MFG Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), MFG Wealth Management, Inc. reported 61 stock positions worth $120.6 million. Its top holding was Proshares Ultrapro RUSS2000 (URTY) at 3.2% of the portfolio, followed by St Sr Utl SL SE SPDR ETF-Usd (XLU, 3.1%) and Schwab High Yield Bond ETF (SCYB, 3.0%). Compared with Q4 2025, it opened 14 new positions, sold out of 14, added to 20 and reduced 27. The biggest buy was a new position in Target (TGT) and the biggest sale an exit from Citigroup (C).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $120.6M (Q1 2026)
- SEC Filing
- 0002085853-26-000318 ↗ filed Apr 9, 2026
Holdings Value
Holdings 61 stocks · $120.6M
| URTY Proshares Ultrapro RUSS2000 | 3.25% | 75,973 | $3.9M | Reduce -2.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 3.10% | 81,540 | $3.7M | Reduce -2.5% |
| SCYB Schwab High Yield Bond ETF | 3.01% | 139,458 | $3.6M | Add +55.6% |
| UPS United Parcel Service Class B | 2.56% | 31,436 | $3.1M | Add +45.1% |
| NVDA Nvidia Corp. | 2.55% | 17,603 | $3.1M | Reduce -3.3% |
| SCHI Schwab 5-10 Year Corporate B | 2.50% | 132,684 | $3.0M | Add +1.8% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.48% | 120,914 | $3.0M | Add +1.1% |
| D Dominion Energy Inc. | 2.47% | 48,202 | $3.0M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 2.43% | 14,047 | $2.9M | Reduce -2.7% |
| SOFI Sofi Technologies Inc. | 2.36% | 179,099 | $2.8M | Add +64.3% |
| RKT Rocket Cos Inc. Class A | 2.31% | 195,091 | $2.8M | Add +3.2% |
| F Ford Motor Co. filed as FORD MTR CO | 2.27% | 237,044 | $2.7M | Add +42.7% |
| BA The Boeing Co. | 2.14% | 12,960 | $2.6M | Add +14.4% |
| KEY Keycorp | 2.11% | 126,628 | $2.5M | Reduce -17.2% |
| AAPL Apple Inc. | 2.10% | 10,002 | $2.5M | Reduce -34.9% |
| SBUX Starbucks Corp. | 2.08% | 28,064 | $2.5M | Add +100.4% |
| EXE Expand Energy Corp. | 2.01% | 22,121 | $2.4M | Add +5.5% |
| INTC Intel Corp. | 1.94% | 52,995 | $2.3M | Add +121.2% |
| SCHQ Schwab Long-Term US Treasury | 1.91% | 73,332 | $2.3M | Add +4.7% |
| TGT Target Corp. | 1.88% | 18,709 | $2.3M | New |
| SCHD Schwab US DVD Equity ETF | 1.85% | 72,891 | $2.2M | Reduce -0.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.83% | 48,586 | $2.2M | Add +1.0% |
| T AT&T Inc. | 1.70% | 70,667 | $2.0M | Add +11.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.69% | 8,403 | $2.0M | Reduce -14.6% |
| GLW Corning Inc. | 1.67% | 14,823 | $2.0M | New |
| VLO Valero Energy Corp. | 1.63% | 7,940 | $2.0M | New |
| PLTR Palantir Technologies Inc. Class A | 1.61% | 13,271 | $1.9M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.58% | 2,078 | $1.9M | Reduce -26.1% |
| STLD Steel Dynamics Inc. | 1.58% | 10,613 | $1.9M | Reduce -5.0% |
| GE General Electric filed as GE AEROSPACE | 1.57% | 6,677 | $1.9M | Reduce -3.2% |
| DELL Dell Technologies -C | 1.53% | 11,241 | $1.8M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.50% | 23,678 | $1.8M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 1.49% | 3,136 | $1.8M | Reduce -4.3% |
| AVGO Broadcom Inc. | 1.47% | 5,708 | $1.8M | Reduce -25.0% |
| FITB Fifth Third Bancorp | 1.46% | 37,952 | $1.8M | New |
| PWR Quanta Services Inc. | 1.42% | 3,108 | $1.7M | Reduce -4.5% |
| UPRO Proshares Ultrapro S&P 500 | 1.41% | 17,541 | $1.7M | New |
| TSLA Tesla Inc. | 1.38% | 4,480 | $1.7M | Reduce -4.5% |
| KMI Kinder Morgan Inc. | 1.30% | 46,838 | $1.6M | Reduce -2.1% |
| ETHA iShares Ethereum Trust ETF | 1.30% | 98,705 | $1.6M | Add +36.1% |
| DOC Healthpeak Properties Inc. | 1.29% | 94,424 | $1.6M | Add +1.4% |
| SCHR Schwab Intermediate-Term US | 1.24% | 60,241 | $1.5M | Add +6.4% |
| USAR USA Rare Earth Inc. | 1.20% | 95,519 | $1.4M | Add +72.5% |
| JPM JPMorgan Chase & Co. | 1.18% | 4,821 | $1.4M | Reduce -3.4% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 48,213 | $1.4M | Reduce -1.7% |
