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 Market Cap. of $200 Billions or more
