MFG Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), MFG Wealth Management, Inc. reported 63 stock positions worth $139.8 million. Its top holding was Proshares Ultrapro RUSS2000 (URTY) at 3.5% of the portfolio, followed by Intl Business Machines (IBM, 3.1%) and Schwab High Yield Bond ETF (SCYB, 2.8%). Compared with Q1 2026, it opened 9 new positions, sold out of 7, added to 31 and reduced 23. The biggest buy was a new position in Carrier Global (CARR) and the biggest sale an exit from Dominion Energy (D).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $139.8M (Q2 2026)
- SEC Filing
- 0002085853-26-000655 ↗ filed Jul 8, 2026
Holdings Value
Holdings 63 stocks · $139.8M
| URTY Proshares Ultrapro RUSS2000 | 3.55% | 56,761 | $5.0M | Reduce -25.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.05% | 15,182 | $4.3M | Add +80.7% |
| SCYB Schwab High Yield Bond ETF | 2.81% | 150,197 | $3.9M | Add +7.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.77% | 85,390 | $3.9M | Add +4.7% |
| RKT Rocket Cos Inc. Class A | 2.64% | 234,540 | $3.7M | Add +20.2% |
| GLW Corning Inc. | 2.61% | 14,271 | $3.6M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 2.58% | 3,013 | $3.6M | Add +45.0% |
| AMZN Amazon.com Inc. | 2.48% | 14,548 | $3.5M | Add +3.6% |
| SOFI Sofi Technologies Inc. | 2.45% | 191,016 | $3.4M | Add +6.7% |
| UPS United Parcel Service Class B | 2.43% | 31,554 | $3.4M | Add +0.4% |
| MSFT Microsoft Corp. | 2.29% | 8,600 | $3.2M | Add +186.1% |
| SCHI Schwab 5-10 Year Corporate B | 2.24% | 138,562 | $3.1M | Add +4.4% |
| CARR Carrier Global Corp. | 2.24% | 42,691 | $3.1M | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.19% | 124,377 | $3.1M | Add +2.9% |
| DELL Dell Technologies -C | 2.19% | 7,087 | $3.1M | Reduce -37.0% |
| BA The Boeing Co. | 2.06% | 13,315 | $2.9M | Add +2.7% |
| AAPL Apple Inc. | 2.05% | 9,917 | $2.9M | Reduce -0.8% |
| SBUX Starbucks Corp. | 2.05% | 28,048 | $2.9M | Reduce -0.1% |
| FITB Fifth Third Bancorp | 1.96% | 48,577 | $2.7M | Add +28.0% |
| GE General Electric filed as GE AEROSPACE | 1.93% | 7,218 | $2.7M | Add +8.1% |
| SCHQ Schwab Long-Term US Treasury | 1.76% | 78,530 | $2.5M | Add +7.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.67% | 48,918 | $2.3M | Add +0.7% |
| KEY Keycorp | 1.66% | 100,622 | $2.3M | Reduce -20.5% |
| T AT&T Inc. | 1.55% | 104,514 | $2.2M | Add +47.9% |
| PWR Quanta Services Inc. | 1.54% | 2,996 | $2.2M | Reduce -3.6% |
| ZG Zillow Group Inc. Class A | 1.54% | 68,424 | $2.1M | New |
| INTC Intel Corp. | 1.51% | 15,089 | $2.1M | Reduce -71.5% |
| DOC Healthpeak Properties Inc. | 1.50% | 98,254 | $2.1M | Add +4.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.50% | 23,856 | $2.1M | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 1.46% | 64,208 | $2.0M | Reduce -11.9% |
| EXE Expand Energy Corp. | 1.43% | 21,956 | $2.0M | Reduce -0.8% |
| F Ford Motor Co. filed as FORD MTR CO | 1.43% | 143,767 | $2.0M | Reduce -39.4% |
| USAR USA Rare Earth Inc. | 1.43% | 92,393 | $2.0M | Reduce -3.3% |
| TSLA Tesla Inc. | 1.39% | 4,625 | $1.9M | Add +3.2% |
| PANW Palo Alto Networks Inc. | 1.38% | 5,671 | $1.9M | New |
| STLD Steel Dynamics Inc. | 1.35% | 8,239 | $1.9M | Reduce -22.4% |
