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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$495B
$145 Billion 47.55% of portfolio
919,372
Q2 2025 Reduced 7.96%
$4.34T
$45.3 Billion 14.83% of portfolio
220,771
Q2 2025 Reduced 0.07%
$96.3B
$8.55 Billion 2.8% of portfolio
31,029
Q2 2025 Added 0.09%
$2.54T
$6.58 Billion 2.15% of portfolio
29,987
Q2 2025 Added 0.35%
$1.43T
$3.25 Billion 1.06% of portfolio
4,402
Q2 2025 Reduced 1.96%
$143B
$3.12 Billion 1.02% of portfolio
11,301
Q2 2025 Added 1.3%
$42.6B
$3.03 Billion 0.99% of portfolio
20,460
Q1 2025 Added 2.81%
$1.66T
$2.97 Billion 0.97% of portfolio
16,868
Q2 2025 Added 2.14%
$269B
$2.82 Billion 0.92% of portfolio
8,838
Q2 2025 Added 1.3%
$3.83T
$2.35 Billion 0.77% of portfolio
4,721
Q2 2025 Reduced 2.78%
$556B
$2.34 Billion 0.76% of portfolio
6,579
Q2 2025 Added 2.13%
$0
$2.24 Billion 0.73% of portfolio
4,058
Q2 2025 Added 108.53%
$635B
$1.91 Billion 0.63% of portfolio
3,937
Q2 2025 Added 9.82%
$0
$1.61 Billion 0.53% of portfolio
235,904
Q2 2025 Added 222.67%
$476B
$1.58 Billion 0.52% of portfolio
14,616
Q2 2025 Added 2.56%
$669B
$1.55 Billion 0.51% of portfolio
7,082
Q2 2025 Added 3.48%
$212B
$1.54 Billion 0.5% of portfolio
19,419
Q2 2025 Added 4.68%
$229B
$1.49 Billion 0.49% of portfolio
8,158
Q2 2025 Reduced 0.51%
$258B
$1.46 Billion 0.48% of portfolio
9,999
Q2 2025 Added 32.09%
$1.4T
$1.35 Billion 0.44% of portfolio
4,248
Q2 2025 Reduced 9.71%
$382B
$1.28 Billion 0.42% of portfolio
6,894
Q2 2025 Added 2.15%
$72.1B
$1.27 Billion 0.41% of portfolio
24,096
Q2 2025 Reduced 4.02%
$404B
$1.25 Billion 0.41% of portfolio
8,803
Q2 2025 Added 10.0%
$28.7B
$1.23 Billion 0.4% of portfolio
15,111
Q2 2025 Added 4.08%
$5.5B
$1.21 Billion 0.4% of portfolio
83,333
Q4 2024 Reduced 4.14%
$257B
$1.12 Billion 0.37% of portfolio
4,689
Q2 2025 Added 10.56%
$486B
$1.09 Billion 0.36% of portfolio
812
Q2 2025 Added 2.27%
$1.69T
$1.05 Billion 0.34% of portfolio
5,930
Q2 2025 Added 3.42%
$115B
$992 Million 0.32% of portfolio
1,947
Q2 2025 Added 8.35%
$278B
$923 Million 0.3% of portfolio
6,555
Q2 2025 Added 0.91%
$862B
$920 Million 0.3% of portfolio
1,180
Q2 2025 Reduced 2.64%
$169B
$889 Million 0.29% of portfolio
992
Q2 2025 Added 2.27%
$51.7B
$898 Million 0.29% of portfolio
6,221
Q2 2025 Reduced 19.99%
$18.8B
$863 Million 0.28% of portfolio
19,300
Q4 2024 New
$0
$826 Million 0.27% of portfolio
7,014
Q1 2025 Added 0.06%
$270B
$807 Million 0.26% of portfolio
2,738
Q2 2025 Added 9.83%
$37.5B
$802 Million 0.26% of portfolio
24,267
Q2 2025 Added 14.25%
$127B
$792 Million 0.26% of portfolio
1,710
Q2 2025 Reduced 6.91%
$98.8B
$787 Million 0.26% of portfolio
1,127
Q2 2025 Added 0.09%
$907B
$806 Million 0.26% of portfolio
2,781
Q2 2025 Reduced 5.28%
$30B
$769 Million 0.25% of portfolio
7,493
Q2 2025 Reduced 2.14%
$297B
$767 Million 0.25% of portfolio
11,055
Q2 2025 Reduced 0.22%
$190B
$736 Million 0.24% of portfolio
1,354
Q2 2025 Added 1.27%
$392B
$726 Million 0.24% of portfolio
1,981
Q2 2025 Added 5.15%
$4.3B
$740 Million 0.24% of portfolio
12,520
Q2 2025 Added 3.51%
$179B
$747 Million 0.24% of portfolio
726
Q2 2025 Reduced 5.35%
$0
$720 Million 0.24% of portfolio
51,785
Q3 2024 New
$177B
$731 Million 0.24% of portfolio
3,521
Q2 2025 Added 3.86%
$416B
$719 Million 0.24% of portfolio
726
Q2 2025 Added 0.41%

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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