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
$971B
$625 Million 0.18% of portfolio
825
Q3 2025 Reduced 56.12%
$1.29T
$652 Million 0.18% of portfolio
1,466
Q3 2025 Reduced 11.21%
$35B
$622 Million 0.18% of portfolio
5,430
Q2 2025 Reduced 4.9%
$0
$578 Million 0.16% of portfolio
46,000
Q3 2025 Added 53.33%
$0
$532 Million 0.15% of portfolio
21,444
Q3 2025 Reduced 1.14%
$8.65B
$540 Million 0.15% of portfolio
5,647
Q3 2025 Reduced 10.66%
$66.3B
$531 Million 0.15% of portfolio
2,315
Q3 2025 Reduced 4.14%
$346B
$529 Million 0.15% of portfolio
3,441
Q3 2025 Reduced 1.57%
$0
$518 Million 0.15% of portfolio
56,869
Q3 2025 Added 12.9%
$79.6B
$504 Million 0.14% of portfolio
4,086
Q1 2025 Added 29.59%
$103B
$492 Million 0.14% of portfolio
3,765
Q3 2025 Added 0.05%
$388B
$494 Million 0.14% of portfolio
3,057
Q3 2025 Reduced 13.55%
$177B
$483 Million 0.14% of portfolio
2,630
Q3 2025 Added 0.08%
$0
$509 Million 0.14% of portfolio
55,968
Q2 2025 Reduced 50.31%
$0
$481 Million 0.14% of portfolio
23,194
Q3 2025 Added 9.58%
$0
$459 Million 0.13% of portfolio
33,815
Q3 2025 Added 3.79%
$26.6B
$451 Million 0.13% of portfolio
3,198
Q3 2025 Reduced 26.63%
$57.9B
$476 Million 0.13% of portfolio
2,228
Q3 2025 Reduced 19.48%
$181B
$461 Million 0.13% of portfolio
16,314
Q3 2025 Added 13.97%
$205B
$428 Million 0.12% of portfolio
2,904
Q3 2025 Added 0.14%
$522B
$434 Million 0.12% of portfolio
2,344
Q3 2025 Reduced 1.84%
$77.2B
$425 Million 0.12% of portfolio
1,996
Q2 2025 Added 14.32%
$13B
$414 Million 0.12% of portfolio
1,956
Q3 2025 Reduced 20.33%
$10.1B
$426 Million 0.12% of portfolio
11,332
Q3 2025 Reduced 6.84%
$37.9B
$432 Million 0.12% of portfolio
5,250
Q4 2023 New
$11.2B
$406 Million 0.11% of portfolio
2,432
Q3 2025 Reduced 67.75%
$14.5B
$395 Million 0.11% of portfolio
1,325
Q2 2025 Added 6.0%
$3.24B
$397 Million 0.11% of portfolio
6,900
Q3 2025 Added 3.76%
$40.2B
$407 Million 0.11% of portfolio
1,900
Q2 2025 New
$78.4B
$381 Million 0.11% of portfolio
2,843
Q3 2025 Reduced 34.34%
$405B
$387 Million 0.11% of portfolio
400
Q4 2024 New
$159B
$376 Million 0.11% of portfolio
771
Q3 2025 Added 14.9%
$61.4B
$360 Million 0.1% of portfolio
870
Q3 2025 New
$10.3B
$357 Million 0.1% of portfolio
1,050
Q3 2025 Added 10.53%
$168B
$343 Million 0.1% of portfolio
4,535
Q3 2025 Reduced 2.26%
$13.7B
$353 Million 0.1% of portfolio
8,300
Q3 2025 Reduced 3.49%
$8.06B
$360 Million 0.1% of portfolio
925
Q2 2025 Reduced 25.88%
$24.5B
$345 Million 0.1% of portfolio
2,031
Q3 2025 Reduced 24.69%
$0
$321 Million 0.09% of portfolio
29,079
Q3 2025 Reduced 24.32%
$191B
$308 Million 0.09% of portfolio
57
Q1 2025 Added 3.64%
$24.8B
$310 Million 0.09% of portfolio
12,567
Q3 2025 Reduced 16.14%
$1.74T
$324 Million 0.09% of portfolio
1,330
Q2 2025 Reduced 14.91%
$1.1B
$301 Million 0.09% of portfolio
6,250
Q3 2025 New
$0
$302 Million 0.09% of portfolio
11,000
Q2 2025 Reduced 50.0%
$512B
$293 Million 0.08% of portfolio
515
Q4 2024 New
$0
$280 Million 0.08% of portfolio
11,467
Q2 2025 Reduced 36.06%
$17.2B
$273 Million 0.08% of portfolio
1,959
Q3 2025 Added 0.05%
$136B
$294 Million 0.08% of portfolio
1,243
Q3 2025 Reduced 4.24%
$21.3B
$298 Million 0.08% of portfolio
1,546
Q3 2025 Reduced 66.4%

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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