MGB Wealth Management, LLC
All 13F Filings
- Location
- Addison, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 349,594
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 2/17/2026 | 308 | 349,594 | 13F-HR | MGB Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 313 | 353,985 | 13F-HR | MGB Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 305 | 303,526 | 13F-HR | MGB Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 312.2 K | 89.9% | 0 | 11.06 K | -11.06 K |
| ETFs | 33.94 K | 9.8% | 6.478 K | 0 | 6.478 K |
| Debt | 1.27 K | 0.4% | 223 | 0 | 223 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
349,594
Holdings
308
QoQ value change ($000)
-4,391
(-1.2%)
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.