MFG WEALTH MANAGEMENT, INC.

Q2 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$139,800
Net value change ($000)
+19,208 (15.9%)
New positions
9
Sold out positions
7
Turnover %
19.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 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)
CARR 3,131 NEW
IBM 2,232 109.6%
ZG 2,146 NEW
MSFT 2,095 188.2%
PANW 1,934 NEW
LLY 1,703 89.1%
GLW 1,630 80.9%
ATMP 1,613 NEW
CMI 1,568 NEW
WM 1,292 NEW
Top Reduces (Value $000, Stocks/ETFs)
D -2,980 -100.0%
TGT -2,268 -100.0%
UPRO -1,701 -100.0%
DOW -1,346 -100.0%
LYB -1,318 -100.0%
CTRE -1,286 -100.0%
NOW -1,249 -100.0%
NVDA -1,189 -38.7%
F -737 -26.9%
AVGO -526 -29.8%
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