MINDSET WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 381,482
- Description
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- 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 | 2/12/2026 | 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 | 380.1 K | 99.6% | 15.12 K | 0 | 15.12 K |
| ETFs | 1.394 K | 0.4% | 0 | 319 | -319 |
| Other | 0 | 0.0% | 0 | 215 | -215 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
381,482
Holdings
183
QoQ value change ($000)
14,549
(4.0%)
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.