Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $305 Billion
  • Q2 2025

Mindset Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $305 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $145B, Apple Inc. with a value of $45.3B, Cme Group Inc. with a value of $8.55B, Amazon Com Inc with a value of $6.58B, and Meta Platforms, Inc. with a value of $3.25B.

Examining the 13F form we can see an increase of $48.6B in the current position value, from $257B to 305B.

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 $305 Billion
Technology: $212 Billion
Financial Services: $27.4 Billion
Consumer Cyclical: $14.7 Billion
Communication Services: $10.5 Billion
Industrials: $8.84 Billion
Healthcare: $7.74 Billion
ETFs: $7.44 Billion
Consumer Defensive: $5.64 Billion
Other: $7.15 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.61 Billion 0.53% of portfolio
235,904
Q2 2025 Added 222.67%
$0
$720 Million 0.24% of portfolio
51,785
Q3 2024 New
$40M
$17.7 Million 0.01% of portfolio
27,557
Q2 2025 Added 19.0%
$0
$24.6 Million 0.01% of portfolio
14,145
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $305 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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