Manske Wealth Management

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed November 12, 2025), Manske Wealth Management reported 168 stock positions worth $251.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.0% of the portfolio, followed by Apple (AAPL, 10.2%) and SS Global Allocation ETF (GAL, 4.4%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0002095143
Portfolio Value
$251.8M (Q4 2024)
SEC Filing
0002095143-25-000001 ↗ filed Nov 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $251.8M $251.8M Q4 2024 Q1 2025: $264.6M Q1 2025 Q2 2025: $302.2M Q2 2025 Q3 2025: $326.0M Q3 2025 Q4 2025: $338.4M Q4 2025 Q1 2026: $357.0M Q1 2026 Q2 2026: $402.7M Q2 2026

Holdings 168 stocks · $251.8M

VTI VG Morningstar TS MKT ETF-US 13.96% 121,251 $35.1M —
AAPL Apple Inc. 10.17% 102,198 $25.6M —
GAL SS Global Allocation ETF 4.38% 249,813 $11.0M —
VEA Vanguard Ftse Developed ETF 3.51% 184,801 $8.8M —
AMZN Amazon.com Inc. 3.29% 37,750 $8.3M —
PGX Invesco Preferred ETF 2.47% 539,756 $6.2M —
MSFT Microsoft Corp. 2.35% 14,006 $5.9M —
GOOG Alphabet Inc. Class C 2.30% 30,458 $5.8M —
JPIB JPMorgan Intl BND ETF 2.02% 107,770 $5.1M —
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F 1.96% 48,125 $4.9M —
SCHZ Schwab US Aggregate Bond ETF 1.64% 181,892 $4.1M —
XOM Exxon Mobil Corp. 1.42% 33,312 $3.6M —
FNDA Schwab Fndmntl US SM Co. ETF 1.40% 119,087 $3.5M —
VZ Verizon Communications Inc. 1.32% 82,843 $3.3M —
YLD Principal Act Hi YLD ETF 1.30% 171,295 $3.3M —
SHYG iShares 0-5 YR HY Corp. Bond 1.30% 76,640 $3.3M —
T AT&T Inc. 1.29% 143,026 $3.3M —
BTI British American Tob-SP ADR 1.18% 81,990 $3.0M —
C Citigroup Inc. 1.12% 40,204 $2.8M —
REET iShares Global REIT ETF 1.09% 114,008 $2.7M —
BNDX Vanguard Total Intl Bond ETF 0.95% 48,888 $2.4M —
MMM 3M Co. 0.95% 18,467 $2.4M —
INKM SS Income Allocation ETF 0.91% 73,635 $2.3M —
SCHC Schwab Intl Small-Cap Equity 0.85% 62,023 $2.1M —
XLRE SS Real Estate Select Sector 0.84% 52,270 $2.1M —
SPSB SS SPDR P St C Corp. ETF 0.82% 69,145 $2.1M —
AOM iShares Core 40/60 Moderate 0.79% 46,012 $2.0M —
QQQ Invesco QQQ Trust Series 1 0.79% 3,906 $2.0M —
MUNI PIMCO Intermediate Municipal 0.68% 33,265 $1.7M —
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.68% 86,238 $1.7M —
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 2,836 $1.7M —
IDV iShares International Select 0.66% 60,390 $1.7M —
RSP Invesco S&P 500 Equal Weight 0.65% 9,308 $1.6M —
IP International Paper Co. 0.57% 26,838 $1.4M —
ET Energy Transfer LP 0.57% 72,968 $1.4M —
CWB SS SPDR BB Conv Sec ETF 0.54% 17,329 $1.3M —
CVS CVS Health Corp. 0.53% 29,641 $1.3M —
HYMB SS SPDR N Ice HY Muni ETF 0.53% 51,971 $1.3M —
CVX Chevron Corp. 0.52% 9,105 $1.3M —
PFE Pfizer Inc. 0.52% 49,489 $1.3M —
GSK GSK PLC-Spon ADR 0.51% 38,160 $1.3M —
RIO Rio Tinto PLC-Spon ADR 0.50% 21,464 $1.3M —
TTE Totalenergies SE -Spon ADR 0.50% 23,127 $1.3M —
NVDA Nvidia Corp. 0.50% 9,300 $1.2M —
BMY Bristol-Myers Squibb Co. 0.49% 21,886 $1.2M —
