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Portfolio (Quarterly) Guide ↗

MFG WEALTH MANAGEMENT, INC.

· CIK 0002053046
13F Portfolio $140M AUM 63 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 28 Added 21 Reduced 7 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBM INTERNATIONAL BUSINESS MACHS Technology 15,182.0 $4.3M 3.05% +7K +80.7% $281.21 -16.2%
2 SCYB SCHWAB STRATEGIC TR 150,197.0 $3.9M 2.81% +11K +7.7% $26.18 -0.4%
3 XLU SELECT SECTOR SPDR TR 85,390.0 $3.9M 2.77% +4K +4.7% $45.34 -5.8%
4 RKT ROCKET COS INC Financial Services 234,540.0 $3.7M 2.64% +39K +20.2% $15.75 -12.6%
5 LLY ELI LILLY & CO Healthcare 3,013.0 $3.6M 2.58% +935.0 +45.0% $1199.43 -2.2%
6 AMZN AMAZON COM INC Consumer Cyclical 14,548.0 $3.5M 2.48% +501.0 +3.6% $238.34 +11.8%
7 SOFI SOFI TECHNOLOGIES INC Financial Services 191,016.0 $3.4M 2.45% +12K +6.7% $17.93 +0.7%
8 MSFT MICROSOFT CORP Technology 8,600.0 $3.2M 2.29% +6K +186.1% $373.02 +37.7%
9 SCHI SCHWAB STRATEGIC TR 138,562.0 $3.1M 2.24% +6K +4.4% $22.64 -1.9%
10 SCHJ SCHWAB STRATEGIC TR 124,377.0 $3.1M 2.19% +3K +2.9% $24.66 -0.6%
11 BA BOEING CO Industrials 13,315.0 $2.9M 2.06% +355.0 +2.7% $216.47 -3.1%
12 FITB FIFTH THIRD BANCORP Financial Services 48,577.0 $2.7M 1.96% +11K +28.0% $56.37 -3.2%
13 GE GE AEROSPACE Industrials 7,218.0 $2.7M 1.93% +541.0 +8.1% $373.73 -8.3%
14 SCHQ SCHWAB STRATEGIC TR 78,530.0 $2.5M 1.76% +5K +7.1% $31.30 -3.6%
15 SPYD SPDR SERIES TRUST 48,918.0 $2.3M 1.67% +332.0 +0.7% $47.71 +4.8%
16 T AT&T INC Communication Services 104,514.0 $2.2M 1.55% +34K +47.9% $20.70 +25.7%
17 DOC HEALTHPEAK PROPERTIES INC Real Estate 98,254.0 $2.1M 1.50% +4K +4.1% $21.40 -2.1%
18 SPYM SPDR SERIES TRUST 23,856.0 $2.1M 1.50% +178.0 +0.8% $87.88 +3.1%
19 TSLA TESLA INC Consumer Cyclical 4,625.0 $1.9M 1.39% +145.0 +3.2% $420.60 -17.1%
20 PLTR PALANTIR TECHNOLOGIES INC Technology 14,857.0 $1.7M 1.24% +2K +11.9% $116.67 +59.7%
Page 1 of 2  ·  28 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 26.0%
Financial Services 20.7%
Industrials 20.2%
Consumer Cyclical 10.3%
Healthcare 7.2%
Energy 4.1%
Communication Services 3.9%
Basic Materials 3.9%
Real Estate 3.7%