MFG Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), MFG Wealth Management, Inc. reported 61 stock positions worth $128.3 million. Its top holding was Apple (AAPL) at 3.3% of the portfolio, followed by Proshares Ultrapro RUSS2000 (URTY, 3.2%) and Rocket Cos Class A (RKT, 2.9%). Compared with Q3 2025, it opened 12 new positions, sold out of 11, added to 21 and reduced 27. The biggest buy was a new position in Intl Business Machines (IBM) and the biggest sale an exit from Abbott Laboratories (ABT).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $128.3M (Q4 2025)
- SEC Filing
- 0002085853-26-000010 ↗ filed Jan 7, 2026
Holdings Value
Holdings 61 stocks · $128.3M
| AAPL Apple Inc. | 3.26% | 15,374 | $4.2M | Reduce -2.5% |
| URTY Proshares Ultrapro RUSS2000 | 3.24% | 78,135 | $4.2M | Reduce -0.9% |
| RKT Rocket Cos Inc. Class A | 2.85% | 188,970 | $3.7M | Add +27.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.78% | 83,609 | $3.6M | Reduce -0.8% |
| C Citigroup Inc. | 2.78% | 30,572 | $3.6M | Reduce -8.8% |
| TQQQ Proshares Ultrapro QQQ | 2.77% | 67,453 | $3.6M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.67% | 10,912 | $3.4M | Reduce -1.4% |
| NVDA Nvidia Corp. | 2.64% | 18,195 | $3.4M | Reduce -15.7% |
| AMZN Amazon.com Inc. | 2.60% | 14,432 | $3.3M | Reduce -0.1% |
| KEY Keycorp | 2.46% | 152,867 | $3.2M | Add +0.1% |
| LLY Eli Lilly & Co. | 2.35% | 2,811 | $3.0M | Reduce -6.9% |
| SCHI Schwab 5-10 Year Corporate B | 2.33% | 130,346 | $3.0M | Reduce -0.3% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.32% | 119,573 | $3.0M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.27% | 9,836 | $2.9M | New |
| D Dominion Energy Inc. | 2.24% | 49,071 | $2.9M | Reduce -0.1% |
| SOFI Sofi Technologies Inc. | 2.22% | 108,977 | $2.9M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 2.17% | 15,113 | $2.8M | Add +33.4% |
| AVGO Broadcom Inc. | 2.05% | 7,607 | $2.6M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.94% | 5,143 | $2.5M | No change |
| BA The Boeing Co. | 1.92% | 11,328 | $2.5M | Add +23.0% |
| ORCL Oracle Corp. | 1.90% | 12,496 | $2.4M | Reduce -6.3% |
| AES AES Corp. | 1.85% | 165,398 | $2.4M | Add +60.9% |
| PLTR Palantir Technologies Inc. Class A | 1.85% | 13,343 | $2.4M | Reduce -17.9% |
| SCYB Schwab High Yield Bond ETF | 1.84% | 89,609 | $2.4M | Reduce -0.1% |
| EXE Expand Energy Corp. | 1.80% | 20,973 | $2.3M | Add +23.9% |
| SCHQ Schwab Long-Term US Treasury | 1.73% | 70,060 | $2.2M | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO | 1.70% | 166,077 | $2.2M | New |
| META Meta Platforms Inc. Class A | 1.69% | 3,278 | $2.2M | Reduce -17.8% |
| UPS United Parcel Service Class B | 1.67% | 21,662 | $2.1M | Add +64.0% |
| GE General Electric filed as GE AEROSPACE | 1.66% | 6,899 | $2.1M | Add +0.6% |
| TSLA Tesla Inc. | 1.64% | 4,690 | $2.1M | Reduce -0.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.62% | 48,116 | $2.1M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 1.57% | 73,230 | $2.0M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.52% | 24,268 | $1.9M | Add +0.7% |
| STLD Steel Dynamics Inc. | 1.48% | 11,176 | $1.9M | Reduce -1.2% |
| ENB Enbridge Inc. | 1.31% | 35,087 | $1.7M | Add +0.7% |
| ETHA iShares Ethereum Trust ETF | 1.27% | 72,497 | $1.6M | New |
| JPM JPMorgan Chase & Co. | 1.25% | 4,993 | $1.6M | Add +0.5% |
| SCHG Schwab US Large-Cap Growth | 1.25% | 49,069 | $1.6M | Reduce -10.2% |
| T AT&T Inc. | 1.23% | 63,462 | $1.6M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.20% | 28,091 | $1.5M | Add +0.5% |
| DOC Healthpeak Properties Inc. | 1.17% | 93,119 | $1.5M | Add +0.6% |
| ABBV Abbvie Inc. | 1.15% | 6,455 | $1.5M | Add +0.4% |
| CAVA Cava Group Inc. | 1.12% | 24,534 | $1.4M | New |
| SCHR Schwab Intermediate-Term US | 1.11% | 56,595 | $1.4M | Reduce -0.1% |
| PWR Quanta Services Inc. | 1.07% | 3,255 | $1.4M | New |
| UBER Uber Technologies Inc. | 1.03% | 16,235 | $1.3M | Reduce -43.7% |
| NNN NNN REIT Inc. | 1.03% | 33,204 | $1.3M | Add +0.8% |
| KMI Kinder Morgan Inc. | 1.03% | 47,862 | $1.3M | Add +0.5% |
| SCHO Schwab Short-Term US Treas | 1.01% | 53,088 | $1.3M | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.92% | 14,006 | $1.2M | New |
| BMY Bristol-Myers Squibb Co. | 0.85% | 20,156 | $1.1M | New |
| OXY Occidental Petroleum Corp. | 0.82% | 25,576 | $1.1M | Reduce -14.6% |
| IBIT iShares Bitcoin Trust ETF | 0.78% | 20,088 | $997K | Add +2.0% |
| KNTK Kinetik Holdings Inc. | 0.77% | 27,560 | $994K | New |
| SMR Nuscale Power Corp. | 0.70% | 62,983 | $892K | Reduce -13.8% |
