MFG Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), MFG Wealth Management, Inc. reported 60 stock positions worth $132.4 million. Its top holding was Proshares Ultrapro RUSS2000 (URTY) at 3.2% of the portfolio, followed by Nvidia (NVDA, 3.0%) and Apple (AAPL, 3.0%). Compared with Q2 2025, it opened 18 new positions, sold out of 9, added to 8 and reduced 34. The biggest buy was a new position in Schwab 5-10 Year Corporate B (SCHI) and the biggest sale an exit from Ishr Ibx Usd Invgd CB ETF-Ui (LQD).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $132.4M (Q3 2025)
- SEC Filing
- 0002085853-25-000041 ↗ filed Oct 9, 2025
Holdings Value
Holdings 60 stocks · $132.4M
| URTY Proshares Ultrapro RUSS2000 | 3.16% | 78,867 | $4.2M | Reduce -24.6% |
| NVDA Nvidia Corp. | 3.04% | 21,570 | $4.0M | Reduce -25.2% |
| AAPL Apple Inc. | 3.03% | 15,761 | $4.0M | Add +17.4% |
| ORCL Oracle Corp. | 2.83% | 13,334 | $3.8M | Reduce -18.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.77% | 42,125 | $3.7M | Reduce -0.2% |
| TQQQ Proshares Ultrapro QQQ | 2.66% | 34,011 | $3.5M | Reduce -13.6% |
| C Citigroup Inc. | 2.57% | 33,541 | $3.4M | Reduce -17.1% |
| AMZN Amazon.com Inc. | 2.39% | 14,441 | $3.2M | Add +0.5% |
| SCHI Schwab 5-10 Year Corporate B | 2.28% | 130,712 | $3.0M | New |
| D Dominion Energy Inc. | 2.27% | 49,102 | $3.0M | Add +0.1% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.26% | 120,213 | $3.0M | New |
| PLTR Palantir Technologies Inc. Class A | 2.24% | 16,257 | $3.0M | Reduce -43.8% |
| META Meta Platforms Inc. Class A | 2.21% | 3,989 | $2.9M | Reduce -0.5% |
| SOFI Sofi Technologies Inc. | 2.19% | 109,776 | $2.9M | Reduce -32.2% |
| RKT Rocket Cos Inc. Class A | 2.17% | 147,989 | $2.9M | Reduce -16.8% |
| KEY Keycorp | 2.16% | 152,721 | $2.9M | Reduce -14.5% |
| UBER Uber Technologies Inc. | 2.13% | 28,834 | $2.8M | Reduce -21.3% |
| GOOG Alphabet Inc. Class C | 2.04% | 11,065 | $2.7M | New |
| MSFT Microsoft Corp. | 2.01% | 5,143 | $2.7M | Reduce -3.6% |
| SMR Nuscale Power Corp. | 1.99% | 73,091 | $2.6M | Add +58.1% |
| ABT Abbott Laboratories | 1.96% | 19,337 | $2.6M | Add +7.4% |
| AVGO Broadcom Inc. | 1.91% | 7,657 | $2.5M | Reduce -26.9% |
| SCYB Schwab High Yield Bond ETF | 1.81% | 89,729 | $2.4M | New |
| PANW Palo Alto Networks Inc. | 1.74% | 11,331 | $2.3M | Reduce -32.8% |
| LLY Eli Lilly & Co. | 1.74% | 3,020 | $2.3M | Add +44.0% |
| SCHQ Schwab Long-Term US Treasury | 1.72% | 70,514 | $2.3M | New |
| UNH Unitedhealth Group Inc. | 1.71% | 6,552 | $2.3M | New |
| GLW Corning Inc. | 1.59% | 25,668 | $2.1M | Reduce -22.4% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.58% | 47,699 | $2.1M | Add +626.6% |
| TSLA Tesla Inc. | 1.58% | 4,717 | $2.1M | Reduce -45.4% |
| GE General Electric filed as GE AEROSPACE | 1.56% | 6,855 | $2.1M | Reduce -43.0% |
| BA The Boeing Co. | 1.50% | 9,212 | $2.0M | Reduce -38.5% |
| SCHD Schwab US DVD Equity ETF | 1.50% | 72,768 | $2.0M | New |
