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
$11.2B
$406 Million 0.11% of portfolio
2,432
Q3 2025 Reduced 67.75%
$14.5B
$395 Million 0.11% of portfolio
1,325
Q2 2025 Added 6.0%
$3.24B
$397 Million 0.11% of portfolio
6,900
Q3 2025 Added 3.76%
$40.2B
$407 Million 0.11% of portfolio
1,900
Q2 2025 New
$78.4B
$381 Million 0.11% of portfolio
2,843
Q3 2025 Reduced 34.34%
$405B
$387 Million 0.11% of portfolio
400
Q4 2024 New
$0
$402 Million 0.11% of portfolio
27,520
Q3 2025 Reduced 0.88%
$0
$404 Million 0.11% of portfolio
2,934
Q3 2025 Reduced 16.31%
$159B
$376 Million 0.11% of portfolio
771
Q3 2025 Added 14.9%
$61.4B
$360 Million 0.1% of portfolio
870
Q3 2025 New
$0
$354 Million 0.1% of portfolio
8,411
Q3 2025 Added 0.06%
$0
$359 Million 0.1% of portfolio
3,579
Q2 2025 New
$10.3B
$357 Million 0.1% of portfolio
1,050
Q3 2025 Added 10.53%
$168B
$343 Million 0.1% of portfolio
4,535
Q3 2025 Reduced 2.26%
$13.7B
$353 Million 0.1% of portfolio
8,300
Q3 2025 Reduced 3.49%
$8.06B
$360 Million 0.1% of portfolio
925
Q2 2025 Reduced 25.88%
$0
$324 Million 0.09% of portfolio
7,121
Q3 2025 Added 0.01%
$0
$321 Million 0.09% of portfolio
29,079
Q3 2025 Reduced 24.32%
$191B
$308 Million 0.09% of portfolio
57
Q1 2025 Added 3.64%
$0
$302 Million 0.09% of portfolio
2,748
Q3 2025 Reduced 5.21%
$24.8B
$310 Million 0.09% of portfolio
12,567
Q3 2025 Reduced 16.14%
$1.74T
$324 Million 0.09% of portfolio
1,330
Q2 2025 Reduced 14.91%
$0
$318 Million 0.09% of portfolio
2,200
Q1 2025 Reduced 21.43%
$1.1B
$301 Million 0.09% of portfolio
6,250
Q3 2025 New
$0
$302 Million 0.09% of portfolio
11,000
Q2 2025 Reduced 50.0%
$512B
$293 Million 0.08% of portfolio
515
Q4 2024 New
$0
$280 Million 0.08% of portfolio
11,467
Q2 2025 Reduced 36.06%
$0
$281 Million 0.08% of portfolio
2,690
Q3 2025 Added 0.67%
$0
$266 Million 0.08% of portfolio
2,244
Q3 2025 Reduced 0.71%
$17.2B
$273 Million 0.08% of portfolio
1,959
Q3 2025 Added 0.05%
$0
$273 Million 0.08% of portfolio
13,872
Q3 2025 Added 26.11%
$136B
$294 Million 0.08% of portfolio
1,243
Q3 2025 Reduced 4.24%
$0
$291 Million 0.08% of portfolio
4,270
Q3 2025 Added 35.43%
$21.3B
$298 Million 0.08% of portfolio
1,546
Q3 2025 Reduced 66.4%
$0
$297 Million 0.08% of portfolio
9,224
Q3 2025 Added 0.02%
$47.1B
$296 Million 0.08% of portfolio
2,645
Q3 2025 Added 18.45%
$0
$233 Million 0.07% of portfolio
498
Q2 2025 Reduced 33.33%
$18.5B
$265 Million 0.07% of portfolio
1,221
Q3 2025 Added 0.08%
$328B
$258 Million 0.07% of portfolio
862
Q2 2025 New
$0
$264 Million 0.07% of portfolio
1,877
Q3 2025 Reduced 26.74%
$0
$265 Million 0.07% of portfolio
1,479
Q1 2025 Added 4.97%
$74.3B
$257 Million 0.07% of portfolio
4,061
Q3 2025 Added 0.02%
$2.76B
$237 Million 0.07% of portfolio
3,234
Q3 2025 Reduced 2.62%
$0
$252 Million 0.07% of portfolio
3,137
Q2 2025 Added 0.1%
$47.7B
$234 Million 0.07% of portfolio
469
Q2 2025 Reduced 24.23%
$1.4B
$243 Million 0.07% of portfolio
9,657
Q3 2025 Reduced 31.58%
$96.4B
$244 Million 0.07% of portfolio
1,969
Q3 2025 Added 0.41%
$0
$248 Million 0.07% of portfolio
15,908
Q3 2025 Added 45.66%
$1.48B
$259 Million 0.07% of portfolio
4,027
Q4 2023 New

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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