Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

Mgb Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $354 Billion distributed in 313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $65.2B, Invesco Qqq Trust, Series 1 with a value of $17.7B, Microsoft Corp with a value of $13.2B, Broadcom Inc. with a value of $10.6B, and Spdr S&P 500 ETF Trust with a value of $10.3B.

Examining the 13F form we can see an increase of $50.5B in the current position value, from $304B to 354B.

Mgb Wealth Management, LLC is based out at Addison, TX

Below you can find more details about Mgb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $354 Billion
ETFs: $136 Billion
Technology: $113 Billion
Financial Services: $31.8 Billion
Energy: $12.5 Billion
Healthcare: $10.8 Billion
Industrials: $10.3 Billion
Consumer Cyclical: $10.2 Billion
Communication Services: $8.08 Billion
Other: $11.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$65.2 Billion 18.42% of portfolio
90,766
Q3 2025 Reduced 7.71%
$0
$17.7 Billion 5.01% of portfolio
29,537
Q3 2025 Added 0.27%
$3.78T
$13.2 Billion 3.73% of portfolio
25,501
Q3 2025 Reduced 5.31%
$139B
$10.6 Billion 2.98% of portfolio
32,064
Q3 2025 Reduced 7.88%
$0
$10.3 Billion 2.92% of portfolio
15,531
Q3 2025 Reduced 4.79%
$465B
$10.3 Billion 2.9% of portfolio
55,212
Q3 2025 Added 0.62%
$0
$10.1 Billion 2.85% of portfolio
31,574
Q3 2025 Reduced 1.46%
$4.3T
$7.18 Billion 2.03% of portfolio
28,186
Q3 2025 Reduced 2.36%
$130B
$4.79 Billion 1.35% of portfolio
13,483
Q3 2025 Reduced 1.1%
$279B
$3.99 Billion 1.13% of portfolio
38,744
Q3 2025 Added 1.91%
$881B
$4.01 Billion 1.13% of portfolio
12,726
Q3 2025 Reduced 2.77%
$0
$3.93 Billion 1.11% of portfolio
14,033
Q3 2024 Reduced 10.66%
$0
$3.71 Billion 1.05% of portfolio
16,176
Q4 2024 Reduced 2.12%
$0
$3.65 Billion 1.03% of portfolio
77,840
Q3 2025 Reduced 7.41%
$662B
$3.43 Billion 0.97% of portfolio
6,843
Q3 2025 Reduced 12.64%
$4.4B
$3.38 Billion 0.96% of portfolio
53,228
Q3 2025 Added 6.36%
$0
$3.21 Billion 0.91% of portfolio
71,971
Q3 2025 Reduced 6.35%
$121B
$3.23 Billion 0.91% of portfolio
4,191
Q3 2025 Reduced 9.7%
$140B
$2.97 Billion 0.84% of portfolio
7,978
Q3 2025 Reduced 11.44%
$99.7B
$2.99 Billion 0.84% of portfolio
15,474
Q3 2025 Reduced 4.57%
$0
$2.95 Billion 0.83% of portfolio
25,622
Q3 2025 Added 0.45%
$414B
$2.84 Billion 0.8% of portfolio
12,388
Q3 2025 Reduced 8.59%
$0
$2.56 Billion 0.72% of portfolio
4,188
Q3 2025 Added 1,069.83%
$367B
$2.51 Billion 0.71% of portfolio
6,185
Q3 2025 Reduced 4.23%
$38.8B
$2.4 Billion 0.68% of portfolio
75,058
Q3 2025 Reduced 1.93%
$24.1B
$2.38 Billion 0.67% of portfolio
56,171
Q3 2025 Reduced 4.72%
$0
$2.38 Billion 0.67% of portfolio
25,016
Q3 2025 Added 0.03%
Amplify ETF Tr
-
$2.33 Billion 0.66% of portfolio
-
Q3 2025 Added 7.3%
$0
$2.28 Billion 0.64% of portfolio
31,986
Q3 2025 Reduced 2.22%
$2.39T
$2.26 Billion 0.64% of portfolio
10,267
Q2 2025 Reduced 8.56%
$0
$2.24 Billion 0.63% of portfolio
19,000
Q3 2025 Reduced 2.97%
$0
$2.21 Billion 0.62% of portfolio
9,400
Q3 2025 Added 0.01%
Vaneck Bitcoin ETF
-
$2.16 Billion 0.61% of portfolio
-
Q3 2025 Added 96.38%
$533B
$2.09 Billion 0.59% of portfolio
6,133
Q3 2025 Reduced 2.29%
$0
$1.95 Billion 0.55% of portfolio
21,037
Q3 2025 Reduced 0.35%
$0
$1.9 Billion 0.54% of portfolio
18,461
Q3 2025 Reduced 0.49%
$0
$1.86 Billion 0.53% of portfolio
19,994
Q3 2025 Reduced 8.48%
$0
$1.85 Billion 0.52% of portfolio
11,940
Q3 2025 Reduced 1.39%
$0
$1.86 Billion 0.52% of portfolio
39,080
Q3 2025 Reduced 7.74%
$0
$1.78 Billion 0.5% of portfolio
66,297
Q3 2025 Reduced 0.38%
$0
$1.74 Billion 0.49% of portfolio
5,358
Q3 2025 Reduced 5.98%
$0
$1.66 Billion 0.47% of portfolio
43,387
Q3 2025 Added 0.01%
$0
$1.66 Billion 0.47% of portfolio
82,120
Q3 2025 Reduced 8.53%
$342B
$1.68 Billion 0.47% of portfolio
9,209
Q3 2025 Added 26.85%
$70.1B
$1.61 Billion 0.46% of portfolio
9,475
Q3 2025 Reduced 1.04%
Wedbush Ser Tr
-
$1.58 Billion 0.45% of portfolio
-
Q3 2025 New
$0
$1.56 Billion 0.44% of portfolio
28,090
Q3 2025 Added 0.01%
$170B
$1.53 Billion 0.43% of portfolio
10,584
Q3 2025 Reduced 6.2%
$237B
$1.49 Billion 0.42% of portfolio
9,216
Q3 2025 Reduced 8.93%

Summary

  • Portfolio
  • No. of Stocks 313
  • Current Value $354 Billion
  • Prior Value $304 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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