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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 7 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARM ARM HOLDINGS PLC Technology 1,012.0 $359K 0.07% NEW $354.57 -32.7%
122 BX BLACKSTONE INC Financial Services 3,000.0 $353K 0.07% -200.0 -6.2% $117.67 +22.1%
123 AEE AMEREN CORP Utilities 3,087.0 $349K 0.07% $113.04 -5.2%
124 VT VANGUARD INTL EQUITY INDEX F 2,200.0 $345K 0.07% $156.95 +2.0%
125 HUM HUMANA INC Healthcare 864.0 $343K 0.07% NEW $397.11 -2.6%
126 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,514.0 $340K 0.07% NEW $52.15 +7.7%
127 EXEL EXELIXIS INC Healthcare 6,179.0 $336K 0.07% +519.0 +9.2% $54.41 +0.3%
128 NEBIUS GROUP N.V. 1,216.0 $336K 0.07% NEW $276.17
129 IWM ISHARES TR 1,105.0 $332K 0.06% $300.50 -0.8%
130 PEY INVESCO EXCHANGE TRADED FD T 14,043.0 $326K 0.06% -502.0 -3.5% $23.18 +8.8%
131 KO COCA COLA CO Consumer Defensive 3,960.0 $322K 0.06% +839.0 +26.9% $81.27 +13.2%
132 PFE PFIZER INC Healthcare 13,340.0 $321K 0.06% +6K +77.1% $24.08 +16.2%
133 AMP AMERIPRISE FINL INC Financial Services 698.0 $320K 0.06% $458.76 +22.3%
134 NRIM NORTHRIM BANCORP INC Financial Services 11,252.0 $312K 0.06% $27.74 -7.1%
135 HOOD ROBINHOOD MKTS INC Financial Services 3,050.0 $306K 0.06% $100.28 +3.3%
136 SPXC SPX TECHNOLOGIES INC Industrials 1,247.0 $306K 0.06% +26.0 +2.1% $245.17 -18.1%
137 DIS DISNEY WALT CO Communication Services 3,131.0 $301K 0.06% +400.0 +14.7% $96.25 +14.9%
138 EMR EMERSON ELEC CO Industrials 2,100.0 $301K 0.06% $143.15 +10.1%
139 IWF ISHARES TR 2,408.0 $299K 0.06% NEW $124.17 -2.5%
140 T AT&T INC Communication Services 14,327.0 $297K 0.06% +3K +27.6% $20.70 +24.1%
Page 7 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%