MFG Wealth Management, Inc.
Net buyer this quarter
$140M
51
+$1.34M
25.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IBM | $4.27M | 3.05% | 0.00% | +80.7% | Q4 2024 |
 RKT | $3.69M | 2.64% | Not reported | +20.2% | Q4 2024 |
 GLW | $3.65M | 2.61% | 0.00% | -3.7% | Q4 2024 |
 LLY | $3.61M | 2.59% | 0.00% | +45.0% | Q4 2024 |
 AMZN | $3.47M | 2.48% | 0.00% | +3.6% | Q4 2024 |
 SOFI | $3.42M | 2.45% | 0.01% | +6.7% | Q4 2024 |
 UPS | $3.39M | 2.43% | 0.00% | +0.4% | Q1 2025 |
 MSFT | $3.21M | 2.29% | 0.00% | +186.1% | Q4 2024 |
 SCHI | $3.14M | 2.24% | Not reported | +4.4% | Q3 2025 |
 CARR | $3.13M | 2.24% | 0.01% | Not reported | Q4 2024 |
 DELL | $3.06M | 2.19% | 0.00% | -37.0% | Q1 2026 |
 BA | $2.88M | 2.06% | 0.00% | +2.7% | Q1 2025 |
 AAPL | $2.87M | 2.05% | 0.00% | -0.9% | Q4 2024 |
 SBUX | $2.87M | 2.05% | 0.00% | -0.1% | Q4 2025 |
 FITB | $2.74M | 1.96% | 0.01% | +28.0% | Q1 2026 |
 GE | $2.7M | 1.93% | 0.00% | +8.1% | Q4 2024 |
 KEY | $2.32M | 1.66% | 0.01% | -20.5% | Q4 2024 |
 T | $2.16M | 1.55% | 0.00% | +47.9% | Q4 2024 |
 PWR | $2.16M | 1.54% | 0.00% | -3.6% | Q4 2025 |
 ZG | $2.15M | 1.54% | Not reported | Not reported | Q4 2024 |
 INTC | $2.11M | 1.51% | 0.00% | -71.5% | Q4 2025 |
 DOC | $2.1M | 1.50% | 0.01% | +4.1% | Q4 2024 |
 EXE | $2M | 1.43% | 0.01% | -0.8% | Q4 2024 |
 F | $2M | 1.43% | 0.00% | -39.4% | Q4 2025 |
 USAR | $1.99M | 1.43% | 0.04% | -3.3% | Q4 2025 |
 TSLA | $1.95M | 1.39% | 0.00% | +3.2% | Q4 2024 |
 PANW | $1.93M | 1.38% | 0.00% | Not reported | Q4 2024 |
 STLD | $1.89M | 1.35% | 0.01% | -22.4% | Q4 2024 |
 NVDA | $1.88M | 1.35% | 0.00% | -46.6% | Q4 2024 |
 VLO | $1.77M | 1.27% | 0.00% | -14.3% | Q4 2024 |
 META | $1.77M | 1.27% | Not reported | +0.3% | Q4 2024 |
 PLTR | $1.73M | 1.24% | 0.00% | +12.0% | Q1 2025 |
 BAC | $1.67M | 1.19% | 0.00% | +7.1% | Q4 2024 |
 VXX | $1.61M | 1.15% | Not reported | New | Q2 2026 |
 JPM | $1.57M | 1.12% | 0.00% | -0.4% | Q2 2025 |
 CMI | $1.57M | 1.12% | 0.00% | New | Q2 2026 |
 NNN | $1.55M | 1.11% | 0.02% | +0.2% | Q3 2025 |
 QXO | $1.55M | 1.11% | 0.01% | +65.1% | Q1 2026 |
 IBRX | $1.52M | 1.09% | 0.02% | -0.8% | Q1 2026 |
 CSX | $1.48M | 1.06% | 0.00% | +4.2% | Q1 2026 |
 ETHA | $1.45M | 1.04% | 0.03% | +23.8% | Q4 2025 |
 WM | $1.29M | 0.92% | 0.00% | Not reported | Q1 2025 |
 AVGO | $1.24M | 0.89% | 0.00% | -42.4% | Q1 2025 |
 GOOG | $1.24M | 0.89% | Not reported | -1.1% | Q1 2025 |
 NEO | $1.22M | 0.87% | 0.07% | New | Q2 2026 |
 KMI | $1.21M | 0.86% | 0.00% | -19.5% | Q3 2025 |
 AXGN | $1.2M | 0.85% | 0.05% | New | Q2 2026 |