| NVDA Nvidia Corp. | 1.35% | 9,400 | $1.9M | Reduce -46.6% |
| VLO Valero Energy Corp. | 1.27% | 6,804 | $1.8M | Reduce -14.3% |
| META Meta Platforms Inc. Class A | 1.27% | 3,145 | $1.8M | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 1.24% | 14,857 | $1.7M | Add +11.9% |
| BAC Bank of America Corp. | 1.19% | 29,231 | $1.7M | Add +7.0% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 47,921 | $1.6M | Reduce -0.6% |
| VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC | 1.15% | 73,017 | $1.6M | New |
| JPM JPMorgan Chase & Co. | 1.12% | 4,802 | $1.6M | Reduce -0.4% |
| CMI Cummins Inc. | 1.12% | 2,198 | $1.6M | New |
| NNN NNN REIT Inc. | 1.11% | 33,390 | $1.6M | Add +0.2% |
| QXO Qxo Inc. | 1.11% | 89,728 | $1.6M | Add +65.1% |
| SCHR Schwab Intermediate-Term US | 1.10% | 62,481 | $1.5M | Add +3.7% |
| IBRX Immunitybio Inc. | 1.09% | 173,885 | $1.5M | Reduce -0.8% |
| CSX CSX Corp. | 1.06% | 31,102 | $1.5M | Add +4.2% |
| ETHA iShares Ethereum Trust ETF | 1.04% | 122,214 | $1.5M | Add +23.8% |
| EEM iShares MSCI Emerging Market | 0.96% | 19,676 | $1.3M | Add +0.7% |
| WM Waste Management Inc. | 0.92% | 5,797 | $1.3M | New |
| AVGO Broadcom Inc. | 0.89% | 3,286 | $1.2M | Reduce -42.4% |
| GOOG Alphabet Inc. Class C | 0.89% | 3,508 | $1.2M | Reduce -1.1% |
| NEO Neogenomics Inc. | 0.87% | 83,462 | $1.2M | New |
| KMI Kinder Morgan Inc. | 0.86% | 37,710 | $1.2M | Reduce -19.5% |
| AXGN Axogen Inc. | 0.85% | 25,876 | $1.2M | New |
| BMY Bristol-Myers Squibb Co. | 0.80% | 19,446 | $1.1M | Reduce -0.6% |
| KNTK Kinetik Holdings Inc. | 0.79% | 22,829 | $1.1M | Reduce -15.8% |
| HOOD Robinhood Markets Inc. Class A | 0.78% | 10,900 | $1.1M | New |
| IBIT iShares Bitcoin Trust ETF | 0.77% | 32,233 | $1.1M | Add +37.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.55% | 8,392 | $769K | Add +54.2% |
Portfolio Sells Q1 2026 → Q2 2026
| D Dominion Energy Inc. | Sold out | 0.00% | −2.47 |
| TGT Target Corp. | Sold out | 0.00% | −1.88 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −1.41 |
| NVDA Nvidia Corp. | Reduce -46.6% | 1.35% | −1.20 |
| DOW Dow Inc. | Sold out | 0.00% | −1.12 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −1.09 |
| CTRE Caretrust REIT Inc. | Sold out | 0.00% | −1.07 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −1.04 |
| F Ford Motor Co. | Reduce -39.4% | 1.43% | −0.84 |
| EXE Expand Energy Corp. | Reduce -0.8% | 1.43% | −0.58 |
| AVGO Broadcom Inc. | Reduce -42.4% | 0.89% | −0.58 |
| KEY Keycorp | Reduce -20.5% | 1.66% | −0.45 |
| KMI Kinder Morgan Inc. | Reduce -19.5% | 0.86% | −0.44 |
| INTC Intel Corp. | Reduce -71.5% | 1.51% | −0.43 |
| SCHD Schwab US DVD Equity ETF | Reduce -11.9% | 1.46% | −0.40 |
| VLO Valero Energy Corp. | Reduce -14.3% | 1.27% | −0.36 |
| KNTK Kinetik Holdings Inc. | Reduce -15.8% | 0.79% | −0.30 |
| STLD Steel Dynamics Inc. | Reduce -22.4% | 1.35% | −0.23 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.6% | 0.80% | −0.18 |
| AAPL Apple Inc. | Reduce -0.8% | 2.05% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 1.12% | −0.05 |
| SBUX Starbucks Corp. | Reduce -0.1% | 2.05% | −0.03 |
