MGO ONE SEVEN LLC
All 13F Filings
- Location
- Beachwood, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,902,309
- Description
- Beachwood Ohio based advisory led wealth manager with a limited liability advisory organization and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and asset liability coordination for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through thesis validation discipline and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 1,393 | 4,902,309 | 13F-HR | MGO ONE SEVEN LLC |
| Q3 2025 | 10/24/2025 | 1,325 | 4,330,340 | 13F-HR | MGO ONE SEVEN LLC |
| Q2 2025 | 7/25/2025 | 1,192 | 3,109,733 | 13F-HR | MGO ONE SEVEN LLC |
| Q1 2025 | 5/8/2025 | 1,090 | 2,577,713 | 13F-HR | MGO ONE SEVEN LLC |
| Q4 2024 | 2/14/2025 | 1,063 | 2,616,097 | 13F-HR | MGO ONE SEVEN LLC |
| Q3 2024 | 10/15/2024 | 983 | 2,314,175 | 13F-HR | MGO ONE SEVEN LLC |
| Q2 2024 | 8/7/2024 | 963 | 2,109,113 | 13F-HR | MGO ONE SEVEN LLC |
| Q1 2024 | 5/14/2024 | 896 | 1,924,298 | 13F-HR | MGO ONE SEVEN LLC |
| Q4 2023 | 2/14/2024 | 900 | 1,743,795 | 13F-HR | MGO ONE SEVEN LLC |
| Q3 2023 | 11/3/2023 | 835 | 1,300,481 | 13F-HR | MGO ONE SEVEN LLC |
| Q2 2023 | 8/11/2023 | 788 | 1,092,366 | 13F-HR | MGO ONE SEVEN LLC |
| Q1 2023 | 5/8/2023 | 863 | 1,574,330 | 13F-HR | MGO ONE SEVEN LLC |
| Q4 2022 | 1/25/2023 | 738 | 999,540 | 13F-HR | MGO ONE SEVEN LLC |
| Q3 2022 | 11/14/2022 | 716 | 2,580,973 | 13F-HR | MGO ONE SEVEN LLC |
| Q2 2022 | 8/10/2022 | 644 | 725,128 | 13F-HR | MGO ONE SEVEN LLC |
| Q1 2022 | 5/13/2022 | 674 | 930,485 | 13F-HR | We Are One Seven, LLC |
| Q4 2021 | 2/9/2022 | 665 | 964,167 | 13F-HR | We Are One Seven, LLC |
| Q3 2021 | 11/9/2021 | 604 | 788,245 | 13F-HR | We Are One Seven, LLC |
| Q2 2021 | 7/29/2021 | 590 | 715,549 | 13F-HR | We Are One Seven, LLC |
| Q1 2021 | 4/29/2021 | 550 | 582,427 | 13F-HR | We Are One Seven, LLC |
| Q4 2020 | 1/22/2021 | 494 | 485,305 | 13F-HR | We Are One Seven, LLC |
| Q3 2020 | 10/30/2020 | 467 | 420,873 | 13F-HR | We Are One Seven, LLC |
| Q2 2020 | 8/12/2020 | 454 | 384,797 | 13F-HR | We Are One Seven, LLC |
| Q1 2020 | 4/17/2020 | 395 | 294,428 | 13F-HR | We Are One Seven, LLC |
| Q4 2019 | 1/16/2020 | 441 | 382,713 | 13F-HR | We Are One Seven, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.718 K
(0.1% of total reported value)
· QoQ Δ:
-1.966 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.818 M | 78.2% | 402.8 K | 0 | 402.8 K |
| ETFs | 966 K | 19.8% | 128.1 K | 0 | 128.1 K |
| Debt | 49.74 K | 1.0% | 28.1 K | 0 | 28.1 K |
| Other | 51.33 K | 1.1% | 16.77 K | 0 | 16.77 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
4,902,309
Holdings
1393
QoQ value change ($000)
571,969
(13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.