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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$1.49 Billion 0.42% of portfolio
5,509
Q3 2025 Added 0.02%
$0
$1.44 Billion 0.41% of portfolio
7,701
Q3 2025 Added 12.47%
Global X Fds
-
$1.41 Billion 0.4% of portfolio
-
Q3 2025 Added 7.45%
$0
$1.41 Billion 0.4% of portfolio
60,084
Q3 2025 Reduced 2.13%
$38.4B
$1.4 Billion 0.4% of portfolio
4,484
Q2 2025 Reduced 7.72%
$0
$1.38 Billion 0.39% of portfolio
18,840
Q3 2025 Added 0.06%
$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
$0
$1.11 Billion 0.31% of portfolio
17,301
Q2 2025 Reduced 1.7%
$303B
$1.08 Billion 0.3% of portfolio
6,941
Q3 2025 Added 61.76%
$0
$1.07 Billion 0.3% of portfolio
50,673
Q3 2025 Reduced 3.48%
$0
$1.05 Billion 0.3% of portfolio
20,500
Q3 2025 Reduced 2.32%
$0
$1.03 Billion 0.29% of portfolio
24,775
Q1 2025 Reduced 8.33%
$0
$1.01 Billion 0.29% of portfolio
5,346
Q3 2025 Added 0.02%
$0
$996 Million 0.28% of portfolio
25,811
Q2 2025 Reduced 30.08%
$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%
$0
$948 Million 0.27% of portfolio
51,919
Q3 2025 Reduced 9.21%
$0
$973 Million 0.27% of portfolio
22,118
Q3 2025 Reduced 1.75%
$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%
$0
$882 Million 0.25% of portfolio
11,258
Q3 2025 Added 39.59%
$9.51B
$871 Million 0.25% of portfolio
3,142
Q2 2025 Reduced 9.56%
$0
$901 Million 0.25% of portfolio
26,601
Q3 2025 Reduced 7.07%
$172B
$895 Million 0.25% of portfolio
20,362
Q3 2025 Added 177.71%
$0
$852 Million 0.24% of portfolio
8,604
Q3 2025 Reduced 0.81%
$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%
$0
$805 Million 0.23% of portfolio
3,138
Q3 2025 Added 75.21%
$0
$813 Million 0.23% of portfolio
5,992
Q3 2025 Added 1,715.76%
$269B
$802 Million 0.23% of portfolio
3,351
Q1 2025 Added 7.03%
Grayscale Ethereum Mini Tr E
-
$804 Million 0.23% of portfolio
-
Q3 2025 New
$0
$810 Million 0.23% of portfolio
8,692
Q3 2025 Added 8.77%
Blackrock ETF Trust Ii
-
$772 Million 0.22% of portfolio
-
Q3 2025 Added 61.11%
$0
$763 Million 0.22% of portfolio
13,345
Q3 2025 Added 0.04%
$0
$771 Million 0.22% of portfolio
16,172
Q3 2025 Added 5.38%
$0
$775 Million 0.22% of portfolio
14,510
Q3 2025 Added 1,219.09%
$0
$734 Million 0.21% of portfolio
3,524
Q2 2025 Reduced 18.14%

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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