MFG WEALTH MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$120,592
Net value change ($000)
-7,738 (-6.0%)
New positions
14
Sold out positions
14
Turnover %
38.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TGT 2,268 NEW
GLW 2,015 NEW
VLO 1,962 NEW
DELL 1,845 NEW
FITB 1,763 NEW
UPRO 1,701 NEW
INTC 1,455 164.6%
DOW 1,346 NEW
IBRX 1,345 NEW
SBUX 1,335 113.2%
Top Reduces (Value $000, Stocks/ETFs)
C -3,567 -100.0%
TQQQ -3,556 -100.0%
PANW -2,784 -100.0%
ORCL -2,436 -100.0%
GOOGL -2,406 -70.3%
AES -2,372 -100.0%
ENB -1,678 -100.0%
AAPL -1,641 -39.3%
ABBV -1,475 -100.0%
CAVA -1,440 -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