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Portfolio (Quarterly) Guide ↗

MINDSET WEALTH MANAGEMENT, LLC

· CIK 0002044232
13F Portfolio $519M AUM 191 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 83 Added 40 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ANGLOGOLD ASHANTI PLC 4,337 $422K 0.11% SOLD
2 HON HONEYWELL INTL INC Industrials 1,714 $387K 0.10% SOLD
3 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,300 $387K 0.10% SOLD
4 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,800 $263K 0.07% SOLD
5 TJX TJX COS INC NEW Consumer Cyclical 1,641 $262K 0.07% SOLD
6 PSIX POWER SOLUTIONS INTL INC Industrials 4,281 $261K 0.07% SOLD
7 TWLO TWILIO INC Communication Services 2,045 $257K 0.07% SOLD
8 O REALTY INCOME CORP Real Estate 3,620 $221K 0.06% SOLD
9 GDX VANECK ETF TRUST 2,275 $209K 0.06% SOLD
Sector Allocation
Technology 73.5%
Financial Services 6.1%
Energy 4.7%
Industrials 3.6%
Consumer Cyclical 3.6%
Communication Services 3.2%
Healthcare 2.5%
Consumer Defensive 1.6%
Utilities 0.7%
Basic Materials 0.6%