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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 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHQ SCHWAB STRATEGIC TR 78,530.0 $2.5M 1.76% +5K +7.1% $31.30 -3.6%
22 SPYD SPDR SERIES TRUST 48,918.0 $2.3M 1.67% +332.0 +0.7% $47.71 +4.8%
23 KEY KEYCORP Financial Services 100,622.0 $2.3M 1.66% -26K -20.5% $23.05 -4.9%
24 T AT&T INC Communication Services 104,514.0 $2.2M 1.55% +34K +47.9% $20.70 +25.7%
25 PWR QUANTA SVCS INC Industrials 2,996.0 $2.2M 1.54% -112.0 -3.6% $720.04 -16.3%
26 ZG ZILLOW GROUP INC 68,424.0 $2.1M 1.53% NEW $31.37
27 INTC INTEL CORP Technology 15,089.0 $2.1M 1.51% -38K -71.5% $139.63 -35.9%
28 DOC HEALTHPEAK PROPERTIES INC Real Estate 98,254.0 $2.1M 1.50% +4K +4.1% $21.40 -2.1%
29 SPYM SPDR SERIES TRUST 23,856.0 $2.1M 1.50% +178.0 +0.8% $87.88 +3.1%
30 SCHD SCHWAB STRATEGIC TR 64,208.0 $2.0M 1.46% -9K -11.9% $31.71 +10.1%
31 EXPAND ENERGY CORPORATION 21,956.0 $2.0M 1.43% -165.0 -0.8% $91.19
32 F FORD MTR CO Consumer Cyclical 143,767.0 $2.0M 1.43% -93K -39.4% $13.90 -0.1%
33 USAR USA RARE EARTH INC Basic Materials 92,393.0 $2.0M 1.43% -3K -3.3% $21.58 -16.6%
34 TSLA TESLA INC Consumer Cyclical 4,625.0 $1.9M 1.39% +145.0 +3.2% $420.60 -17.1%
35 PANW PALO ALTO NETWORKS INC Technology 5,671.0 $1.9M 1.38% NEW $341.02 +9.0%
36 STLD STEEL DYNAMICS INC Basic Materials 8,239.0 $1.9M 1.35% -2K -22.4% $229.45 +2.3%
37 NVDA NVIDIA CORPORATION Technology 9,400.0 $1.9M 1.34% -8K -46.6% $200.09 +8.7%
38 VLO VALERO ENERGY CORP Energy 6,804.0 $1.8M 1.27% -1K -14.3% $260.44 +35.3%
39 META META PLATFORMS INC Communication Services 3,145.0 $1.8M 1.27% $563.29 +2.6%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 14,857.0 $1.7M 1.24% +2K +11.9% $116.67 +59.7%
Page 2 of 4  ·  63 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%