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 Market Cap. of $10 Billions to $200 Billions