| CARR Carrier Global Corp. | 1.46% | 32,402 | $1.9M | Reduce -9.1% |
| GD General Dynamics Corp. | 1.43% | 5,560 | $1.9M | Reduce -37.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.43% | 24,093 | $1.9M | Reduce -34.9% |
| WM Waste Management Inc. | 1.39% | 8,315 | $1.8M | Reduce -15.0% |
| EXE Expand Energy Corp. | 1.36% | 16,922 | $1.8M | Reduce -6.4% |
| DOC Healthpeak Properties Inc. | 1.34% | 92,581 | $1.8M | Reduce -27.4% |
| ENB Enbridge Inc. | 1.33% | 34,843 | $1.8M | Reduce -29.7% |
| T AT&T Inc. | 1.32% | 61,870 | $1.7M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 1.32% | 54,623 | $1.7M | New |
| STLD Steel Dynamics Inc. | 1.19% | 11,314 | $1.6M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 1.18% | 4,967 | $1.6M | Reduce -17.2% |
| NFLX Netflix Inc. | 1.13% | 1,253 | $1.5M | Reduce -1.5% |
| ZG Zillow Group Inc. Class A | 1.13% | 20,063 | $1.5M | New |
| ABBV Abbvie Inc. | 1.12% | 6,431 | $1.5M | New |
| SE Sea Ltd.-ADR | 1.12% | 8,292 | $1.5M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.09% | 27,948 | $1.4M | Reduce -30.0% |
| SCHR Schwab Intermediate-Term US | 1.07% | 56,650 | $1.4M | New |
| OXY Occidental Petroleum Corp. | 1.07% | 29,962 | $1.4M | New |
| NNN NNN REIT Inc. | 1.06% | 32,931 | $1.4M | New |
| AES AES Corp. | 1.02% | 102,780 | $1.4M | New |
| KMI Kinder Morgan Inc. | 1.02% | 47,615 | $1.3M | New |
| SCHO Schwab Short-Term US Treas | 0.98% | 53,213 | $1.3M | New |
| IBIT iShares Bitcoin Trust ETF | 0.97% | 19,688 | $1.3M | Add +15.6% |
| UPS United Parcel Service Class B | 0.83% | 13,207 | $1.1M | Reduce -21.3% |
| CTVA Corteva Inc. | 0.75% | 14,649 | $991K | Reduce -15.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.42% | 6,014 | $552K | Reduce -39.8% |
| XLC SS Comm Select Sector SPDR | 0.18% | 2,047 | $242K | New |
Portfolio Sells Q2 2025 → Q3 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −2.31 |
| FLR Fluor Corp. | Sold out | 0.00% | −1.77 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −1.52 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −1.46 |
| PANW Palo Alto Networks Inc. | Reduce -32.8% | 1.74% | −1.16 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.15 |
| BA The Boeing Co. | Reduce -38.5% | 1.50% | −1.14 |
| PLTR Palantir Technologies Inc. Class A | Reduce -43.8% | 2.24% | −1.08 |
| GE General Electric | Reduce -43.0% | 1.56% | −1.05 |
| UEC Uranium Energy Corp. | Sold out | 0.00% | −0.93 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.86 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -34.9% | 1.43% | −0.84 |
| NVDA Nvidia Corp. | Reduce -25.2% | 3.04% | −0.80 |
| UBER Uber Technologies Inc. | Reduce -21.3% | 2.13% | −0.75 |
| GD General Dynamics Corp. | Reduce -37.3% | 1.43% | −0.75 |
| CARR Carrier Global Corp. | Reduce -9.1% | 1.46% | −0.74 |
| TSLA Tesla Inc. | Reduce -45.4% | 1.58% | −0.73 |
| UPS United Parcel Service Class B | Reduce -21.3% | 0.83% | −0.59 |
| ENB Enbridge Inc. | Reduce -29.7% | 1.33% | −0.57 |
