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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$65.2 Billion 18.42% of portfolio
90,766
Q3 2025 Reduced 7.71%
$3.78T
$13.2 Billion 3.73% of portfolio
25,501
Q3 2025 Reduced 5.31%
$139B
$10.6 Billion 2.98% of portfolio
32,064
Q3 2025 Reduced 7.88%
$465B
$10.3 Billion 2.9% of portfolio
55,212
Q3 2025 Added 0.62%
$4.3T
$7.18 Billion 2.03% of portfolio
28,186
Q3 2025 Reduced 2.36%
$279B
$3.99 Billion 1.13% of portfolio
38,744
Q3 2025 Added 1.91%
$881B
$4.01 Billion 1.13% of portfolio
12,726
Q3 2025 Reduced 2.77%
$662B
$3.43 Billion 0.97% of portfolio
6,843
Q3 2025 Reduced 12.64%
$4.4B
$3.38 Billion 0.96% of portfolio
53,228
Q3 2025 Added 6.36%
$1.65T
$3.25 Billion 0.92% of portfolio
13,364
Q3 2025 Added 0.76%
$121B
$3.23 Billion 0.91% of portfolio
4,191
Q3 2025 Reduced 9.7%
$140B
$2.97 Billion 0.84% of portfolio
7,978
Q3 2025 Reduced 11.44%
$99.7B
$2.99 Billion 0.84% of portfolio
15,474
Q3 2025 Reduced 4.57%
$414B
$2.84 Billion 0.8% of portfolio
12,388
Q3 2025 Reduced 8.59%
$367B
$2.51 Billion 0.71% of portfolio
6,185
Q3 2025 Reduced 4.23%
$38.8B
$2.4 Billion 0.68% of portfolio
75,058
Q3 2025 Reduced 1.93%
$533B
$2.09 Billion 0.59% of portfolio
6,133
Q3 2025 Reduced 2.29%
$0
$1.66 Billion 0.47% of portfolio
82,120
Q3 2025 Reduced 8.53%
$342B
$1.68 Billion 0.47% of portfolio
9,209
Q3 2025 Added 26.85%
$70.1B
$1.61 Billion 0.46% of portfolio
9,475
Q3 2025 Reduced 1.04%
$170B
$1.53 Billion 0.43% of portfolio
10,584
Q3 2025 Reduced 6.2%
$237B
$1.49 Billion 0.42% of portfolio
9,216
Q3 2025 Reduced 8.93%
$100B
$1.49 Billion 0.42% of portfolio
5,509
Q3 2025 Added 0.02%
$38.4B
$1.4 Billion 0.4% of portfolio
4,484
Q2 2025 Reduced 7.72%
$19B
$1.33 Billion 0.37% of portfolio
6,469
Q2 2025 Reduced 10.71%
$31.5B
$1.27 Billion 0.36% of portfolio
17,425
Q3 2025 Reduced 19.31%
$123B
$1.2 Billion 0.34% of portfolio
4,269
Q3 2025 Reduced 3.94%
$123B
$1.2 Billion 0.34% of portfolio
2,411
Q3 2025 Added 87.33%
$49.1B
$1.21 Billion 0.34% of portfolio
1,009
Q3 2025 Added 29.03%
$0
$1.13 Billion 0.32% of portfolio
26,190
Q3 2025 Added 9.6%
$23.3B
$1.08 Billion 0.31% of portfolio
40,998
Q4 2023 New
$303B
$1.08 Billion 0.3% of portfolio
6,941
Q3 2025 Added 61.76%
$84.9B
$986 Million 0.28% of portfolio
5,854
Q3 2025 Reduced 7.84%
$104B
$974 Million 0.28% of portfolio
3,321
Q2 2025 Reduced 6.97%
$147B
$952 Million 0.27% of portfolio
9,769
Q3 2025 Reduced 0.84%
$63.4B
$960 Million 0.27% of portfolio
2,104
Q3 2025 Reduced 13.66%
$1.37T
$914 Million 0.26% of portfolio
1,241
Q3 2025 Added 5.08%
$224B
$929 Million 0.26% of portfolio
3,060
Q3 2025 Reduced 10.45%
$34.1B
$924 Million 0.26% of portfolio
5,352
Q3 2025 Reduced 6.15%
$17.1B
$935 Million 0.26% of portfolio
2,900
Q3 2024 Added 3.57%
$34.9B
$892 Million 0.25% of portfolio
3,748
Q2 2025 Reduced 3.33%
$404B
$891 Million 0.25% of portfolio
963
Q3 2025 Reduced 9.41%
$9.51B
$871 Million 0.25% of portfolio
3,142
Q2 2025 Reduced 9.56%
$172B
$895 Million 0.25% of portfolio
20,362
Q3 2025 Added 177.71%
$490B
$852 Million 0.24% of portfolio
7,540
Q3 2025 Reduced 9.23%
$36.7B
$833 Million 0.24% of portfolio
9,924
Q3 2025 Added 5.14%
$269B
$802 Million 0.23% of portfolio
3,351
Q1 2025 Added 7.03%
$228B
$746 Million 0.21% of portfolio
5,573
Q2 2025 Reduced 11.24%
$581M
$682 Million 0.19% of portfolio
13,967
Q2 2025 Reduced 20.53%

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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