DOSSIER · 13F-HR · Q2 2026

MFG WEALTH MANAGEMENT, INC.

$140M in tracked AUM across 63 positions as of Q2 2026.

MW
CIK 0002053046 · last filed Jun 30, 2026
Total AUM
$140M
as of Q2 2026
Holdings
63
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MFG WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
URTY
PROSHARES TR
$5M57K3.5%
02
IBM
INTERNATIONAL BUSINESS MACHS
$4M15K3.1%
03
SCYB
SCHWAB STRATEGIC TR
$4M150K2.8%
04
XLU
SELECT SECTOR SPDR TR
$4M85K2.8%
05
RKT
ROCKET COS INC
$4M235K2.6%
06
GLW
CORNING INC
$4M14K2.6%
07
LLY
ELI LILLY & CO
$4M3K2.6%
08
AMZN
AMAZON COM INC
$3M15K2.5%
09
SOFI
SOFI TECHNOLOGIES INC
$3M191K2.4%
10
UPS
UNITED PARCEL SVCS INC
$3M32K2.4%

Filing history

2026Q2Jun 30
$140M 15.9%
63 positionsView →
2026Q1Mar 31
$121M 6.0%
61 positionsView →
2025Q4Dec 31
$128M 70.7%
61 positionsView →
2025Q3Sep 30
$75M 36.7%
34 positionsView →
2025Q2Jun 30
$119M 106.7%
51 positionsLocked
2025Q1Mar 31
$57M 47.4%
34 positionsLocked
2024Q4Dec 31
$109M
52 positionsLocked