MFG WEALTH MANAGEMENT, INC.

CIK 0002053046 · INDIANAPOLIS, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

MFG WEALTH MANAGEMENT, INC. reported 63 positions worth $139.8M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: URTY (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$139.8M
2026 Q2
Positions
63
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.4%
Est. Net Flow (Q)
2026 Q2
10 / 63 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1URTYPROSHARES TRSH$5.0M3.55%56,761
2IBMINTERNATIONAL BUSINESS MACHSSH$4.3M3.05%15,182
3SCYBSCHWAB STRATEGIC TRSH$3.9M2.81%150,197
4XLUSELECT SECTOR SPDR TRSH$3.9M2.77%85,390
5RKTROCKET COS INCSH$3.7M2.64%234,540
6GLWCORNING INCSH$3.6M2.61%14,271
7LLYELI LILLY & COSH$3.6M2.59%3,013
8AMZNAMAZON COM INCSH$3.5M2.48%14,548
9SOFISOFI TECHNOLOGIES INCSH$3.4M2.45%191,016
10UPSUNITED PARCEL SVCS INCSH$3.4M2.43%31,554

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MFG WEALTH MANAGEMENT, INC. hold as of Q2 2026?

MFG WEALTH MANAGEMENT, INC. reported 63 positions worth $139.8M in its Q2 2026 13F filing. Largest positions: URTY (3.5%), IBM (3.1%), SCYB (2.8%), XLU (2.8%) and RKT (2.6%).

What did MFG WEALTH MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MFG WEALTH MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.