CORRECT CAPITAL WEALTH MANAGEMENT

RIA/Wealth

CORRECT CAPITAL WEALTH MANAGEMENT is a RIA/Wealth based in Clayton, MO led by Brian Isadore Pultman, reporting $921.5M in AUM as of Q3 2025 with 72% ETF concentration, 68% concentrated in top 10 holdings, and 15% allocation to JGRO.

CEOBrian Isadore Pultman

Portfolio Value: $542.0M
Positions: 114
Top Holding: JGRO at 15.46%
Last Reported: Q3 2025

Address130 S Bemiston Avenue, Suite 602, Clayton, MO, 63105, United States

Top Holdings

Largest long holdings in CORRECT CAPITAL WEALTH MANAGEMENT's portfolio (67.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Active Growth JGRO	ETF ETF	$83.8M	15.46%	-$5.7M Sold	— 893.7K shares	Q4 2023 Held for 1y 11m
2 Avantis International Equity AVDE	ETF ETF	$48.8M	9.01%	+$9.5M Bought	— 618.7K shares	Q4 2023 Held for 1y 11m
3 Fidelity Total Bond FBND	ETF ETF	$37.7M	6.96%	+$3.6M Bought	— 816.2K shares	Q4 2023 Held for 1y 11m
4 iShares Core Dividend Growth DGRO	ETF ETF	$35.4M	6.54%	-$8.7M Sold	— 520.3K shares	Q4 2023 Held for 1y 11m
5 VictoryShares Free Cash Flow VFLO	ETF ETF	$35.1M	6.48%	-$8.2M Sold	— 936.7K shares	Q4 2023 Held for 1y 11m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$34.3M	6.33%	+$4.1M Bought	— 51.5K shares	Q4 2023 Held for 1y 11m
7 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$28.6M	5.27%	+$3.2M Bought	— 1.1M shares	Q3 2024 Held for 1y 2m
8 Avantis Emerging Markets Equity AVEM	ETF ETF	$21.9M	4.04%	+$2.8M Bought	— 291.2K shares	Q4 2023 Held for 1y 11m
9 Avantis U.S. Small Cap Value AVUV	ETF ETF	$21.7M	4.00%	+$501.0K Bought	— 217.8K shares	Q4 2023 Held for 1y 11m
10 VictoryShares Core Plus Intermediate Bond UBND	ETF ETF	$19.2M	3.54%	+$2.0M Bought	— 869.7K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CORRECT CAPITAL WEALTH MANAGEMENT's latest filing

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Market Value

$542.0M

Prior: $511.9M

Q/Q Change

+5.87%

+$30.1M

Net Flows % of MV

+1.24%

Turnover Ratio

9.16%

New Purchases

7 stocks

$21.0M

Added To

50 stocks

+$31.9M

Sold Out Of

3 stocks

$1.7M

Reduced Holdings

21 stocks

-$44.5M

Increased Positions

Position	Shares Δ	Change
1 ANGX Angel Studios, Inc. ANGX	New	0 → 1.8M +$10.3M
2 OneMedNet ONMD	New	0 → 4.5M +$4.9M
3 Kindly MD, Inc. Common Stock NAKA	New	0 → 4.5M +$4.8M
4 Spotify Technology SPOT	New	0 → 582.0 +$406.1K
5 SoFi Technologies, Inc. SOFI	New	0 → 9.0K +$237.3K

Decreased Positions

Position	Shares Δ	Change
1 The Trade Desk TTD	Sold	11.5K → 0 −$827.5K
2 CyberArk Software CYBR	Sold	1.4K → 0 −$564.7K
3 UnitedHealth Group UNH	Sold	1.1K → 0 −$354.0K
4 MicroStrategy MSTR	-81.31%	68.7K → 12.8K −$18.0M
5 Tapestry, Inc. TPR	-29.26%	19.1K → 13.5K −$632.2K