 BMY | $1.12M | 0.80% | 0.00% | -0.6% | Q4 2024 |
 KNTK | $1.1M | 0.79% | 0.02% | -15.8% | Q4 2025 |
 HOOD | $1.09M | 0.78% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| UPS | $3.09M | 2.56% | 0.00% | +45.1% | Q1 2025 |
| NVDA | $3.07M | 2.55% | 0.00% | -3.3% | Q4 2024 |
| SCHI | $3.01M | 2.50% | Not reported | +1.8% | Q3 2025 |
 D | $2.98M | 2.47% | 0.01% | -1.8% | Q4 2024 |
| AMZN | $2.93M | 2.43% | 0.00% | -2.7% | Q4 2024 |
| SOFI | $2.84M | 2.36% | 0.01% | +64.4% | Q4 2024 |
| RKT | $2.78M | 2.31% | Not reported | +3.2% | Q4 2024 |
| F | $2.74M | 2.27% | 0.01% | +42.7% | Q4 2025 |
| BA | $2.58M | 2.14% | 0.00% | +14.4% | Q1 2025 |
| KEY | $2.54M | 2.11% | 0.01% | -17.2% | Q4 2024 |
| AAPL | $2.54M | 2.10% | 0.00% | -34.9% | Q4 2024 |
| SBUX | $2.51M | 2.08% | 0.00% | +100.4% | Q4 2025 |
| EXE | $2.43M | 2.01% | 0.01% | +5.5% | Q4 2024 |
| INTC | $2.34M | 1.94% | 0.00% | +121.2% | Q4 2025 |
 TGT | $2.27M | 1.88% | 0.00% | New | Q1 2026 |
| T | $2.05M | 1.70% | 0.00% | +11.4% | Q4 2024 |
| IBM | $2.04M | 1.69% | 0.00% | -14.6% | Q4 2024 |
| GLW | $2.02M | 1.67% | 0.00% | Not reported | Q4 2024 |
| VLO | $1.96M | 1.63% | 0.00% | Not reported | Q4 2024 |
| PLTR | $1.94M | 1.61% | 0.00% | -0.5% | Q1 2025 |
| LLY | $1.91M | 1.58% | 0.00% | -26.1% | Q4 2024 |
| STLD | $1.91M | 1.58% | 0.01% | -5.0% | Q4 2024 |
| GE | $1.89M | 1.57% | 0.00% | -3.2% | Q4 2024 |
| DELL | $1.84M | 1.53% | 0.00% | New | Q1 2026 |
| META | $1.79M | 1.49% | Not reported | -4.3% | Q4 2024 |
| AVGO | $1.77M | 1.47% | 0.00% | -25.0% | Q1 2025 |
| FITB | $1.76M | 1.46% | 0.00% | New | Q1 2026 |
| PWR | $1.71M | 1.41% | 0.00% | -4.5% | Q4 2025 |
| TSLA | $1.67M | 1.38% | 0.00% | -4.5% | Q4 2024 |
| KMI | $1.57M | 1.30% | 0.00% | -2.1% | Q3 2025 |
| ETHA | $1.56M | 1.30% | 0.02% | +36.2% | Q4 2025 |
| DOC | $1.55M | 1.29% | 0.01% | +1.4% | Q4 2024 |
| USAR | $1.45M | 1.20% | 0.04% | +72.6% | Q4 2025 |
| JPM | $1.42M | 1.18% | 0.00% | -3.4% | Q2 2025 |
| NNN | $1.4M | 1.16% | 0.02% | +0.4% | Q3 2025 |
 DOW | $1.35M | 1.12% | 0.00% | New | Q1 2026 |
| IBRX | $1.34M | 1.12% | 0.02% | New | Q1 2026 |
| BAC | $1.33M | 1.10% | 0.00% | -2.8% | Q4 2024 |
 LYB | $1.32M | 1.09% | 0.01% | New | Q1 2026 |
| KNTK | $1.31M | 1.09% | 0.02% | -1.7% | Q4 2025 |
 CTRE | $1.29M | 1.07% | 0.02% | New | Q1 2026 |
 NOW | $1.25M | 1.04% | 0.00% | New | Q1 2026 |
| CSX | $1.23M | 1.02% | 0.00% | New | Q1 2026 |
| BMY | $1.19M | 0.98% | 0.00% | -2.9% | Q4 2024 |
| MSFT | $1.11M | 0.92% | 0.00% | -41.6% | Q4 2024 |