| IBRX Immunitybio Inc. | Reduce -0.8% | 1.09% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 1.16% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.89% | +0.04 |
| PWR Quanta Services Inc. | Reduce -3.6% | 1.54% | +0.13 |
| USAR USA Rare Earth Inc. | Reduce -3.3% | 1.43% | +0.23 |
| URTY Proshares Ultrapro RUSS2000 | Reduce -25.3% | 3.55% | +0.30 |
| DELL Dell Technologies -C | Reduce -37.0% | 2.19% | +0.66 |
| GLW Corning Inc. | Reduce -3.7% | 2.61% | +0.94 |
Portfolio Buys Q1 2026 → Q2 2026
| CARR Carrier Global Corp. | New | 2.24% | +2.24 |
| ZG Zillow Group Inc. Class A | New | 1.54% | +1.54 |
| PANW Palo Alto Networks Inc. | New | 1.38% | +1.38 |
| MSFT Microsoft Corp. | Add +186.1% | 2.29% | +1.37 |
| IBM Intl Business Machines Corp. | Add +80.7% | 3.05% | +1.36 |
| VXX Ipath Series B S&P 500 Vix | New | 1.15% | +1.15 |
| CMI Cummins Inc. | New | 1.12% | +1.12 |
| LLY Eli Lilly & Co. | Add +45.0% | 2.58% | +1.00 |
| WM Waste Management Inc. | New | 0.92% | +0.92 |
| NEO Neogenomics Inc. | New | 0.87% | +0.87 |
| AXGN Axogen Inc. | New | 0.85% | +0.85 |
| HOOD Robinhood Markets Inc. Class A | New | 0.78% | +0.78 |
| FITB Fifth Third Bancorp | Add +28.0% | 1.96% | +0.50 |
| GE General Electric | Add +8.1% | 1.93% | +0.36 |
| RKT Rocket Cos Inc. Class A | Add +20.2% | 2.64% | +0.34 |
| QXO Qxo Inc. | Add +65.1% | 1.11% | +0.23 |
| DOC Healthpeak Properties Inc. | Add +4.1% | 1.50% | +0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +54.2% | 0.55% | +0.14 |
| SOFI Sofi Technologies Inc. | Add +6.7% | 2.45% | +0.09 |
| BAC Bank of America Corp. | Add +7.0% | 1.19% | +0.09 |
| AMZN Amazon.com Inc. | Add +3.6% | 2.48% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +0.7% | 0.96% | +0.04 |
| CSX CSX Corp. | Add +4.2% | 1.06% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +37.4% | 0.77% | +0.02 |
| TSLA Tesla Inc. | Add +3.2% | 1.39% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.8% | 1.50% | −0.00 |
| NNN NNN REIT Inc. | Add +0.2% | 1.11% | −0.05 |
| BA The Boeing Co. | Add +2.7% | 2.06% | −0.08 |
| UPS United Parcel Service Class B | Add +0.4% | 2.43% | −0.14 |
| SCHR Schwab Intermediate-Term US | Add +3.7% | 1.10% | −0.14 |
| T AT&T Inc. | Add +47.9% | 1.55% | −0.15 |
| SCHQ Schwab Long-Term US Treasury | Add +7.1% | 1.76% | −0.15 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +0.7% | 1.67% | −0.16 |
| SCYB Schwab High Yield Bond ETF | Add +7.7% | 2.81% | −0.19 |
| META Meta Platforms Inc. Class A | Add +0.3% | 1.27% | −0.22 |
| SCHI Schwab 5-10 Year Corporate B | Add +4.4% | 2.24% | −0.25 |
| ETHA iShares Ethereum Trust ETF | Add +23.8% | 1.04% | −0.26 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +2.9% | 2.19% | −0.29 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.7% | 2.77% | −0.33 |
| PLTR Palantir Technologies Inc. Class A | Add +11.9% | 1.24% | −0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 63 | $139.8M | URTY, IBM, SCYB, XLU, RKT |
| Q1 2026 | 61 | $120.6M | URTY, XLU, SCYB, UPS, NVDA |
| Q4 2025 | 61 | $128.3M | AAPL, URTY, RKT, XLU, C |
| Q3 2025 | 60 | $132.4M | URTY, NVDA, AAPL, ORCL, XLU |
| Q2 2025 | 51 | $118.7M | NVDA, URTY, PLTR, ORCL, PANW |
| Q1 2025 | 58 | $104.7M | LQD, T, NVDA, XLU, PANW |
| Q4 2024 | 52 | $109.2M | AAPL, LQD, NVDA, AMZN, C |