Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025

Mgb Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $34.4B, Invesco Qqq Trust, Series 1 with a value of $16.2B, Microsoft Corp with a value of $13.4B, Spdr S&P 500 ETF Trust with a value of $10.1B, and Broadcom Inc. with a value of $9.54B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $276B to 304B.

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 $304 Billion
ETFs: $122 Billion
Technology: $79.2 Billion
Financial Services: $33.5 Billion
Energy: $13.3 Billion
Consumer Cyclical: $11.5 Billion
Healthcare: $11.1 Billion
Industrials: $9.49 Billion
Consumer Defensive: $8.6 Billion
Other: $9.41 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$34.4 Billion 11.34% of portfolio
98,346
Q2 2025 Reduced 10.28%
$0
$16.2 Billion 5.35% of portfolio
29,456
Q2 2025 Added 4.48%
$3.95T
$13.4 Billion 4.41% of portfolio
26,932
Q2 2025 Reduced 0.48%
$0
$10.1 Billion 3.31% of portfolio
16,313
Q2 2025 Added 19.58%
$127B
$9.54 Billion 3.14% of portfolio
34,808
Q2 2025 Reduced 7.4%
$456B
$8.67 Billion 2.86% of portfolio
54,870
Q2 2025 Reduced 8.96%
$0
$8.22 Billion 2.71% of portfolio
32,042
Q2 2025 Reduced 1.57%
$3.69T
$5.91 Billion 1.95% of portfolio
28,868
Q2 2025 Reduced 8.15%
$106B
$4.15 Billion 1.37% of portfolio
13,633
Q2 2025 Added 33.53%
$0
$4.11 Billion 1.35% of portfolio
84,067
Q2 2025 Added 9.75%
$859B
$3.79 Billion 1.25% of portfolio
13,089
Q2 2025 Reduced 1.82%
$621B
$3.8 Billion 1.25% of portfolio
7,833
Q2 2025 Reduced 0.17%
$0
$3.78 Billion 1.24% of portfolio
14,033
Q3 2024 Reduced 10.66%
$281B
$3.72 Billion 1.22% of portfolio
38,016
Q2 2025 Added 6.96%
$0
$3.44 Billion 1.13% of portfolio
16,176
Q4 2024 Reduced 2.12%
$94.7B
$3.4 Billion 1.12% of portfolio
4,641
Q2 2025 Added 23.69%
$145B
$3.2 Billion 1.06% of portfolio
9,009
Q2 2025 Reduced 6.9%
$5.02B
$2.96 Billion 0.97% of portfolio
50,043
Q2 2025 Reduced 47.64%
$0
$2.79 Billion 0.92% of portfolio
25,508
Q2 2025 Reduced 0.2%
$79.3B
$2.7 Billion 0.89% of portfolio
16,215
Q2 2025 Reduced 6.17%
$351B
$2.5 Billion 0.82% of portfolio
13,552
Q2 2025 Reduced 2.04%
$34.5B
$2.4 Billion 0.79% of portfolio
76,533
Q2 2025 Reduced 3.24%
$405B
$2.37 Billion 0.78% of portfolio
6,458
Q2 2025 Reduced 2.61%
$1.21T
$2.34 Billion 0.77% of portfolio
13,263
Q2 2025 Reduced 9.24%
$0
$2.35 Billion 0.77% of portfolio
25,008
Q2 2025 Reduced 1.13%
$2.26T
$2.26 Billion 0.74% of portfolio
10,267
Q2 2025 Reduced 8.56%
$551B
$2.22 Billion 0.73% of portfolio
6,277
Q2 2025 Reduced 3.09%
$0
$2.2 Billion 0.72% of portfolio
32,711
Q2 2025 New
Amplify ETF Tr
-
$2.16 Billion 0.71% of portfolio
-
Q2 2025 Added 21.93%
$0
$2.13 Billion 0.7% of portfolio
19,581
Q2 2025 Reduced 0.2%
$0
$1.98 Billion 0.65% of portfolio
9,399
Q2 2025 Reduced 1.28%
$0
$1.95 Billion 0.64% of portfolio
21,846
Q2 2025 Reduced 40.07%
$18B
$1.93 Billion 0.64% of portfolio
58,956
Q2 2025 Added 81.72%
$0
$1.87 Billion 0.62% of portfolio
18,551
Q1 2025 Reduced 4.25%
$261B
$1.84 Billion 0.61% of portfolio
10,120
Q2 2025 Added 13.05%
$0
$1.85 Billion 0.61% of portfolio
42,359
Q2 2025 Reduced 7.72%
$0
$1.81 Billion 0.6% of portfolio
89,775
Q2 2025 Added 2.07%
$33.1B
$1.76 Billion 0.58% of portfolio
21,594
Q2 2025 Reduced 9.78%
$0
$1.72 Billion 0.57% of portfolio
66,548
Q4 2024 Added 14.66%
$0
$1.69 Billion 0.56% of portfolio
21,110
Q2 2025 Reduced 0.15%
$0
$1.71 Billion 0.56% of portfolio
12,108
Q2 2025 Added 1.27%
$0
$1.63 Billion 0.54% of portfolio
43,381
Q4 2024 Added 0.0%
$0
$1.59 Billion 0.52% of portfolio
5,699
Q2 2025 Reduced 2.73%
$0
$1.55 Billion 0.51% of portfolio
28,087
Q2 2025 Reduced 4.03%
$99.2B
$1.52 Billion 0.5% of portfolio
5,508
Q2 2025 Added 5.98%
$608B
$1.47 Billion 0.48% of portfolio
1,880
Q2 2025 Reduced 9.09%
$0
$1.42 Billion 0.47% of portfolio
61,389
Q2 2025 Reduced 2.12%
$22.7B
$1.44 Billion 0.47% of portfolio
6,469
Q2 2025 Reduced 10.71%
$11.8B
$1.41 Billion 0.47% of portfolio
7,540
Q2 2025 Reduced 12.51%

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $304 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email