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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$360 Million 0.1% of portfolio
1,226
Q2 2025 New
$0
$377 Million 0.1% of portfolio
566
Q3 2025 Added 0.53%
$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%
$0
$354 Million 0.1% of portfolio
13,439
Q3 2025 Added 25.77%
$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%
$0
$317 Million 0.09% of portfolio
3,844
Q2 2025 New
$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%
$0
$306 Million 0.08% of portfolio
14,545
Q3 2024 New
$442M
$281 Million 0.08% of portfolio
7,041
Q3 2025 New
$328B
$283 Million 0.08% of portfolio
942
Q3 2025 Reduced 29.7%
$0
$301 Million 0.08% of portfolio
2,186
Q1 2025 Added 0.14%
$136B
$277 Million 0.08% of portfolio
750
Q2 2025 Added 7.14%
$1.46T
$300 Million 0.08% of portfolio
1,073
Q3 2025 New
$18.6B
$277 Million 0.08% of portfolio
5,650
Q3 2025 Added 12.77%
$75.4B
$275 Million 0.08% of portfolio
2,100
Q1 2025 New
$0
$291 Million 0.08% of portfolio
1,201
Q3 2025 Reduced 0.5%
$181B
$304 Million 0.08% of portfolio
10,777
Q3 2025 Added 2.39%
$35.1B
$281 Million 0.08% of portfolio
4,620
Q3 2025 Reduced 4.13%
$346B
$311 Million 0.08% of portfolio
2,024
Q2 2025 Reduced 17.25%
$138B
$295 Million 0.08% of portfolio
5,300
Q3 2025 Added 1.73%
$30.3B
$302 Million 0.08% of portfolio
4,180
Q3 2025 Added 6.77%
$6.02B
$246 Million 0.07% of portfolio
816
Q3 2025 New
$4.61B
$242 Million 0.07% of portfolio
8,992
Q3 2025 Added 5.47%
$46.8B
$259 Million 0.07% of portfolio
272
Q1 2025 Reduced 22.51%
$131M
$244 Million 0.07% of portfolio
11,252
Q3 2025 Added 300.0%
$0
$245 Million 0.07% of portfolio
746
Q1 2025 Reduced 2.23%
$30.9B
$257 Million 0.07% of portfolio
2,042
Q3 2024 New
$15.8B
$266 Million 0.07% of portfolio
1,635
Q3 2025 New
$5.29B
$259 Million 0.07% of portfolio
1,470
Q3 2025 New
$465M
$246 Million 0.07% of portfolio
60,000
Q2 2025 Reduced 4.76%
$0
$264 Million 0.07% of portfolio
1,873
Q3 2024 New
$46.4B
$263 Million 0.07% of portfolio
1,094
Q3 2025 Added 18.27%
$15B
$275 Million 0.07% of portfolio
1,290
Q3 2025 New
$237B
$249 Million 0.07% of portfolio
1,050
Q3 2025 Reduced 22.22%
$197B
$274 Million 0.07% of portfolio
1,340
Q3 2025 Reduced 18.29%
$52.5B
$246 Million 0.07% of portfolio
14,340
Q3 2025 New
$172B
$267 Million 0.07% of portfolio
6,085
Q3 2025 Reduced 6.17%
$25.4B
$273 Million 0.07% of portfolio
3,836
Q1 2025 Reduced 48.3%
Genedx Holdings Corp
-
$217 Million 0.06% of portfolio
-
Q3 2025 New
$70.1B
$238 Million 0.06% of portfolio
1,400
Q3 2025 New

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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