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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
Page 5 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SSO PROSHARES TR 9,674.0 $652K 0.13% $67.38 +3.5%
82 ASML ASML HLDG NV Technology 327.0 $651K 0.12% -160.0 -32.9% $1989.44 -12.5%
83 MO ALTRIA GROUP INC Consumer Defensive 8,746.0 $629K 0.12% -1K -10.3% $71.95 -4.8%
84 PTY PIMCO CORPORATE & INCOME OPP Financial Services 51,785.0 $623K 0.12% $12.03 -2.2%
85 SO SOUTHERN CO Utilities 6,347.0 $607K 0.12% $95.71 -5.9%
86 CVX CHEVRON CORPORATION Energy 3,644.0 $604K 0.12% $165.76 +22.5%
87 BAC BANK OF AMER CORP Financial Services 10,563.0 $602K 0.12% -174.0 -1.6% $56.98 +9.4%
88 ETN EATON CORP PLC Industrials 1,404.0 $598K 0.12% $426.12 -4.1%
89 KRYS KRYSTAL BIOTECH INC Healthcare 1,600.0 $595K 0.12% +150.0 +10.3% $371.67 -8.1%
90 MGK VANGUARD WORLD FD 6,650.0 $585K 0.11% +5K +400.0% $87.91 +0.5%
91 UNH UNITEDHEALTH GROUP INC Healthcare 1,388.0 $577K 0.11% -192.0 -12.2% $415.70 -4.1%
92 MRVL MARVELL TECHNOLOGY INC Technology 1,884.0 $561K 0.11% -399.0 -17.5% $297.84 -23.0%
93 SEI SOLARIS ENERGY INFRAS INC Energy 6,834.0 $550K 0.11% -36.0 -0.5% $80.46 -33.5%
94 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,994.0 $542K 0.10% -270.0 -11.9% $271.95 -18.1%
95 ISRG INTUITIVE SURGICAL INC Healthcare 1,335.0 $531K 0.10% $397.68 -6.1%
96 MA MASTERCARD INCORPORATED Financial Services 1,022.0 $525K 0.10% -49.0 -4.6% $513.77 +16.8%
97 ALL ALLSTATE CORP Financial Services 2,200.0 $523K 0.10% $237.94 +9.4%
98 MTZ MASTEC INC Industrials 1,236.0 $514K 0.10% -217.0 -14.9% $416.06 -38.6%
99 PRU PRUDENTIAL FINL INC Financial Services 4,753.0 $513K 0.10% +72.0 +1.5% $107.93 +13.7%
100 NOW SERVICENOW INC Technology 5,095.0 $506K 0.10% +146.0 +3.0% $99.28 +29.0%
Page 5 of 10  ·  191 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%