DOSSIER · 13F-HR · Q2 2026

MGO Private Wealth, LLC

$21M in tracked AUM across 28 positions as of Q2 2026.

MP
CIK 0001952532 · last filed Jun 30, 2026
Total AUM
$21M
as of Q2 2026
Holdings
28
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MGO Private Wealth, LLC 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
VOO
VANGUARD INDEX FDS
$6M8K28.0%
02
BND
VANGUARD BD INDEX FDS
$2M29K10.0%
03
VGK
VANGUARD INTL EQUITY INDEX F
$1M15K6.9%
04
AGG
ISHARES TR
$1M14K6.6%
05
VPL
VANGUARD INTL EQUITY INDEX F
$1M10K5.7%
06
XLE
SELECT SECTOR SPDR TR
$743K12K3.6%
07
TIP
ISHARES TR
$698K7K3.4%
08
VWO
VANGUARD INTL EQUITY INDEX F
$664K11K3.2%
09
AAPL
APPLE INC
$470K2K2.3%
10
SPY
STATE STR SPDR S&P 500 ETF T
$468K6052.3%

Filing history

2026Q2Jun 30
$21M 11.2%
28 positionsView →
2026Q1Mar 31
$19M 88.5%
25 positionsView →
2025Q4Dec 31
$162M 3.2%
67 positionsView →
2025Q3Sep 30
$167M 6.8%
67 positionsView →
2025Q2Jun 30
$156M 10.2%
61 positionsLocked
2025Q1Mar 31
$142M 0.9%
55 positionsLocked
2024Q4Dec 31
$141M 0.0%
58 positionsLocked
2024Q3Sep 30
$140M 11.7%
60 positionsLocked
2024Q2Jun 30
$159M 0.1%
82 positionsLocked
2024Q1Mar 31
$159M 9.5%
80 positionsLocked
2023Q4Dec 31
$145M 8.6%
74 positionsLocked
2023Q3Sep 30
$134M 0.8%
68 positionsLocked
Showing 12 of 16