MINDSET WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 372,497
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 176 | 372,497 | 13F-HR | MINDSET WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/12/2026 | 183 | 381,482 | 13F-HR | MINDSET WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/14/2025 | 177 | 366,933 | 13F-HR | MINDSET WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/11/2025 | 153 | 305,490 | 13F-HR | MINDSET WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 364.6 K | 97.9% | 0 | 15.52 K | -15.52 K |
| ETFs | 7.708 K | 2.1% | 6.314 K | 0 | 6.314 K |
| Other | 225 | 0.1% | 225 | 0 | 225 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
372,497
Holdings
176
QoQ value change ($000)
-8,985
(-2.4%)
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.