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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  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 URTY PROSHARES TR 56,761.0 $5.0M 3.55% -19K -25.3% $87.34 -6.9%
2 GLW CORNING INC Technology 14,271.0 $3.6M 2.61% -552.0 -3.7% $255.43 -41.7%
3 DELL DELL TECHNOLOGIES INC Technology 7,087.0 $3.1M 2.19% -4K -37.0% $431.46 +5.7%
4 AAPL APPLE INC Technology 9,917.0 $2.9M 2.05% -85.0 -0.8% $289.35 +10.5%
5 KEY KEYCORP Financial Services 100,622.0 $2.3M 1.66% -26K -20.5% $23.05 -4.9%
6 PWR QUANTA SVCS INC Industrials 2,996.0 $2.2M 1.54% -112.0 -3.6% $720.04 -16.3%
7 INTC INTEL CORP Technology 15,089.0 $2.1M 1.51% -38K -71.5% $139.63 -35.9%
8 SCHD SCHWAB STRATEGIC TR 64,208.0 $2.0M 1.46% -9K -11.9% $31.71 +10.1%
9 EXPAND ENERGY CORPORATION 21,956.0 $2.0M 1.43% -165.0 -0.8% $91.19
10 F FORD MTR CO Consumer Cyclical 143,767.0 $2.0M 1.43% -93K -39.4% $13.90 -0.1%
11 USAR USA RARE EARTH INC Basic Materials 92,393.0 $2.0M 1.43% -3K -3.3% $21.58 -16.6%
12 STLD STEEL DYNAMICS INC Basic Materials 8,239.0 $1.9M 1.35% -2K -22.4% $229.45 +2.3%
13 NVDA NVIDIA CORPORATION Technology 9,400.0 $1.9M 1.34% -8K -46.6% $200.09 +8.7%
14 VLO VALERO ENERGY CORP Energy 6,804.0 $1.8M 1.27% -1K -14.3% $260.44 +35.3%
15 SCHG SCHWAB STRATEGIC TR 47,921.0 $1.6M 1.16% -292.0 -0.6% $33.84 +5.7%
16 IMMUNITYBIO INC 173,885.0 $1.5M 1.09% -1K -0.8% $8.76
17 AVGO BROADCOM INC Technology 3,286.0 $1.2M 0.89% -2K -42.4% $377.75 -2.4%
18 GOOG ALPHABET INC 3,508.0 $1.2M 0.89% -40.0 -1.1% $353.33
19 KMI KINDER MORGAN INC DEL Energy 37,710.0 $1.2M 0.86% -9K -19.5% $31.97 -1.3%
20 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,446.0 $1.1M 0.80% -126.0 -0.6% $57.62 +15.6%
Page 1 of 2  ·  21 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%