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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$537 Million 0.18% of portfolio
7,991
Q2 2025 Added 16.81%
$0
$508 Million 0.17% of portfolio
8,578
Q2 2025 Added 0.03%
$0
$471 Million 0.16% of portfolio
3,506
Q2 2025 Reduced 14.19%
$0
$443 Million 0.15% of portfolio
5,633
Q2 2025 Added 0.04%
$0
$427 Million 0.14% of portfolio
974
Q2 2025 Added 24.87%
$0
$410 Million 0.14% of portfolio
9,183
Q2 2025 Added 0.04%
$0
$430 Million 0.14% of portfolio
1,791
Q2 2025 Added 16.53%
$0
$433 Million 0.14% of portfolio
10,449
Q2 2025 Added 57.89%
$0
$422 Million 0.14% of portfolio
4,807
Q4 2024 Added 24.66%
$0
$404 Million 0.13% of portfolio
5,700
Q3 2024 Reduced 5.79%
$0
$405 Million 0.13% of portfolio
2,743
Q2 2025 Reduced 3.04%
$0
$402 Million 0.13% of portfolio
8,936
Q2 2025 Reduced 0.58%
$0
$392 Million 0.13% of portfolio
27,764
Q1 2025 Reduced 0.26%
$0
$398 Million 0.13% of portfolio
12,978
Q2 2025 Added 12.53%
$0
$354 Million 0.12% of portfolio
3,579
Q2 2025 New
$0
$348 Million 0.11% of portfolio
8,406
Q2 2025 Added 0.07%
$0
$302 Million 0.1% of portfolio
7,120
Q2 2025 Added 39.88%
$0
$273 Million 0.09% of portfolio
9,222
Q2 2025 Reduced 7.04%
$0
$283 Million 0.09% of portfolio
2,899
Q2 2025 Reduced 0.03%
$0
$278 Million 0.09% of portfolio
2,200
Q1 2025 Reduced 21.43%
$0
$255 Million 0.08% of portfolio
2,672
Q2 2025 Added 0.45%
$0
$237 Million 0.08% of portfolio
11,000
Q2 2025 New
$0
$257 Million 0.08% of portfolio
3,164
Q2 2025 Reduced 5.64%
$0
$245 Million 0.08% of portfolio
2,260
Q2 2025 Added 38.74%
$0
$239 Million 0.08% of portfolio
1,479
Q1 2025 Added 4.97%
$0
$235 Million 0.08% of portfolio
3,137
Q2 2025 Added 0.1%
$0
$211 Million 0.07% of portfolio
498
Q2 2025 Reduced 33.33%
$0
$198 Million 0.07% of portfolio
2,227
Q2 2025 Added 0.09%
$0
$203 Million 0.07% of portfolio
358
Q2 2025 Added 3,480.0%
$0
$203 Million 0.07% of portfolio
3,250
Q4 2023 New
$0
$203 Million 0.07% of portfolio
7,947
Q2 2025 Added 0.47%
$0
$213 Million 0.07% of portfolio
7,500
Q4 2024 Reduced 58.82%
$0
$202 Million 0.07% of portfolio
3,153
Q2 2025 Added 221.08%
$0
$215 Million 0.07% of portfolio
3,790
Q2 2025 Reduced 8.45%
$0
$170 Million 0.06% of portfolio
984
Q2 2025 Reduced 39.56%
$0
$192 Million 0.06% of portfolio
4,390
Q2 2025 Added 4.52%
$0
$193 Million 0.06% of portfolio
1,936
Q4 2023 New
$0
$189 Million 0.06% of portfolio
3,024
Q4 2023 New
$0
$170 Million 0.06% of portfolio
783
Q2 2025 Reduced 3.33%
$0
$188 Million 0.06% of portfolio
3,872
Q2 2025 Added 80.85%
$0
$175 Million 0.06% of portfolio
6,425
Q3 2024 Reduced 13.08%
$0
$178 Million 0.06% of portfolio
1,630
Q2 2025 Added 18.12%
$0
$183 Million 0.06% of portfolio
1,112
Q2 2025 Reduced 38.05%
$0
$163 Million 0.05% of portfolio
2,728
Q2 2025 Added 113.79%
$0
$167 Million 0.05% of portfolio
2,000
Q4 2023 New
$0
$160 Million 0.05% of portfolio
2,701
Q2 2025 Reduced 19.25%
$0
$159 Million 0.05% of portfolio
1,097
Q4 2023 New
$0
$161 Million 0.05% of portfolio
635
Q2 2024 Added 64.94%
$0
$131 Million 0.04% of portfolio
6,000
Q4 2023 New

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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