MFG WEALTH MANAGEMENT, INC.

All 13F Filings

Location
Indianapolis, IN
Most recent 13F
Q2 2026
Holdings value ($000)
139,800
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 7/8/2026 63 139,800 13F-HR MFG WEALTH MANAGEMENT, INC.
Q1 2026 4/9/2026 61 120,592 13F-HR MFG WEALTH MANAGEMENT, INC.
Q4 2025 1/7/2026 61 128,330 13F-HR MFG WEALTH MANAGEMENT, INC.
Q3 2025 10/9/2025 60 132,425 13F-HR MFG WEALTH MANAGEMENT, INC.
Q2 2025 7/9/2025 51 118,705 13F-HR MFG WEALTH MANAGEMENT, INC.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 104.1 K 74.5% 18.04 K 0 18.04 K
ETFs 35.69 K 25.5% 1.167 K 0 1.167 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/8/2026
Total value ($000)
139,800
Holdings
63
QoQ value change ($000)
19,208 (15.9%)
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.