| INTC Intel Corp. | 0.69% | 23,954 | $884K | New |
| OKLO Oklo Inc. | 0.52% | 9,339 | $670K | New |
| USAR USA Rare Earth Inc. | 0.51% | 55,357 | $659K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.43% | 6,068 | $554K | Add +0.9% |
| JOBY Joby Aviation Inc. | 0.42% | 41,146 | $543K | New |
Portfolio Sells Q3 2025 → Q4 2025
| ABT Abbott Laboratories | Sold out | 0.00% | −1.96 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.71 |
| GLW Corning Inc. | Sold out | 0.00% | −1.59 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −1.46 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.43 |
| WM Waste Management Inc. | Sold out | 0.00% | −1.39 |
| SMR Nuscale Power Corp. | Reduce -13.8% | 0.70% | −1.29 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.13 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −1.13 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −1.12 |
| UBER Uber Technologies Inc. | Reduce -43.7% | 1.03% | −1.10 |
| ORCL Oracle Corp. | Reduce -6.3% | 1.90% | −0.93 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.75 |
| META Meta Platforms Inc. Class A | Reduce -17.8% | 1.69% | −0.53 |
| NVDA Nvidia Corp. | Reduce -15.7% | 2.64% | −0.39 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.9% | 1.85% | −0.39 |
| OXY Occidental Petroleum Corp. | Reduce -14.6% | 0.82% | −0.25 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.18 |
| SCHG Schwab US Large-Cap Growth | Reduce -10.2% | 1.25% | −0.07 |
| D Dominion Energy Inc. | Reduce -0.1% | 2.24% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.8% | 2.78% | +0.01 |
| SCHQ Schwab Long-Term US Treasury | Reduce -0.6% | 1.73% | +0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -0.2% | 1.01% | +0.03 |
| SCHR Schwab Intermediate-Term US | Reduce -0.1% | 1.11% | +0.03 |
| SOFI Sofi Technologies Inc. | Reduce -0.7% | 2.22% | +0.03 |
| SCYB Schwab High Yield Bond ETF | Reduce -0.1% | 1.84% | +0.03 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -0.3% | 2.33% | +0.05 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -0.5% | 2.32% | +0.06 |
| TSLA Tesla Inc. | Reduce -0.6% | 1.64% | +0.06 |
| URTY Proshares Ultrapro RUSS2000 | Reduce -0.9% | 3.24% | +0.08 |
| TQQQ Proshares Ultrapro QQQ | Reduce -0.8% | 2.77% | +0.12 |
| AVGO Broadcom Inc. | Reduce -0.7% | 2.05% | +0.14 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.60% | +0.20 |
| C Citigroup Inc. | Reduce -8.8% | 2.78% | +0.21 |
| AAPL Apple Inc. | Reduce -2.5% | 3.26% | +0.23 |
| STLD Steel Dynamics Inc. | Reduce -1.2% | 1.48% | +0.28 |
| LLY Eli Lilly & Co. | Reduce -6.9% | 2.35% | +0.61 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 2.67% | +0.63 |
Portfolio Buys Q3 2025 → Q4 2025
| IBM Intl Business Machines Corp. | New | 2.27% | +2.27 |
| F Ford Motor Co. | New | 1.70% | +1.70 |
| ETHA iShares Ethereum Trust ETF | New | 1.27% | +1.27 |
| CAVA Cava Group Inc. | New | 1.12% | +1.12 |
| PWR Quanta Services Inc. | New | 1.07% | +1.07 |
| SBUX Starbucks Corp. | New | 0.92% | +0.92 |
| BMY Bristol-Myers Squibb Co. | New | 0.85% | +0.85 |
| UPS United Parcel Service Class B | Add +64.0% | 1.67% | +0.84 |
| AES AES Corp. | Add +60.9% | 1.85% | +0.83 |
| KNTK Kinetik Holdings Inc. | New | 0.77% | +0.77 |
| INTC Intel Corp. | New | 0.69% | +0.69 |
| RKT Rocket Cos Inc. Class A | Add +27.7% | 2.85% | +0.69 |
| OKLO Oklo Inc. | New | 0.52% | +0.52 |
| USAR USA Rare Earth Inc. | New | 0.51% | +0.51 |
| EXE Expand Energy Corp. | Add +23.9% | 1.80% | +0.45 |
| PANW Palo Alto Networks Inc. | Add +33.4% | 2.17% | +0.43 |
| JOBY Joby Aviation Inc. | New | 0.42% | +0.42 |
| BA The Boeing Co. | Add +23.0% | 1.92% | +0.42 |
| KEY Keycorp | Add +0.1% | 2.46% | +0.30 |
| BAC Bank of America Corp. | Add +0.5% | 1.20% | +0.12 |
| GE General Electric | Add +0.6% | 1.66% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.7% | 1.52% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.25% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 1.57% | +0.07 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +0.9% | 1.62% | +0.04 |
| ABBV Abbvie Inc. | Add +0.4% | 1.15% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.9% | 0.43% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.5% | 1.03% | +0.01 |
| ENB Enbridge Inc. | Add +0.7% | 1.31% | −0.02 |
| NNN NNN REIT Inc. | Add +0.8% | 1.03% | −0.03 |
| T AT&T Inc. | Add +2.6% | 1.23% | −0.09 |
| DOC Healthpeak Properties Inc. | Add +0.6% | 1.17% | −0.17 |
| IBIT iShares Bitcoin Trust ETF | Add +2.0% | 0.78% | −0.19 |
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 |