MINDSET WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 519,138
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 191 | 519,138 | 13F-HR | MINDSET WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 506.8 K | 97.6% | 142.2 K | 0 | 142.2 K |
| ETFs | 12.07 K | 2.3% | 4.364 K | 0 | 4.364 K |
| Other | 229 | 0.0% | 4 | 0 | 4 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
519,138
Holdings
191
QoQ value change ($000)
146,641
(39.4%)
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.