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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK OF AMER CORP Financial Services 29,231.0 $1.7M 1.19% +2K +7.0% $56.98 +9.4%
42 SCHG SCHWAB STRATEGIC TR 47,921.0 $1.6M 1.16% -292.0 -0.6% $33.84 +5.7%
43 VXX BARCLAYS BANK PLC Financial Services 73,017.0 $1.6M 1.15% NEW $22.09 -16.9%
44 JPM JPMORGAN CHASE & CO Financial Services 4,802.0 $1.6M 1.12% $327.33 +9.3%
45 CMI CUMMINS INC Industrials 2,198.0 $1.6M 1.12% NEW $713.21 -20.8%
46 NNN NNN REIT INC Real Estate 33,390.0 $1.6M 1.11% $46.53 -1.8%
47 QXO QXO INC Industrials 89,728.0 $1.6M 1.11% +35K +65.1% $17.28 -21.8%
48 SCHR SCHWAB STRATEGIC TR 62,481.0 $1.5M 1.10% +2K +3.7% $24.66 -1.3%
49 IMMUNITYBIO INC 173,885.0 $1.5M 1.09% -1K -0.8% $8.76
50 CSX CSX CORP Industrials 31,102.0 $1.5M 1.06% +1K +4.2% $47.53 +7.9%
51 ETHA ISHARES ETHEREUM TR Financial Services 122,214.0 $1.5M 1.04% +24K +23.8% $11.89 +54.5%
52 EEM ISHARES TR 19,676.0 $1.3M 0.96% +131.0 +0.7% $68.41 -1.9%
53 WM WASTE MGMT INC DEL Industrials 5,797.0 $1.3M 0.92% NEW $222.88 -1.4%
54 AVGO BROADCOM INC Technology 3,286.0 $1.2M 0.89% -2K -42.4% $377.75 -2.4%
55 GOOG ALPHABET INC 3,508.0 $1.2M 0.89% -40.0 -1.1% $353.33
56 NEO NEOGENOMICS INC Healthcare 83,462.0 $1.2M 0.87% NEW $14.59 +23.7%
57 KMI KINDER MORGAN INC DEL Energy 37,710.0 $1.2M 0.86% -9K -19.5% $31.97 -1.3%
58 AXGN AXOGEN INC Healthcare 25,876.0 $1.2M 0.85% NEW $46.19 +11.4%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,446.0 $1.1M 0.80% -126.0 -0.6% $57.62 +15.6%
60 KNTK KINETIK HOLDINGS INC Energy 22,829.0 $1.1M 0.79% -4K -15.8% $48.34 +11.3%
Page 3 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%