MFG WEALTH MANAGEMENT, INC.

Q3 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
60
Total value ($000)
$132,425
Net value change ($000)
+13,720 (11.6%)
New positions
18
Sold out positions
9
Turnover %
33.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/7/2026 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)
SCHI 3,017 NEW
SCHJ 2,999 NEW
GOOGL 2,695 NEW
SCYB 2,398 NEW
SCHQ 2,278 NEW
UNH 2,262 NEW
SCHD 1,987 NEW
SPYD 1,820 652.3%
SCHG 1,743 NEW
ZG 1,493 NEW
Top Reduces (Value $000, Stocks/ETFs)
LQD -2,740 -100.0%
FLR -2,104 -100.0%
CCI -1,810 -100.0%
DIA -1,737 -100.0%
TLT -1,370 -100.0%
BA -1,150 -36.6%
PANW -1,142 -33.1%
UEC -1,101 -100.0%
GE -1,036 -33.4%
DOCU -1,027 -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.
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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