MINDSET WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$519,138
Net value change ($000)
+146,641 (39.4%)
New positions
23
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 71,953 43.6%
AAPL 18,255 32.6%
UUUU 9,384 171.3%
AMD 4,126 180.9%
META 4,071 131.7%
MU 3,811 279.8%
STX 2,933 149.9%
AMZN 2,917 40.0%
GLW 2,693 91.2%
PANW 1,918 620.7%
Top Reduces (Value $000, Stocks/ETFs)
CME -2,200 -24.0%
XOM -572 -18.7%
AU -422 -100.0%
HON -387 -100.0%
CTSH -387 -100.0%
PEP -303 -11.8%
CSX -284 -51.5%
TSCO -263 -100.0%
TJX -262 -100.0%
PSIX -261 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type