Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

Mgb Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $354 Billion distributed in 313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $65.2B, Invesco Qqq Trust, Series 1 with a value of $17.7B, Microsoft Corp with a value of $13.2B, Broadcom Inc. with a value of $10.6B, and Spdr S&P 500 ETF Trust with a value of $10.3B.

Examining the 13F form we can see an increase of $50.5B in the current position value, from $304B to 354B.

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 $354 Billion
ETFs: $136 Billion
Technology: $113 Billion
Financial Services: $31.8 Billion
Energy: $12.5 Billion
Healthcare: $10.8 Billion
Industrials: $10.3 Billion
Consumer Cyclical: $10.2 Billion
Communication Services: $8.08 Billion
Other: $11.2 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.7 Billion 5.01% of portfolio
29,537
Q3 2025 Added 0.27%
$0
$10.3 Billion 2.92% of portfolio
15,531
Q3 2025 Reduced 4.79%
$0
$10.1 Billion 2.85% of portfolio
31,574
Q3 2025 Reduced 1.46%
$130B
$4.79 Billion 1.35% of portfolio
13,483
Q3 2025 Reduced 1.1%
$0
$3.93 Billion 1.11% of portfolio
14,033
Q3 2024 Reduced 10.66%
$0
$3.71 Billion 1.05% of portfolio
16,176
Q4 2024 Reduced 2.12%
$0
$3.65 Billion 1.03% of portfolio
77,840
Q3 2025 Reduced 7.41%
$0
$3.21 Billion 0.91% of portfolio
71,971
Q3 2025 Reduced 6.35%
$0
$2.95 Billion 0.83% of portfolio
25,622
Q3 2025 Added 0.45%
$0
$2.56 Billion 0.72% of portfolio
4,188
Q3 2025 Added 1,069.83%
$24.1B
$2.38 Billion 0.67% of portfolio
56,171
Q3 2025 Reduced 4.72%
$0
$2.38 Billion 0.67% of portfolio
25,016
Q3 2025 Added 0.03%
$0
$2.28 Billion 0.64% of portfolio
31,986
Q3 2025 Reduced 2.22%
$0
$2.24 Billion 0.63% of portfolio
19,000
Q3 2025 Reduced 2.97%
$0
$2.21 Billion 0.62% of portfolio
9,400
Q3 2025 Added 0.01%
$0
$1.95 Billion 0.55% of portfolio
21,037
Q3 2025 Reduced 0.35%
$0
$1.86 Billion 0.53% of portfolio
19,994
Q3 2025 Reduced 8.48%
$0
$1.85 Billion 0.52% of portfolio
11,940
Q3 2025 Reduced 1.39%
$0
$1.86 Billion 0.52% of portfolio
39,080
Q3 2025 Reduced 7.74%
$0
$1.78 Billion 0.5% of portfolio
66,297
Q3 2025 Reduced 0.38%
$0
$1.74 Billion 0.49% of portfolio
5,358
Q3 2025 Reduced 5.98%
$0
$1.66 Billion 0.47% of portfolio
43,387
Q3 2025 Added 0.01%
$0
$1.56 Billion 0.44% of portfolio
28,090
Q3 2025 Added 0.01%
$0
$1.44 Billion 0.41% of portfolio
7,701
Q3 2025 Added 12.47%
$0
$1.41 Billion 0.4% of portfolio
60,084
Q3 2025 Reduced 2.13%
$0
$1.38 Billion 0.39% of portfolio
18,840
Q3 2025 Added 0.06%
$0
$1.11 Billion 0.31% of portfolio
17,301
Q2 2025 Reduced 1.7%
$0
$1.07 Billion 0.3% of portfolio
50,673
Q3 2025 Reduced 3.48%
$0
$1.07 Billion 0.3% of portfolio
24,950
Q3 2025 Added 2.72%
$0
$1.05 Billion 0.3% of portfolio
20,500
Q3 2025 Reduced 2.32%
$0
$1.03 Billion 0.29% of portfolio
24,775
Q1 2025 Reduced 8.33%
$0
$1.01 Billion 0.29% of portfolio
5,346
Q3 2025 Added 0.02%
$0
$996 Million 0.28% of portfolio
25,811
Q2 2025 Reduced 30.08%
$0
$948 Million 0.27% of portfolio
51,919
Q3 2025 Reduced 9.21%
$0
$973 Million 0.27% of portfolio
22,118
Q3 2025 Reduced 1.75%
$0
$882 Million 0.25% of portfolio
11,258
Q3 2025 Added 39.59%
$0
$901 Million 0.25% of portfolio
26,601
Q3 2025 Reduced 7.07%
$0
$852 Million 0.24% of portfolio
8,604
Q3 2025 Reduced 0.81%
$0
$805 Million 0.23% of portfolio
3,138
Q3 2025 Added 75.21%
$0
$813 Million 0.23% of portfolio
5,992
Q3 2025 Added 1,715.76%
$0
$810 Million 0.23% of portfolio
8,692
Q3 2025 Added 8.77%
$0
$763 Million 0.22% of portfolio
13,345
Q3 2025 Added 0.04%
$0
$771 Million 0.22% of portfolio
16,172
Q3 2025 Added 5.38%
$0
$775 Million 0.22% of portfolio
14,510
Q3 2025 Added 1,219.09%
$0
$734 Million 0.21% of portfolio
3,524
Q2 2025 Reduced 18.14%
$0
$704 Million 0.2% of portfolio
19,869
Q3 2025 Reduced 0.9%
$0
$723 Million 0.2% of portfolio
10,059
Q3 2025 Added 5.23%
$0
$672 Million 0.19% of portfolio
4,731
Q3 2025 Added 1.31%
$0
$633 Million 0.18% of portfolio
9,369
Q3 2025 Reduced 25.02%

Summary

  • Portfolio
  • No. of Stocks 313
  • Current Value $354 Billion
  • Prior Value $304 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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