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
$56.3B
$712 Million 0.23% of portfolio
2,175
Q2 2025 Added 4.07%
$52.6B
$688 Million 0.23% of portfolio
9,595
Q2 2025 Added 5.57%
$23.2B
$705 Million 0.23% of portfolio
1,725
Q2 2025 Added 0.58%
$0
$666 Million 0.22% of portfolio
2,629
Q2 2025 Added 80.07%
$8.78B
$644 Million 0.21% of portfolio
6,782
Q2 2025 Added 0.94%
$302B
$614 Million 0.2% of portfolio
4,291
Q1 2025 Added 19.49%
$548B
$601 Million 0.2% of portfolio
1,069
Q2 2025 Added 0.09%
$367B
$610 Million 0.2% of portfolio
4,476
Q2 2025 Added 52.09%
$4.73B
$621 Million 0.2% of portfolio
10,515
Q3 2024 New
$42.6B
$623 Million 0.2% of portfolio
16,242
Q2 2025 Added 9.86%
$173B
$621 Million 0.2% of portfolio
3,901
Q2 2025 Added 2.58%
$102B
$625 Million 0.2% of portfolio
3,405
Q3 2024 New
$85.6B
$573 Million 0.19% of portfolio
1,733
Q2 2025 Added 5.86%
$102B
$581 Million 0.19% of portfolio
6,325
Q2 2025 Added 18.09%
Super Micro Computer Inc
-
$567 Million 0.19% of portfolio
-
Q2 2025 Reduced 36.93%
$118B
$547 Million 0.18% of portfolio
9,323
Q2 2025 Added 15.48%
$146B
$530 Million 0.17% of portfolio
2,275
Q2 2025 Reduced 12.26%
$0
$487 Million 0.16% of portfolio
1,330
Q1 2025 Added 0.15%
$145B
$500 Million 0.16% of portfolio
1,400
Q2 2025 Reduced 0.85%
$39.1B
$503 Million 0.16% of portfolio
4,681
Q2 2025 Added 1.21%
$1.19B
$494 Million 0.16% of portfolio
8,800
Q4 2024 Added 16.56%
$245B
$476 Million 0.16% of portfolio
1,526
Q2 2025 Added 22.77%
$381B
$501 Million 0.16% of portfolio
10,584
Q2 2025 Added 0.49%
$61.1B
$466 Million 0.15% of portfolio
5,800
Q1 2025 Added 5.45%
$218B
$467 Million 0.15% of portfolio
1,204
Q2 2025 Added 0.17%
$0
$473 Million 0.15% of portfolio
4,837
Q1 2025 Added 0.08%
Arista Networks Inc
-
$468 Million 0.15% of portfolio
-
Q2 2025 Reduced 19.13%
$75.3B
$457 Million 0.15% of portfolio
14,012
Q2 2025 Reduced 4.11%
$452B
$471 Million 0.15% of portfolio
3,083
Q2 2025 Added 0.82%
Teekay Tankers LTD
-
$467 Million 0.15% of portfolio
-
Q4 2024 New
$52.5B
$430 Million 0.14% of portfolio
2,100
Q2 2025 Added 0.48%
$6.58B
$418 Million 0.14% of portfolio
7,920
Q1 2025 Reduced 10.0%
$95.8B
$419 Million 0.14% of portfolio
3,550
Q2 2025 Added 7.58%
$55.9B
$423 Million 0.14% of portfolio
2,100
Q2 2025 Added 16.67%
$207B
$407 Million 0.13% of portfolio
3,282
Q2 2025 Reduced 5.39%
Sezzle Inc
-
$388 Million 0.13% of portfolio
-
Q2 2025 New
$55B
$372 Million 0.12% of portfolio
5,086
Q2 2025 New
$222B
$352 Million 0.12% of portfolio
1,203
Q2 2025 Added 19.94%
$139B
$372 Million 0.12% of portfolio
3,017
Q2 2025 Reduced 3.21%
$18.6B
$352 Million 0.12% of portfolio
3,798
Q2 2025 New
$55.2B
$373 Million 0.12% of portfolio
698
Q3 2024 New
$23.7B
$361 Million 0.12% of portfolio
5,010
Q1 2025 Reduced 1.09%
$232B
$368 Million 0.12% of portfolio
1,350
Q2 2025 Reduced 7.28%
$306B
$345 Million 0.11% of portfolio
1,340
Q2 2025 Added 3.0%
$0
$348 Million 0.11% of portfolio
563
Q2 2025 Reduced 1.4%
$178B
$335 Million 0.11% of portfolio
2,904
Q2 2025 Reduced 0.89%
$19.7B
$348 Million 0.11% of portfolio
2,100
Q2 2025 Added 5.0%
Reddit Inc
-
$346 Million 0.11% of portfolio
-
Q2 2025 Added 14.85%
Celestica Inc
-
$343 Million 0.11% of portfolio
-
Q2 2025 New

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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