MINDSET WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
177
Total value ($000)
$366,933
Net value change ($000)
+61,443 (20.1%)
New positions
29
Sold out positions
6
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 30,496 21.0%
AAPL 10,663 23.5%
PLTR 1,519 249.0%
GOOGL 1,211 40.7%
HAS 994 NEW
GOOGL 665 63.2%
GLW 657 51.9%
TSLA 646 47.9%
AVGO 613 19.7%
BX 560 NEW
Top Reduces (Value $000, Stocks/ETFs)
ALSN -644 -100.0%
CMG -494 -100.0%
SNPS -246 -100.0%
PLMR -201 -100.0%
KDP -180 -22.4%
CME -175 -2.0%
SEZL -172 -44.3%
PM -128 -8.6%
ISRG -123 -16.7%
CRM -119 -32.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type