← All themes Cybersecurity

Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2026
WFA
WMG Financial Advisors
Tennessee
$208K +$225K 1 0.09% New
2027
ACP
Aveo Capital Partners
Colorado
$206K -$100K 1 0.03% Reduced
2028
SI
Symmetry Investments
Jersey
$206K +$240K 1 0.01% New
2029
FM
Family Management
New York
$206K -$30.3K 1 0.03% Reduced
2030
BWA
Boulder Wealth Advisors
Colorado
$205K -$4.81K 1 0.12% Reduced
2031
CWM
Core Wealth Management
Florida
$205K $0 1 0.08% Maintained
2032
IAS
Investment Advisory Services
Texas
$205K $0 1 0.07% Maintained
2033
BWA
BlueSky Wealth Advisors
North Carolina
$205K $0 1 0.03% Maintained
2034
CWM
Copia Wealth Management
Oregon
$205K $0 1 0.19% Maintained
2035
HIF
Hill Island Financial
Michigan
$205K -$2.59K 1 0.06% Reduced
2036
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$142K 1 0.01% Increased
2037
SFI
SPC Financial Inc
Maryland
$205K +$4.44K 1 0.02% Increased
2038
GB
Goepper Burkhardt
South Carolina
$205K -$39.8K 1 0.08% Reduced
2039
GAM
Gemmer Asset Management
California
$204K $0 1 0.02% Maintained
2040
PAM
Peak Asset Management
Colorado
$203K $0 1 0.04% Maintained
2041
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$202K $0 1 0.01% Maintained
2042
AWM
Activest Wealth Management
Florida
$201K +$32.4K 1 0.05% Increased
2043
SFPG
Stonebridge Financial Planning Group
Florida
$201K -$46.2K 1 0.09% Reduced
2044
HFP
Holistic Financial Partners
Indiana
$201K +$2.03K 1 0.1% Increased
2045
OR
Olympiad Research
Connecticut
$201K +$217K 1 0.23% New
2046
FWM
FSA Wealth Management
Massachusetts
$200K $0 1 0.09% Maintained
2047
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$200K +$185 1 0.11% Increased
2048
IPWA
International Private Wealth Advisors
California
$200K +$2.4K 1 0.19% Increased
2049
TCM
Tradewinds Capital Management
Washington
$198K $0 1 0.05% Maintained
2050
SBFM
S-Bank Fund Management
Finland
$196K +$213K 1 0.04% New