Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025

Mindset Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $367 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $176B, Apple Inc. with a value of $56B, Cme Group Inc. with a value of $8.38B, Amazon Com Inc with a value of $6.84B, and Alphabet Inc. with a value of $4.18B.

Examining the 13F form we can see an increase of $61.4B in the current position value, from $305B to 367B.

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 $367 Billion
Technology: $261 Billion
Financial Services: $28.3 Billion
Consumer Cyclical: $16 Billion
Communication Services: $13.3 Billion
Industrials: $10.9 Billion
ETFs: $8.83 Billion
Healthcare: $8.47 Billion
Energy: $5.66 Billion
Other: $9.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$748 Million 0.2% of portfolio
51,785
Q3 2024 New
$177B
$651 Million 0.18% of portfolio
3,541
Q3 2025 Added 0.57%
$47.8B
$651 Million 0.18% of portfolio
9,654
Q3 2025 Added 0.61%
$303B
$672 Million 0.18% of portfolio
4,326
Q3 2025 Added 0.82%
$193B
$613 Million 0.17% of portfolio
1,370
Q3 2025 Added 1.18%
$38.4B
$622 Million 0.17% of portfolio
24,376
Q3 2025 Added 0.45%
$291B
$627 Million 0.17% of portfolio
1,314
Q3 2025 Added 9.14%
$104B
$616 Million 0.17% of portfolio
9,324
Q3 2025 Added 0.01%
$187B
$624 Million 0.17% of portfolio
3,752
Q3 2025 Reduced 3.82%
$512B
$622 Million 0.17% of portfolio
1,093
Q3 2025 Added 2.25%
$98.6B
$600 Million 0.16% of portfolio
6,327
Q3 2025 Added 0.03%
$84.9B
$574 Million 0.16% of portfolio
3,405
Q3 2024 New
$6.51B
$602 Million 0.16% of portfolio
10,515
Q3 2024 New
$522B
$561 Million 0.15% of portfolio
3,025
Q3 2025 Reduced 1.88%
$98.1B
$560 Million 0.15% of portfolio
3,278
Q3 2025 New
$413B
$549 Million 0.15% of portfolio
10,635
Q3 2025 Added 0.48%
$62.7B
$519 Million 0.14% of portfolio
6,300
Q3 2025 Added 8.62%
$39.9B
$496 Million 0.14% of portfolio
4,781
Q3 2025 Added 2.14%
$140B
$524 Million 0.14% of portfolio
1,400
Q2 2025 Reduced 0.85%
$7.05B
$500 Million 0.14% of portfolio
4,096
Q3 2025 Reduced 0.17%
$82.8B
$503 Million 0.14% of portfolio
1,746
Q3 2025 Added 0.75%
$300B
$531 Million 0.14% of portfolio
1,539
Q3 2025 Added 0.85%
$73.4B
$498 Million 0.14% of portfolio
14,012
Q2 2025 Reduced 4.11%
$27B
$463 Million 0.13% of portfolio
2,100
Q2 2025 Added 5.0%
$132B
$480 Million 0.13% of portfolio
2,278
Q3 2025 Added 0.13%
$102B
$465 Million 0.13% of portfolio
3,245
Q3 2025 Added 18.86%
$174B
$460 Million 0.13% of portfolio
3,096
Q3 2025 Added 6.61%
$61.4B
$434 Million 0.12% of portfolio
2,133
Q3 2025 Added 1.57%
$4.88B
$432 Million 0.12% of portfolio
1,601
Q3 2025 Added 39.58%
$4.44B
$446 Million 0.12% of portfolio
18,275
Q3 2025 New
$57.9B
$451 Million 0.12% of portfolio
2,100
Q2 2025 Added 16.67%
$143B
$408 Million 0.11% of portfolio
12,170
Q3 2025 Reduced 10.97%
$163B
$404 Million 0.11% of portfolio
562
Q3 2025 Reduced 22.48%
$71.6B
$416 Million 0.11% of portfolio
6,200
Q3 2025 Added 55.0%
$32.5B
$413 Million 0.11% of portfolio
500
Q3 2025 Reduced 4.76%
$96.4B
$415 Million 0.11% of portfolio
3,350
Q3 2025 Reduced 5.63%
$405B
$365 Million 0.1% of portfolio
377
Q3 2025 New
$181B
$382 Million 0.1% of portfolio
3,903
Q3 2025 Added 16.65%
$224B
$366 Million 0.1% of portfolio
1,203
Q2 2025 Added 19.94%
$193B
$353 Million 0.1% of portfolio
3,082
Q3 2025 Reduced 6.09%
$45.2B
$357 Million 0.1% of portfolio
5,986
Q3 2025 Added 17.7%
$21.2B
$318 Million 0.09% of portfolio
2,183
Q3 2025 Reduced 42.52%
$47B
$343 Million 0.09% of portfolio
698
Q3 2024 New
$27.1B
$322 Million 0.09% of portfolio
3,087
Q1 2025 Reduced 2.46%
$6.15B
$330 Million 0.09% of portfolio
5,800
Q3 2025 Reduced 26.77%
$151B
$312 Million 0.09% of portfolio
885
Q4 2024 Added 0.23%
$103B
$330 Million 0.09% of portfolio
141
Q3 2025 New
$279B
$321 Million 0.09% of portfolio
3,110
Q3 2025 Added 0.23%
$85.9B
$279 Million 0.08% of portfolio
1,265
Q3 2025 Added 9.15%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $367 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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