| DOC Healthpeak Properties Inc. | Reduce -27.4% | 1.34% | −0.54 |
| AVGO Broadcom Inc. | Reduce -26.9% | 1.91% | −0.52 |
| BAC Bank of America Corp. | Reduce -30.0% | 1.09% | −0.50 |
| WM Waste Management Inc. | Reduce -15.0% | 1.39% | −0.50 |
| KEY Keycorp | Reduce -14.5% | 2.16% | −0.47 |
| EXE Expand Energy Corp. | Reduce -6.4% | 1.36% | −0.42 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -39.8% | 0.42% | −0.35 |
| CTVA Corteva Inc. | Reduce -15.7% | 0.75% | −0.34 |
| C Citigroup Inc. | Reduce -17.1% | 2.57% | −0.33 |
| URTY Proshares Ultrapro RUSS2000 | Reduce -24.6% | 3.16% | −0.31 |
| NFLX Netflix Inc. | Reduce -1.5% | 1.13% | −0.30 |
| SOFI Sofi Technologies Inc. | Reduce -32.2% | 2.19% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -17.2% | 1.18% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 2.21% | −0.28 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.28 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.23 |
| MSFT Microsoft Corp. | Reduce -3.6% | 2.01% | −0.22 |
| T AT&T Inc. | Reduce -0.5% | 1.32% | −0.20 |
| ORCL Oracle Corp. | Reduce -18.8% | 2.83% | −0.19 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.2% | 2.77% | −0.13 |
| STLD Steel Dynamics Inc. | Reduce -5.2% | 1.19% | −0.10 |
| TQQQ Proshares Ultrapro QQQ | Reduce -13.6% | 2.66% | −0.10 |
| RKT Rocket Cos Inc. Class A | Reduce -16.8% | 2.17% | +0.04 |
| GLW Corning Inc. | Reduce -22.4% | 1.59% | +0.12 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHI Schwab 5-10 Year Corporate B | New | 2.28% | +2.28 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | New | 2.26% | +2.26 |
| GOOG Alphabet Inc. Class C | New | 2.04% | +2.04 |
| SCYB Schwab High Yield Bond ETF | New | 1.81% | +1.81 |
| SCHQ Schwab Long-Term US Treasury | New | 1.72% | +1.72 |
| UNH Unitedhealth Group Inc. | New | 1.71% | +1.71 |
| SCHD Schwab US DVD Equity ETF | New | 1.50% | +1.50 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +626.6% | 1.58% | +1.35 |
| SCHG Schwab US Large-Cap Growth | New | 1.32% | +1.32 |
| ZG Zillow Group Inc. Class A | New | 1.13% | +1.13 |
| ABBV Abbvie Inc. | New | 1.12% | +1.12 |
| SE Sea Ltd.-ADR | New | 1.12% | +1.12 |
| SCHR Schwab Intermediate-Term US | New | 1.07% | +1.07 |
| OXY Occidental Petroleum Corp. | New | 1.07% | +1.07 |
| NNN NNN REIT Inc. | New | 1.06% | +1.06 |
| AES AES Corp. | New | 1.02% | +1.02 |
| KMI Kinder Morgan Inc. | New | 1.02% | +1.02 |
| SCHO Schwab Short-Term US Treas | New | 0.98% | +0.98 |
| AAPL Apple Inc. | Add +17.4% | 3.03% | +0.71 |
| SMR Nuscale Power Corp. | Add +58.1% | 1.99% | +0.45 |
| LLY Eli Lilly & Co. | Add +44.0% | 1.74% | +0.36 |
| XLC SS Comm Select Sector SPDR | New | 0.18% | +0.18 |
| IBIT iShares Bitcoin Trust ETF | Add +15.6% | 0.97% | +0.09 |
| D Dominion Energy Inc. | Add +0.1% | 2.27% | −0.07 |
| ABT Abbott Laboratories | Add +7.4% | 1.96% | −0.11 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.39% | −0.26 |
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 |