Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025

Mindset Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $367 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $176B, Apple Inc. with a value of $56B, Cme Group Inc. with a value of $8.38B, Amazon Com Inc with a value of $6.84B, and Alphabet Inc. with a value of $4.18B.

Examining the 13F form we can see an increase of $61.4B in the current position value, from $305B to 367B.

Mindset Wealth Management, LLC is based out at Indianapolis, IN

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

Portfolio value $367 Billion
Technology: $261 Billion
Financial Services: $28.3 Billion
Consumer Cyclical: $16 Billion
Communication Services: $13.3 Billion
Industrials: $10.9 Billion
ETFs: $8.83 Billion
Healthcare: $8.47 Billion
Energy: $5.66 Billion
Other: $9.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$176 Billion 47.9% of portfolio
941,944
Q3 2025 Added 2.46%
$4.3T
$56 Billion 15.25% of portfolio
219,767
Q3 2025 Reduced 0.45%
$100B
$8.38 Billion 2.28% of portfolio
31,004
Q3 2025 Reduced 0.08%
$2.39T
$6.84 Billion 1.86% of portfolio
31,145
Q3 2025 Added 3.86%
$1.65T
$4.18 Billion 1.14% of portfolio
17,210
Q3 2025 Added 2.03%
$139B
$3.73 Billion 1.02% of portfolio
11,299
Q3 2025 Reduced 0.02%
$1.37T
$3.69 Billion 1.01% of portfolio
5,030
Q3 2025 Added 14.27%
$42.4B
$3.11 Billion 0.85% of portfolio
20,460
Q1 2025 Added 2.81%
$255B
$2.95 Billion 0.8% of portfolio
8,885
Q3 2025 Added 0.53%
$3.78T
$2.57 Billion 0.7% of portfolio
4,971
Q3 2025 Added 5.3%
$0
$2.43 Billion 0.66% of portfolio
4,041
Q3 2025 Reduced 0.42%
$533B
$2.24 Billion 0.61% of portfolio
6,569
Q3 2025 Reduced 0.15%
$342B
$2.13 Billion 0.58% of portfolio
11,671
Q3 2025 Added 160.75%
$662B
$2 Billion 0.54% of portfolio
3,976
Q3 2025 Added 0.99%
$1.29T
$1.99 Billion 0.54% of portfolio
4,485
Q3 2025 Added 5.58%
$69.4B
$1.92 Billion 0.52% of portfolio
23,453
Q3 2025 Reduced 2.67%
$1.74T
$1.72 Billion 0.47% of portfolio
7,049
Q3 2025 Added 18.87%
$388B
$1.68 Billion 0.46% of portfolio
10,362
Q3 2025 Added 17.71%
$490B
$1.65 Billion 0.45% of portfolio
14,617
Q3 2025 Added 0.01%
$414B
$1.66 Billion 0.45% of portfolio
7,166
Q3 2025 Added 3.95%
$235B
$1.63 Billion 0.44% of portfolio
19,386
Q3 2025 Reduced 0.17%
$59.5B
$1.58 Billion 0.43% of portfolio
34,466
Q3 2025 Reduced 2.61%
$258B
$1.59 Billion 0.43% of portfolio
9,498
Q3 2025 Reduced 5.01%
$0
$1.51 Billion 0.41% of portfolio
237,458
Q3 2025 Added 0.66%
$269B
$1.47 Billion 0.4% of portfolio
6,140
Q3 2025 Added 30.94%
$5.57B
$1.34 Billion 0.37% of portfolio
83,333
Q4 2024 Reduced 4.14%
$53.3B
$1.36 Billion 0.37% of portfolio
5,766
Q3 2025 Reduced 7.31%
$237B
$1.36 Billion 0.37% of portfolio
8,373
Q3 2025 Added 2.64%
$49.1B
$1.29 Billion 0.35% of portfolio
1,077
Q3 2025 Added 32.64%
$31.5B
$1.16 Billion 0.32% of portfolio
15,909
Q3 2025 Added 5.28%
$270B
$1.05 Billion 0.29% of portfolio
6,582
Q3 2025 Added 0.41%
$115B
$1.08 Billion 0.29% of portfolio
2,203
Q3 2025 Added 13.15%
$161B
$1.07 Billion 0.29% of portfolio
991
Q3 2025 Reduced 0.1%
$10.7B
$994 Million 0.27% of portfolio
13,104
Q3 2025 New
Arista Networks Inc
-
$997 Million 0.27% of portfolio
-
Q3 2025 Added 49.44%
$881B
$943 Million 0.26% of portfolio
2,990
Q3 2025 Added 7.52%
$971B
$950 Million 0.26% of portfolio
1,245
Q3 2025 Added 5.51%
$0
$962 Million 0.26% of portfolio
7,014
Q1 2025 Added 0.06%
$65.2B
$918 Million 0.25% of portfolio
2,173
Q3 2025 Reduced 0.09%
$48.8B
$913 Million 0.25% of portfolio
18,743
Q3 2025 Added 15.4%
$169B
$904 Million 0.25% of portfolio
982
Q3 2025 Added 35.26%
$123B
$872 Million 0.24% of portfolio
1,746
Q3 2025 Added 2.11%
$107B
$858 Million 0.23% of portfolio
1,132
Q3 2025 Added 0.44%
$268B
$807 Million 0.22% of portfolio
4,823
Q3 2025 Added 59.86%
$4.4B
$796 Million 0.22% of portfolio
12,520
Q2 2025 Added 3.51%
$19.3B
$811 Million 0.22% of portfolio
18,900
Q3 2025 Reduced 2.07%
$367B
$803 Million 0.22% of portfolio
1,982
Q3 2025 Added 0.05%
$23.2B
$763 Million 0.21% of portfolio
1,772
Q3 2025 Added 2.72%
$266B
$766 Million 0.21% of portfolio
2,716
Q3 2025 Reduced 0.8%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $367 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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