Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q3 2026

MINDSET WEALTH MANAGEMENT, LLC

$562M in tracked AUM across 198 positions as of Q3 2026.

MW
CIK 0002044232 · last filed Sep 30, 2026
Total AUM
$562M
as of Q3 2026
Holdings
198
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…