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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442M
$281 Million 0.08% of portfolio
7,041
Q3 2025 New
$465M
$246 Million 0.07% of portfolio
60,000
Q2 2025 Reduced 4.76%
$1.07B
$215 Million 0.06% of portfolio
7,200
Q3 2025 New
$549M
$64.9 Million 0.02% of portfolio
12,354
Q3 2025 New

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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