MFG WEALTH MANAGEMENT, INC.

Q3 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$137,709
Net value change ($000)
-2,091 (-1.5%)
New positions
6
Sold out positions
7
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORP 2,243 NEW
NOW 2,235 NEW
MU 2,082 NEW
TGT 1,638 NEW
MSFT 1,369 42.7%
S 1,270 NEW
HPE 1,190 NEW
GOOGL 1,065 86.0%
PLTR 926 53.4%
ETHA 884 60.8%
Top Reduces (Value $000, Stocks/ETFs)
ZG -2,146 -100.0%
EXE -2,002 -100.0%
CARR -1,714 -54.7%
ATMP -1,613 -100.0%
CMI -1,568 -100.0%
QXO -1,551 -100.0%
EEM -1,346 -100.0%
NEO -1,218 -100.0%
URTY -1,141 -23.0%
RKT -795 -21.5%
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