MFG WEALTH MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$128,330
Net value change ($000)
-4,095 (-3.1%)
New positions
12
Sold out positions
11
Turnover %
26.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBM 2,914 NEW
F 2,179 NEW
ETHA 1,626 NEW
CAVA 1,440 NEW
PWR 1,374 NEW
SBUX 1,179 NEW
BMY 1,087 NEW
UPS 1,046 94.8%
AES 1,019 75.3%
KNTK 994 NEW
Top Reduces (Value $000, Stocks/ETFs)
ABT -2,590 -100.0%
UNH -2,262 -100.0%
GLW -2,106 -100.0%
CARR -1,934 -100.0%
GD -1,896 -100.0%
WM -1,836 -100.0%
SMR -1,739 -66.1%
NFLX -1,502 -100.0%
UBER -1,498 -53.0%
ZG -1,493 -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