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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.7B
$714 Million 0.24% of portfolio
1,402
Q2 2025 New
$37.3B
$700 Million 0.23% of portfolio
9,439
Q4 2024 Added 6.41%
$8.13B
$655 Million 0.22% of portfolio
6,321
Q2 2025 Reduced 3.8%
$4.59B
$649 Million 0.21% of portfolio
21,096
Q2 2025 Reduced 48.41%
$83.3B
$615 Million 0.2% of portfolio
4,330
Q2 2025 Reduced 18.52%
$580M
$593 Million 0.2% of portfolio
13,967
Q2 2025 Reduced 20.53%
$313B
$614 Million 0.2% of portfolio
4,291
Q2 2025 Added 22.92%
$71.5B
$595 Million 0.2% of portfolio
2,415
Q2 2025 Added 2.55%
$124B
$596 Million 0.2% of portfolio
1,287
Q2 2025 Added 12.21%
$0
$585 Million 0.19% of portfolio
21,692
Q2 2025 Reduced 48.8%
$34.5B
$566 Million 0.19% of portfolio
5,430
Q2 2025 Reduced 4.9%
$26.2B
$574 Million 0.19% of portfolio
4,359
Q2 2025 Added 9.74%
$53.3B
$554 Million 0.18% of portfolio
2,767
Q2 2025 Added 65.1%
$380B
$557 Million 0.18% of portfolio
3,496
Q2 2025 Reduced 16.4%
$177B
$545 Million 0.18% of portfolio
2,628
Q2 2025 Reduced 67.95%
$1.34T
$526 Million 0.17% of portfolio
1,651
Q1 2025 Added 119.84%
$257B
$506 Million 0.17% of portfolio
3,536
Q2 2025 Reduced 15.81%
$9.23B
$495 Million 0.16% of portfolio
12,164
Q2 2025 Reduced 6.4%
$0
$490 Million 0.16% of portfolio
55,968
Q2 2025 Reduced 50.31%
$0
$448 Million 0.15% of portfolio
50,369
Q2 2025 Reduced 47.39%
$63.9B
$453 Million 0.15% of portfolio
4,290
Q2 2025 Reduced 19.66%
$0
$457 Million 0.15% of portfolio
21,167
Q2 2025 Added 19.76%
$10.9B
$455 Million 0.15% of portfolio
2,455
Q2 2025 Reduced 19.43%
$211B
$414 Million 0.14% of portfolio
14,314
Q2 2025 New
$86.6B
$425 Million 0.14% of portfolio
1,996
Q2 2025 Added 14.32%
$22.9B
$412 Million 0.14% of portfolio
2,697
Q4 2024 Added 7.75%
$0
$420 Million 0.14% of portfolio
38,424
Q2 2025 New
$47.9B
$428 Million 0.14% of portfolio
5,968
Q2 2025 New
$0
$432 Million 0.14% of portfolio
32,581
Q2 2025 Reduced 49.72%
$41.8B
$398 Million 0.13% of portfolio
5,250
Q4 2023 New
$204B
$381 Million 0.13% of portfolio
2,900
Q2 2025 Added 0.17%
$152B
$409 Million 0.13% of portfolio
1,372
Q2 2025 Added 25.3%
$70.4B
$403 Million 0.13% of portfolio
4,086
Q1 2025 Added 29.59%
$0
$358 Million 0.12% of portfolio
30,000
Q2 2025 Reduced 34.78%
$463B
$365 Million 0.12% of portfolio
2,388
Q2 2025 Reduced 8.61%
$41.2B
$366 Million 0.12% of portfolio
500
Q4 2024 Reduced 46.35%
$8.95B
$377 Million 0.12% of portfolio
925
Q2 2025 Reduced 25.88%
$177B
$354 Million 0.12% of portfolio
671
Q2 2025 Reduced 6.93%
$346B
$321 Million 0.11% of portfolio
400
Q4 2024 New
$15B
$339 Million 0.11% of portfolio
1,325
Q2 2025 Added 6.0%
$12.3B
$331 Million 0.11% of portfolio
8,600
Q4 2023 New
$34.2B
$321 Million 0.11% of portfolio
1,900
Q2 2025 New
$232B
$337 Million 0.11% of portfolio
1,161
Q4 2024 Added 11.74%
$221B
$330 Million 0.11% of portfolio
57
Q1 2025 Added 3.64%
$1.34B
$323 Million 0.11% of portfolio
14,114
Q2 2025 Reduced 3.3%
$138B
$323 Million 0.11% of portfolio
4,640
Q2 2025 Reduced 41.03%
$0
$291 Million 0.1% of portfolio
11,000
Q2 2025 Reduced 50.0%
$186B
$317 Million 0.1% of portfolio
7,332
Q2 2025 New
$134B
$299 Million 0.1% of portfolio
1,298
Q2 2025 Reduced 16.1%

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