HD Home Depot Inc. 0.48% 3,076 $1.2M —
JPM JPMorgan Chase & Co. 0.46% 4,848 $1.2M —
SHEL Shell PLC-ADR 0.46% 18,301 $1.1M —
PUK Prudential PLC-ADR 0.44% 69,712 $1.1M —
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.44% 17,415 $1.1M —
INTC Intel Corp. 0.40% 50,168 $1.0M —
LYB Lyondellbasell Indu Class A 0.39% 13,139 $976K —
STLA Stellantis NV 0.38% 72,601 $947K —
WFC Wells Fargo & Co. 0.37% 13,383 $940K —
TSLA Tesla Inc. 0.37% 2,327 $940K —
VNO Vornado Realty Trust 0.37% 22,172 $932K —
GILD Gilead Sciences Inc. 0.37% 9,975 $921K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 3,939 $866K —
SLG SL Green Realty Corp. 0.34% 12,660 $860K —
BP BP PLC-Spons ADR 0.33% 28,493 $842K —
MRK Merck & Co. Inc. 0.32% 8,019 $798K —
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.32% 7,031 $795K —
WELL Welltower Inc. 0.31% 6,113 $770K —
SPG Simon Property Group Inc. 0.31% 4,463 $769K —
VLO Valero Energy Corp. 0.30% 6,230 $764K —
BCS Barclays PLC-Spons ADR 0.30% 57,458 $764K —
ES Eversource Energy 0.30% 13,225 $760K —
MA Mastercard Inc. Class A 0.30% 1,423 $749K —
PM Philip Morris International 0.30% 6,206 $747K —
EPD Enterprise Products Partners 0.29% 23,513 $737K —
ARKW ARK Next Generation Technolo 0.29% 6,776 $732K —
PAA Plains All Amer Pipeline LP 0.28% 41,891 $715K —
WBA Walgreens Boots Alliance Inc. 0.27% 74,155 $692K —
EELV Invesco S&P Emerging Markets 0.27% 29,334 $687K —
KHC The Kraft Heinz Co. 0.27% 22,353 $686K —
WMT Walmart Inc. 0.27% 7,555 $683K —
UPS United Parcel Service Class B 0.27% 5,388 $679K —
NGG National Grid PLC-SP ADR 0.26% 11,223 $667K —
VOD Vodafone Group PLC-SP ADR 0.26% 76,060 $646K —
BX Blackstone Inc. 0.26% 3,728 $643K —
MO Altria Group Inc. 0.25% 12,182 $637K —
BHP BHP Group Ltd.-Spon ADR 0.25% 12,728 $621K —
VOO Vanguard S&P 500 ETF 0.24% 1,125 $606K —
KMB Kimberly-Clark Corp. 0.24% 4,597 $602K —
O Realty Income Corp. 0.24% 11,141 $595K —
USB US Bancorp 0.23% 12,310 $589K —
PRU Prudential Financial Inc. 0.23% 4,916 $583K —
BND Vanguard Total Bond Market 0.23% 8,000 $575K —
K Kellanova 0.22% 6,817 $552K —
DNL Wisdmtree GB Ex-US QL GR-Usd 0.22% 15,162 $546K —
MPC Marathon Petroleum Corp. 0.22% 3,888 $542K —
F Ford Motor Co. filed as FORD MTR CO 0.21% 53,180 $526K —
CSCO Cisco Systems Inc. 0.21% 8,802 $521K —
DWX State Street SPDR S&P Intern 0.21% 14,794 $517K —
SNY Sanofi-ADR 0.20% 10,641 $513K —
ENB Enbridge Inc. 0.20% 11,578 $491K —
ETR Entergy Corp. 0.19% 6,254 $474K —
ORLY O'reilly Automotive Inc. 0.18% 390 $462K —
VIG Vanguard Dividend Apprec ETF 0.18% 2,330 $456K —
SCHG Schwab US Large-Cap Growth 0.17% 15,800 $440K —

Show all 168 holdings

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 226$402.7MVTI, AAPL, VEA, GAL, AMZN
Q1 2026 215$357.0MVTI, AAPL, VEA, GAL, AMZN
Q4 2025 214$338.4MVTI, AAPL, VEA, GAL, AMZN
Q3 2025 203$326.0MVTI, AAPL, VEA, GAL, AMZN
Q2 2025 199$302.2MVTI, AAPL, GAL, VEA, AMZN
Q1 2025 179$264.6MVTI, AAPL, GAL, VEA, AMZN
Q4 2024 168$251.8MVTI, AAPL, GAL, VEA, AMZN