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
$228B
$746 Million 0.21% of portfolio
5,573
Q2 2025 Reduced 11.24%
$0
$704 Million 0.2% of portfolio
19,869
Q3 2025 Reduced 0.9%
$0
$723 Million 0.2% of portfolio
10,059
Q3 2025 Added 5.23%
$581M
$682 Million 0.19% of portfolio
13,967
Q2 2025 Reduced 20.53%
$0
$672 Million 0.19% of portfolio
4,731
Q3 2025 Added 1.31%
$971B
$625 Million 0.18% of portfolio
825
Q3 2025 Reduced 56.12%
$0
$633 Million 0.18% of portfolio
9,369
Q3 2025 Reduced 25.02%
$0
$646 Million 0.18% of portfolio
1,347
Q3 2025 Added 38.3%
$1.29T
$652 Million 0.18% of portfolio
1,466
Q3 2025 Reduced 11.21%
$0
$647 Million 0.18% of portfolio
11,702
Q3 2025 Reduced 12.38%
$35B
$622 Million 0.18% of portfolio
5,430
Q2 2025 Reduced 4.9%
$0
$616 Million 0.17% of portfolio
11,602
Q2 2025 Added 4.5%
$0
$587 Million 0.17% of portfolio
5,312
Q1 2025 Reduced 1.08%
$0
$604 Million 0.17% of portfolio
13,354
Q3 2025 Added 27.8%
$0
$590 Million 0.17% of portfolio
10,935
Q3 2025 Reduced 13.34%
$0
$578 Million 0.16% of portfolio
46,000
Q3 2025 Added 53.33%
$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%
$0
$546 Million 0.15% of portfolio
22,119
Q3 2025 Added 0.18%
$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%
$0
$532 Million 0.15% of portfolio
8,584
Q3 2025 Added 0.07%
$0
$484 Million 0.14% of portfolio
5,554
Q3 2025 Added 410.48%
$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%
$43.2B
$460 Million 0.13% of portfolio
500
Q4 2024 Reduced 46.35%
$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%
$0
$470 Million 0.13% of portfolio
5,638
Q3 2025 Added 0.09%
$0
$423 Million 0.12% of portfolio
2,744
Q3 2025 Added 0.04%
$205B
$428 Million 0.12% of portfolio
2,904
Q3 2025 Added 0.14%
$0
$410 Million 0.12% of portfolio
12,978
Q2 2025 Added 12.53%
$522B
$434 Million 0.12% of portfolio
2,344
Q3 2025 Reduced 1.84%
$0
$425 Million 0.12% of portfolio
9,195
Q3 2025 Added 0.13%
$77.2B
$425 Million 0.12% of portfolio
1,996
Q2 2025 Added 14.32%
$0
$431 Million 0.12% of portfolio
4,807
Q4 2024 Added 24.66%
$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%
$0
$427 Million 0.12% of portfolio
5,700
Q3 2024 Reduced 5.79%
$37.9B
$432 Million 0.12% of portfolio
5,250
Q4 2023 New
$0
$372 Million 0.11% of portfolio
3,852
Q3 2025 New
$0
$387 Million 0.11% of portfolio
8,019
Q3 2025 Reduced 10.26%
Grayscale Ethereum Trust ETF
-
$403 Million 0.11% of portfolio
-
Q3 2025 New

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
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email