MFG Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), MFG Wealth Management, Inc. reported 51 stock positions worth $118.7 million. Its top holding was Nvidia (NVDA) at 3.8% of the portfolio, followed by Proshares Ultrapro RUSS2000 (URTY, 3.5%) and Palantir Technologies Class A (PLTR, 3.3%). Compared with Q1 2025, it opened 9 new positions, sold out of 16, added to 27 and reduced 15. The biggest buy was a new position in Proshares Ultrapro QQQ (TQQQ) and the biggest sale an exit from Caterpillar (CAT).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $118.7M (Q2 2025)
- SEC Filing
- 0001667731-25-000757 ↗ filed Jul 9, 2025
Holdings Value
Holdings 51 stocks · $118.7M
| NVDA Nvidia Corp. | 3.84% | 28,832 | $4.6M | Reduce -5.3% |
| URTY Proshares Ultrapro RUSS2000 | 3.47% | 104,568 | $4.1M | Add +81.8% |
| PLTR Palantir Technologies Inc. Class A | 3.32% | 28,904 | $3.9M | Add +36.0% |
| ORCL Oracle Corp. | 3.02% | 16,417 | $3.6M | Add +42.3% |
| PANW Palo Alto Networks Inc. | 2.91% | 16,856 | $3.4M | Add +0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.90% | 42,204 | $3.4M | Add +1.4% |
| C Citigroup Inc. | 2.90% | 40,456 | $3.4M | Add +0.7% |
| UBER Uber Technologies Inc. | 2.88% | 36,633 | $3.4M | Add +12.6% |
| TQQQ Proshares Ultrapro QQQ | 2.75% | 39,346 | $3.3M | New |
| AMZN Amazon.com Inc. | 2.66% | 14,371 | $3.2M | Add +2.0% |
| BA The Boeing Co. | 2.64% | 14,978 | $3.1M | Add +20.2% |
| KEY Keycorp | 2.62% | 178,625 | $3.1M | Add +154.9% |
| GE General Electric filed as GE AEROSPACE | 2.61% | 12,035 | $3.1M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 2.49% | 4,009 | $3.0M | Add +37.3% |
| SOFI Sofi Technologies Inc. | 2.48% | 161,825 | $2.9M | Add +3.5% |
| AVGO Broadcom Inc. | 2.43% | 10,467 | $2.9M | Add +60.5% |
| D Dominion Energy Inc. | 2.34% | 49,049 | $2.8M | Add +0.3% |
| AAPL Apple Inc. | 2.32% | 13,424 | $2.8M | Add +8.1% |
| TSLA Tesla Inc. | 2.31% | 8,641 | $2.7M | Add +2.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.31% | 24,998 | $2.7M | Reduce -33.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.27% | 36,990 | $2.7M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.23% | 5,333 | $2.7M | Reduce -1.1% |
| CARR Carrier Global Corp. | 2.20% | 35,657 | $2.6M | Add +9.6% |
| GD General Dynamics Corp. | 2.18% | 8,861 | $2.6M | New |
| RKT Rocket Cos Inc. Class A | 2.12% | 177,762 | $2.5M | Add +37.6% |
| ABT Abbott Laboratories | 2.06% | 18,001 | $2.4M | Reduce -1.0% |
| ENB Enbridge Inc. | 1.89% | 49,590 | $2.2M | Reduce -0.8% |
| WM Waste Management Inc. | 1.89% | 9,779 | $2.2M | Add +0.5% |
| DOC Healthpeak Properties Inc. | 1.88% | 127,546 | $2.2M | Add +1.9% |
| EXE Expand Energy Corp. | 1.78% | 18,072 | $2.1M | Reduce -0.5% |
| FLR Fluor Corp. | 1.77% | 41,035 | $2.1M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.59% | 39,937 | $1.9M | Add +0.4% |
| SMR Nuscale Power Corp. | 1.54% | 46,231 | $1.8M | New |
| CCI Crown Castle Inc. | 1.52% | 17,619 | $1.8M | Add +3.2% |
| T AT&T Inc. | 1.52% | 62,176 | $1.8M | Reduce -47.6% |
| GLW Corning Inc. | 1.47% | 33,081 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 1.47% | 6,000 | $1.7M | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.46% | 3,942 | $1.7M | Add +0.5% |
| NFLX Netflix Inc. | 1.44% | 1,272 | $1.7M | New |
| UPS United Parcel Service Class B | 1.43% | 16,791 | $1.7M | Add +14.5% |
| LLY Eli Lilly & Co. | 1.38% | 2,097 | $1.6M | Reduce -23.0% |
| STLD Steel Dynamics Inc. | 1.29% | 11,933 | $1.5M | Add +0.6% |
| TLT iShares 20+ Year Treasury BD | 1.15% | 15,521 | $1.4M | Add +30.3% |
| CTVA Corteva Inc. | 1.09% | 17,371 | $1.3M | Reduce -0.3% |
| UEC Uranium Energy Corp. | 0.93% | 161,866 | $1.1M | New |
| IBIT iShares Bitcoin Trust ETF | 0.88% | 17,026 | $1.0M | New |
| DOCU Docusign Inc. | 0.86% | 13,179 | $1.0M | Reduce -44.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.77% | 9,982 | $916K | Reduce -14.6% |
| XLK SS Technology Select Sector | 0.28% | 1,308 | $331K | Add +9.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.23% | 6,565 | $279K | Reduce -3.4% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 4,820 | $274K | Reduce -19.1% |
