSON & JOHNSON COM JNJ	JNJ	1,304	$331.1k0.09%	0.09%	Reduced -3.2k	-3,194 -71.0%
59	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	9,794	$326.0k0.09%	0.09%	Unchanged
60	TREX CO INC COM TREX	TREX	6,400	$320.3k0.08%	0.08%	Unchanged
61	ADVANCED MICRO DEVICES INC COM AMD	AMD	546	$317.2k0.08%	0.08%	New
62	CHEVRON CORP NEW COM CVX	CVX	1,881	$311.8k0.08%	0.08%	Added +1	+1 0.1%
63	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	10,714	$296.2k0.08%	0.08%	Unchanged
64	ISHARES TR RUSSELL 3000 ETF IWV	IWV	654	$278.9k0.07%	0.07%	Added +1	+1 0.1%
65	PHILLIPS 66 COM PSX	PSX	1,516	$256.3k0.07%	0.07%	Unchanged
66	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	4,887	$246.3k0.06%	0.06%	Added +15	+15 0.3%
67	CONOCOPHILLIPS COM COP	COP	2,305	$239.6k0.06%	0.06%	Unchanged
68	VISA INC COM CL A V	V	696	$238.9k0.06%	0.06%	New
69	ABBVIE INC COM ABBV	ABBV	939	$236.4k0.06%	0.06%	Added +3	+3 0.3%
70	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	835	$234.8k0.06%	0.06%	Reduced -100	-100 -10.7%
71	SOUTHERN CO COM SO	SO	2,453	$234.8k0.06%	0.06%	Unchanged
72	ALPHABET INC CAP STK CL C GOOG	GOOG	637	$225.2k0.06%	0.06%	New
73	ALLSTATE CORP COM ALL	ALL	924	$219.9k0.06%	0.06%	New
74	RTX CORPORATION COM RTX	RTX	1,156	$219.3k0.06%	0.06%	Unchanged
75	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	428	$214.2k0.06%	0.06%	Unchanged
76	ARK ETF TR GENOMIC REV ETF ARKG	ARKG	4,996	$210.1k0.05%	0.05%	New
77	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,309	$207.7k0.05%	0.05%	Reduced -90	-90 -6.4%
78	ISHARES TR SELECT DIVID ETF DVY	DVY	1,328	$207.6k0.05%	0.05%	New
79	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	543	$201.1k0.05%	0.05%	New
80	INNVENTURE INC COM INV	INV	22,000	$111.5k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	7,458	$1.3m7.5k shares
HONEYWELL INTL INC		663	$299.8k663 shares
ISHARES TR IJR	IJR	2,054	$255.3k2.1k shares
PFIZER INC PFE	PFE	7,433	$208.7k7.4k shares
ISHARES TR IWM	IWM	822	$203.9k822 shares