Immaculate Wealth Management LLC
CIK 2089761
13F portfolio (2026-Q1)
$13M
Positions
14
As reported on this filer's Form 13F for 2026-Q1, filed 2026-05-29. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND |
| 2 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF |
| 3 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF |
| 4 | JMUB | JPMORGAN MUNICIPAL ETF |
| 5 | VEA | VANGUARD TAX-MANAGED FDS |
Top holdings — weights and history with Pro
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