Institutions / MGB Wealth Management, LLC
MGB Wealth Management, LLC
CIK 2015822 · Institution · as of Dec 31, 2025
Portfolio value
$349.59M
Positions
308
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 308 →
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $54.46M | 15.6% |
| Invesco Qqq Tr | $18.71M | 5.4% |
| Microsoft Corp | $12.26M | 3.5% |
| SPDR S&P 500 ETF Tr | $11.83M | 3.4% |
| Broadcom Inc. | $10.93M | 3.1% |
| SPDR Series Trust | $10.16M | 2.9% |
| NVIDIA Corp | $9.54M | 2.7% |
| Apple Inc. | $7.72M | 2.2% |
| SPDR Gold Tr | $5.54M | 1.6% |
| Walmart Inc. | $4.43M | 1.3% |
| JPMorgan Chase & Co | $4.38M | 1.3% |
| Alphabet Inc. | $4.22M | 1.2% |
| iShares Silver Tr | $3.89M | 1.1% |
| First Tr Exchange-Traded Fd | $3.62M | 1.0% |
| First Tr Exchange-Traded Fd | $3.55M | 1.0% |
| McKesson Corp | $3.54M | 1.0% |
| Warren E. Buffett | $3.40M | 1.0% |
| Main Street Capital CORPMAIN | $3.33M | 1.0% |
| Alps ETF Tr | $3.31M | 0.9% |
| Amplify ETF Tr | $3.26M | 0.9% |
| AbbVie Inc. | $2.84M | 0.8% |
| iShares Tr | $2.71M | 0.8% |
| Vanguard Intl Equity Index F | $2.59M | 0.7% |
| Vanguard Index Fds | $2.55M | 0.7% |
| Eaton Corp plc | $2.54M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.