| QXO | $1.06M | 0.88% | 0.01% | New | Q1 2026 |
| GOOG | $1.02M | 0.84% | Not reported | -67.5% | Q1 2025 |
| IBIT | $901K | 0.75% | 0.00% | +16.8% | Q2 2025 |
| Q4 2025 | |||||
| AAPL | $4.18M | 3.26% | 0.00% | -2.5% | Q4 2024 |
| RKT | $3.66M | 2.85% | Not reported | +27.7% | Q4 2024 |
 C | $3.57M | 2.78% | 0.00% | -8.9% | Q4 2024 |
| GOOG | $3.42M | 2.67% | Not reported | -1.4% | Q1 2025 |
| NVDA | $3.39M | 2.64% | 0.00% | -15.7% | Q4 2024 |
| AMZN | $3.33M | 2.60% | 0.00% | -0.1% | Q4 2024 |
| KEY | $3.16M | 2.46% | 0.01% | +0.1% | Q4 2024 |
| LLY | $3.02M | 2.35% | 0.00% | -6.9% | Q4 2024 |
| SCHI | $2.99M | 2.33% | Not reported | -0.3% | Q3 2025 |
| IBM | $2.91M | 2.27% | 0.00% | Not reported | Q4 2024 |
| D | $2.88M | 2.24% | 0.01% | -0.1% | Q4 2024 |
| SOFI | $2.85M | 2.22% | 0.01% | -0.7% | Q4 2024 |
| PANW | $2.78M | 2.17% | 0.00% | +33.4% | Q4 2024 |
| AVGO | $2.63M | 2.05% | 0.00% | -0.7% | Q1 2025 |
| MSFT | $2.49M | 1.94% | 0.00% | Not reported | Q4 2024 |
| BA | $2.46M | 1.92% | 0.00% | +23.0% | Q1 2025 |
 ORCL | $2.44M | 1.90% | 0.00% | -6.3% | Q1 2025 |
 AES | $2.37M | 1.85% | 0.02% | +60.9% | Q3 2025 |
| PLTR | $2.37M | 1.85% | 0.00% | -17.9% | Q1 2025 |
| EXE | $2.31M | 1.80% | 0.01% | +23.9% | Q4 2024 |
| F | $2.18M | 1.70% | 0.00% | New | Q4 2025 |
| META | $2.16M | 1.69% | Not reported | -17.8% | Q4 2024 |
| UPS | $2.15M | 1.67% | 0.00% | +64.0% | Q1 2025 |
| GE | $2.13M | 1.66% | 0.00% | +0.6% | Q4 2024 |
| TSLA | $2.11M | 1.64% | 0.00% | -0.6% | Q4 2024 |
| STLD | $1.89M | 1.48% | 0.01% | -1.2% | Q4 2024 |
 ENB | $1.68M | 1.31% | 0.00% | +0.7% | Q4 2024 |
| ETHA | $1.63M | 1.27% | 0.01% | New | Q4 2025 |
| JPM | $1.61M | 1.25% | 0.00% | +0.5% | Q2 2025 |
| T | $1.58M | 1.23% | 0.00% | +2.6% | Q4 2024 |
| BAC | $1.55M | 1.20% | 0.00% | +0.5% | Q4 2024 |
| DOC | $1.5M | 1.17% | 0.01% | +0.6% | Q4 2024 |
 ABBV | $1.47M | 1.15% | 0.00% | +0.4% | Q4 2024 |
 CAVA | $1.44M | 1.12% | 0.02% | New | Q4 2025 |
| PWR | $1.37M | 1.07% | 0.00% | New | Q4 2025 |
 UBER | $1.33M | 1.03% | 0.00% | -43.7% | Q4 2024 |
| NNN | $1.32M | 1.03% | 0.02% | +0.8% | Q3 2025 |
| KMI | $1.32M | 1.03% | 0.00% | +0.5% | Q3 2025 |
| SBUX | $1.18M | 0.92% | 0.00% | New | Q4 2025 |
| BMY | $1.09M | 0.85% | 0.00% | Not reported | Q4 2024 |
 OXY | $1.05M | 0.82% | 0.00% | -14.6% | Q1 2025 |
| IBIT | $997K | 0.78% | 0.00% | +2.0% | Q2 2025 |
| KNTK | $994K | 0.77% | 0.02% | New | Q4 2025 |
 SMR | $892K | 0.70% | 0.03% | -13.8% | Q2 2025 |
| INTC | $884K | 0.69% | 0.00% | New | Q4 2025 |
 OKLO | $670K | 0.52% | 0.01% | New | Q4 2025 |