Portfolio Sells Q1 2025 → Q2 2025
| CAT Caterpillar Inc. | Sold out | 0.00% | −2.08 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.91 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −1.78 |
| T AT&T Inc. | Reduce -47.6% | 1.52% | −1.69 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -33.8% | 2.31% | −1.61 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.49 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −1.44 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −1.34 |
| DE Deere & Co. | Sold out | 0.00% | −1.28 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.12 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −1.07 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −1.06 |
| MMM 3M Co. | Sold out | 0.00% | −1.01 |
| DOCU Docusign Inc. | Reduce -44.5% | 0.86% | −0.98 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.96 |
| POOL Pool Corp. | Sold out | 0.00% | −0.88 |
| LLY Eli Lilly & Co. | Reduce -23.0% | 1.38% | −0.77 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.75 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.75 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -14.6% | 0.77% | −0.25 |
| ABT Abbott Laboratories | Reduce -1.0% | 2.06% | −0.24 |
| ENB Enbridge Inc. | Reduce -0.8% | 1.89% | −0.22 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.19 |
| EXE Expand Energy Corp. | Reduce -0.5% | 1.78% | −0.15 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.1% | 0.23% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.1% | 2.27% | −0.08 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -3.4% | 0.23% | −0.05 |
| CTVA Corteva Inc. | Reduce -0.3% | 1.09% | +0.04 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.23% | +0.30 |
| GE General Electric | Reduce -0.3% | 2.61% | +0.30 |
| NVDA Nvidia Corp. | Reduce -5.3% | 3.84% | +0.68 |
Portfolio Buys Q1 2025 → Q2 2025
| TQQQ Proshares Ultrapro QQQ | New | 2.75% | +2.75 |
| GD General Dynamics Corp. | New | 2.18% | +2.18 |
| FLR Fluor Corp. | New | 1.77% | +1.77 |
| PLTR Palantir Technologies Inc. Class A | Add +36.0% | 3.32% | +1.61 |
| KEY Keycorp | Add +154.9% | 2.62% | +1.55 |
| SMR Nuscale Power Corp. | New | 1.54% | +1.54 |
| ORCL Oracle Corp. | Add +42.3% | 3.02% | +1.48 |
| GLW Corning Inc. | New | 1.47% | +1.47 |
| JPM JPMorgan Chase & Co. | New | 1.47% | +1.47 |
| NFLX Netflix Inc. | New | 1.44% | +1.44 |
| AVGO Broadcom Inc. | Add +60.5% | 2.43% | +1.39 |
| URTY Proshares Ultrapro RUSS2000 | Add +81.8% | 3.47% | +1.11 |
| UEC Uranium Energy Corp. | New | 0.93% | +0.93 |
| META Meta Platforms Inc. Class A | Add +37.3% | 2.49% | +0.88 |
| IBIT iShares Bitcoin Trust ETF | New | 0.88% | +0.88 |
| SOFI Sofi Technologies Inc. | Add +3.5% | 2.48% | +0.75 |
| RKT Rocket Cos Inc. Class A | Add +37.6% | 2.12% | +0.63 |
| UBER Uber Technologies Inc. | Add +12.6% | 2.88% | +0.61 |
| BA The Boeing Co. | Add +20.2% | 2.64% | +0.61 |
| CARR Carrier Global Corp. | Add +9.6% | 2.20% | +0.23 |
| TSLA Tesla Inc. | Add +2.5% | 2.31% | +0.22 |
| C Citigroup Inc. | Add +0.7% | 2.90% | +0.18 |
| PANW Palo Alto Networks Inc. | Add +0.4% | 2.91% | +0.17 |
| TLT iShares 20+ Year Treasury BD | Add +30.3% | 1.15% | +0.12 |
| AMZN Amazon.com Inc. | Add +2.0% | 2.66% | +0.10 |
| XLK SS Technology Select Sector | Add +9.9% | 0.28% | +0.04 |
| BAC Bank of America Corp. | Add +0.4% | 1.59% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.5% | 1.46% | −0.11 |
| UPS United Parcel Service Class B | Add +14.5% | 1.43% | −0.11 |
| STLD Steel Dynamics Inc. | Add +0.6% | 1.29% | −0.13 |
| CCI Crown Castle Inc. | Add +3.2% | 1.52% | −0.18 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.4% | 2.90% | −0.23 |
| WM Waste Management Inc. | Add +0.5% | 1.89% | −0.27 |
| D Dominion Energy Inc. | Add +0.3% | 2.34% | −0.28 |
| AAPL Apple Inc. | Add +8.1% | 2.32% | −0.31 |
| DOC Healthpeak Properties Inc. | Add +1.9% | 1.88% | −0.54 |
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 |