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Filers›Hedge Fund›MGB Wealth Management, LLC
DOSSIER · 13F-HR · Q4 2025

MGB Wealth Management, LLC

MGB Wealth's hedge fund based in Greenwich, CT — $350M in tracked AUM across 308 positions as of Q4 2025.

MW
MGB Wealth·Greenwich, CT·Hedge Fund
CIK 0002015822 · last filed Dec 31, 2025
Total AUM
$350M
▲ 13.7%
vs prior
Holdings
308
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

MGB Wealth Management, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
APP
APPLOVIN CORP
$54M81K15.6%
02
QQQ
INVESCO QQQ TR
$19M30K5.4%
03
MSFT
MICROSOFT CORP
$12M25K3.5%
04
SPY
SPDR S&P 500 ETF TR
$12M17K3.4%
05
AVGO
BROADCOM INC
$11M32K3.1%
06
XSD
SPDR SERIES TRUST
$10M32K2.9%
07
NVDA
NVIDIA CORPORATION
$10M51K2.7%
08
AAPL
APPLE INC
$8M28K2.2%
09
GLD
SPDR GOLD TR
$6M14K1.6%
10
WMT
WALMART INC
$4M40K1.3%

Filing history

Filing history loading…
AI Agent · grounded in MGB
haiku-4-5 · 308 positions indexed
Sector mix
  • Tech27%
  • Financials48%
  • Health Care18%
  • Cons. Disc.11%
  • Energy6%
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