| USAR | $659K | 0.51% | 0.04% | New | Q4 2025 |
 JOBY | $543K | 0.42% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $4.02M | 3.04% | 0.00% | -25.2% | Q4 2024 |
| AAPL | $4.01M | 3.03% | 0.00% | +17.4% | Q4 2024 |
| ORCL | $3.75M | 2.83% | 0.00% | -18.8% | Q1 2025 |
| C | $3.4M | 2.57% | 0.00% | -17.1% | Q4 2024 |
| AMZN | $3.17M | 2.39% | 0.00% | +0.5% | Q4 2024 |
| SCHI | $3.02M | 2.28% | Not reported | New | Q3 2025 |
| D | $3M | 2.27% | 0.01% | +0.1% | Q4 2024 |
| PLTR | $2.97M | 2.24% | 0.00% | -43.8% | Q1 2025 |
| META | $2.93M | 2.21% | Not reported | -0.5% | Q4 2024 |
| SOFI | $2.9M | 2.19% | 0.01% | -32.2% | Q4 2024 |
| RKT | $2.87M | 2.17% | Not reported | -16.8% | Q4 2024 |
| KEY | $2.85M | 2.16% | 0.01% | -14.5% | Q4 2024 |
| UBER | $2.82M | 2.13% | 0.00% | -21.3% | Q4 2024 |
| GOOG | $2.69M | 2.04% | Not reported | Not reported | Q1 2025 |
| MSFT | $2.66M | 2.01% | 0.00% | -3.6% | Q4 2024 |
| SMR | $2.63M | 1.99% | 0.03% | +58.1% | Q2 2025 |
 ABT | $2.59M | 1.96% | 0.00% | +7.4% | Q4 2024 |
| AVGO | $2.53M | 1.91% | 0.00% | -26.9% | Q1 2025 |
| PANW | $2.31M | 1.74% | 0.00% | -32.8% | Q4 2024 |
| LLY | $2.3M | 1.74% | 0.00% | +44.0% | Q4 2024 |
 UNH | $2.26M | 1.71% | 0.00% | Not reported | Q1 2025 |
| GLW | $2.11M | 1.59% | 0.00% | -22.4% | Q4 2024 |
| TSLA | $2.1M | 1.58% | 0.00% | -45.4% | Q4 2024 |
| GE | $2.06M | 1.56% | 0.00% | -43.0% | Q4 2024 |
| BA | $1.99M | 1.50% | 0.00% | -38.5% | Q1 2025 |
| CARR | $1.93M | 1.46% | 0.00% | -9.1% | Q4 2024 |
 GD | $1.9M | 1.43% | 0.00% | -37.3% | Q2 2025 |
| WM | $1.84M | 1.39% | 0.00% | -15.0% | Q1 2025 |
| EXE | $1.8M | 1.36% | 0.01% | -6.4% | Q4 2024 |
| DOC | $1.77M | 1.34% | 0.01% | -27.4% | Q4 2024 |
| ENB | $1.76M | 1.33% | 0.00% | -29.7% | Q4 2024 |
| T | $1.75M | 1.32% | 0.00% | -0.5% | Q4 2024 |
| STLD | $1.58M | 1.19% | 0.01% | -5.2% | Q4 2024 |
| JPM | $1.57M | 1.18% | 0.00% | -17.2% | Q2 2025 |
 NFLX | $1.5M | 1.13% | 0.00% | -1.5% | Q2 2025 |
| ZG | $1.49M | 1.13% | Not reported | Not reported | Q4 2024 |
| ABBV | $1.49M | 1.12% | 0.00% | Not reported | Q4 2024 |
 SE | $1.48M | 1.12% | 0.00% | New | Q3 2025 |
| BAC | $1.44M | 1.09% | 0.00% | -30.0% | Q4 2024 |
| OXY | $1.42M | 1.07% | 0.00% | Not reported | Q1 2025 |
| NNN | $1.4M | 1.06% | 0.02% | New | Q3 2025 |
| AES | $1.35M | 1.02% | 0.01% | New | Q3 2025 |
| KMI | $1.35M | 1.02% | 0.00% | New | Q3 2025 |
| IBIT | $1.28M | 0.97% | 0.00% | +15.6% | Q2 2025 |
| UPS | $1.1M | 0.83% | 0.00% | -21.3% | Q1 2025 |
 CTVA | $991K | 0.75% | 0.00% | -15.7% | Q4 2024 |