Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025

Mgb Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $34.4B, Invesco Qqq Trust, Series 1 with a value of $16.2B, Microsoft Corp with a value of $13.4B, Spdr S&P 500 ETF Trust with a value of $10.1B, and Broadcom Inc. with a value of $9.54B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $276B to 304B.

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 $304 Billion
ETFs: $122 Billion
Technology: $79.2 Billion
Financial Services: $33.5 Billion
Energy: $13.3 Billion
Consumer Cyclical: $11.5 Billion
Healthcare: $11.1 Billion
Industrials: $9.49 Billion
Consumer Defensive: $8.6 Billion
Other: $9.41 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$34.4 Billion 11.34% of portfolio
98,346
Q2 2025 Reduced 10.28%
$3.95T
$13.4 Billion 4.41% of portfolio
26,932
Q2 2025 Reduced 0.48%
$127B
$9.54 Billion 3.14% of portfolio
34,808
Q2 2025 Reduced 7.4%
$456B
$8.67 Billion 2.86% of portfolio
54,870
Q2 2025 Reduced 8.96%
$3.69T
$5.91 Billion 1.95% of portfolio
28,868
Q2 2025 Reduced 8.15%
$859B
$3.79 Billion 1.25% of portfolio
13,089
Q2 2025 Reduced 1.82%
$621B
$3.8 Billion 1.25% of portfolio
7,833
Q2 2025 Reduced 0.17%
$281B
$3.72 Billion 1.22% of portfolio
38,016
Q2 2025 Added 6.96%
$94.7B
$3.4 Billion 1.12% of portfolio
4,641
Q2 2025 Added 23.69%
$145B
$3.2 Billion 1.06% of portfolio
9,009
Q2 2025 Reduced 6.9%
$5.02B
$2.96 Billion 0.97% of portfolio
50,043
Q2 2025 Reduced 47.64%
$79.3B
$2.7 Billion 0.89% of portfolio
16,215
Q2 2025 Reduced 6.17%
$351B
$2.5 Billion 0.82% of portfolio
13,552
Q2 2025 Reduced 2.04%
$34.5B
$2.4 Billion 0.79% of portfolio
76,533
Q2 2025 Reduced 3.24%
$405B
$2.37 Billion 0.78% of portfolio
6,458
Q2 2025 Reduced 2.61%
$1.21T
$2.34 Billion 0.77% of portfolio
13,263
Q2 2025 Reduced 9.24%
$551B
$2.22 Billion 0.73% of portfolio
6,277
Q2 2025 Reduced 3.09%
$261B
$1.84 Billion 0.61% of portfolio
10,120
Q2 2025 Added 13.05%
$0
$1.81 Billion 0.6% of portfolio
89,775
Q2 2025 Added 2.07%
$33.1B
$1.76 Billion 0.58% of portfolio
21,594
Q2 2025 Reduced 9.78%
$99.2B
$1.52 Billion 0.5% of portfolio
5,508
Q2 2025 Added 5.98%
$608B
$1.47 Billion 0.48% of portfolio
1,880
Q2 2025 Reduced 9.09%
$22.7B
$1.44 Billion 0.47% of portfolio
6,469
Q2 2025 Reduced 10.71%
$11.8B
$1.41 Billion 0.47% of portfolio
7,540
Q2 2025 Reduced 12.51%
$155B
$1.39 Billion 0.46% of portfolio
11,284
Q2 2025 Reduced 2.83%
$38.4B
$1.34 Billion 0.44% of portfolio
4,484
Q2 2025 Reduced 7.72%
$9.71B
$1.28 Billion 0.42% of portfolio
31,763
Q2 2025 Reduced 0.38%
$112B
$1.29 Billion 0.42% of portfolio
4,444
Q2 2025 Reduced 1.44%
$51.4B
$1.29 Billion 0.42% of portfolio
9,575
Q4 2024 Reduced 1.64%
$102B
$1.16 Billion 0.38% of portfolio
6,352
Q2 2025 Reduced 7.12%
$0
$1.05 Billion 0.35% of portfolio
23,896
Q2 2025 Added 2.58%
$147B
$1.05 Billion 0.35% of portfolio
9,852
Q2 2025 Reduced 1.72%
$439B
$1.05 Billion 0.35% of portfolio
1,063
Q2 2025 Added 20.93%
$78.6B
$1.02 Billion 0.34% of portfolio
2,437
Q2 2025 Added 2.09%
$545B
$1.05 Billion 0.34% of portfolio
782
Q2 2025 Added 12.68%
$124B
$1.02 Billion 0.34% of portfolio
3,321
Q2 2025 Reduced 6.97%
$25.1B
$999 Million 0.33% of portfolio
4,601
Q2 2025 Added 4.24%
$222B
$998 Million 0.33% of portfolio
3,417
Q2 2025 Reduced 8.27%
$367B
$988 Million 0.33% of portfolio
7,260
Q2 2025 Added 20.3%
$23.7B
$964 Million 0.32% of portfolio
40,998
Q4 2023 New
$17.1B
$951 Million 0.31% of portfolio
2,900
Q3 2024 Added 3.57%
$40.5B
$909 Million 0.3% of portfolio
3,748
Q2 2025 Reduced 3.33%
$442B
$899 Million 0.3% of portfolio
8,307
Q2 2025 Added 0.05%
$1.78T
$871 Million 0.29% of portfolio
1,181
Q2 2025 Reduced 4.83%
$36.2B
$875 Million 0.29% of portfolio
5,703
Q4 2024 Reduced 1.72%
$9.88B
$857 Million 0.28% of portfolio
3,142
Q2 2025 Reduced 9.56%
$606M
$807 Million 0.27% of portfolio
32,733
Q4 2024 New
$314B
$797 Million 0.26% of portfolio
3,351
Q1 2025 Added 7.03%
$229B
$757 Million 0.25% of portfolio
5,573
Q2 2025 Reduced 11.24%

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $304 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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