| NNN NNN REIT Inc. | 1.16% | 33,319 | $1.4M | Add +0.3% |
| DOW Dow Inc. filed as DOW HLDGS INC | 1.12% | 32,311 | $1.3M | New |
| IBRX Immunitybio Inc. | 1.12% | 175,350 | $1.3M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.10% | 27,306 | $1.3M | Reduce -2.8% |
| LYB Lyondellbasell Indu Class A | 1.09% | 16,355 | $1.3M | New |
| KNTK Kinetik Holdings Inc. | 1.09% | 27,097 | $1.3M | Reduce -1.7% |
| CTRE Caretrust REIT Inc. | 1.07% | 35,084 | $1.3M | New |
| NOW ServiceNow Inc. | 1.04% | 11,945 | $1.2M | New |
| CSX CSX Corp. | 1.02% | 29,857 | $1.2M | New |
| BMY Bristol-Myers Squibb Co. | 0.98% | 19,572 | $1.2M | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.92% | 3,006 | $1.1M | Reduce -41.5% |
| EEM iShares MSCI Emerging Market | 0.92% | 19,545 | $1.1M | New |
| QXO Qxo Inc. | 0.88% | 54,354 | $1.1M | New |
| GOOG Alphabet Inc. Class C | 0.84% | 3,548 | $1.0M | Reduce -67.5% |
| IBIT iShares Bitcoin Trust ETF | 0.75% | 23,457 | $901K | Add +16.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.41% | 5,442 | $499K | Reduce -10.3% |
Portfolio Sells Q4 2025 → Q1 2026
| C Citigroup Inc. | Sold out | 0.00% | −2.78 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −2.77 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −2.17 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.90 |
| AES AES Corp. | Sold out | 0.00% | −1.85 |
| GOOG Alphabet Inc. Class C | Reduce -67.5% | 0.84% | −1.82 |
| ENB Enbridge Inc. | Sold out | 0.00% | −1.31 |
| AAPL Apple Inc. | Reduce -34.9% | 2.10% | −1.15 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.15 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −1.12 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.03 |
| MSFT Microsoft Corp. | Reduce -41.5% | 0.92% | −1.02 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −1.01 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.82 |
| LLY Eli Lilly & Co. | Reduce -26.1% | 1.58% | −0.77 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.70 |
| AVGO Broadcom Inc. | Reduce -25.0% | 1.47% | −0.59 |
| IBM Intl Business Machines Corp. | Reduce -14.6% | 1.69% | −0.58 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.52 |
| JOBY Joby Aviation Inc. | Sold out | 0.00% | −0.42 |
| KEY Keycorp | Reduce -17.2% | 2.11% | −0.35 |
| TSLA Tesla Inc. | Reduce -4.5% | 1.38% | −0.26 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.5% | 1.61% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -4.3% | 1.49% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 2.43% | −0.17 |
| BAC Bank of America Corp. | Reduce -2.8% | 1.10% | −0.10 |
| NVDA Nvidia Corp. | Reduce -3.3% | 2.55% | −0.10 |
| GE General Electric | Reduce -3.2% | 1.57% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.7% | 1.16% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 1.18% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -10.3% | 0.41% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.4% | 1.50% | −0.01 |
| URTY Proshares Ultrapro RUSS2000 | Reduce -2.8% | 3.25% | +0.01 |
| STLD Steel Dynamics Inc. | Reduce -5.0% | 1.58% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.9% | 0.98% | +0.14 |
| D Dominion Energy Inc. | Reduce -1.8% | 2.47% | +0.23 |
| KMI Kinder Morgan Inc. | Reduce -2.1% | 1.30% | +0.28 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 1.85% | +0.29 |
| KNTK Kinetik Holdings Inc. | Reduce -1.7% | 1.09% | +0.31 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.5% | 3.10% | +0.32 |
| PWR Quanta Services Inc. | Reduce -4.5% | 1.42% | +0.34 |
Portfolio Buys Q4 2025 → Q1 2026
| TGT Target Corp. | New | 1.88% | +1.88 |
| GLW Corning Inc. | New | 1.67% | +1.67 |
| VLO Valero Energy Corp. | New | 1.63% | +1.63 |
| DELL Dell Technologies -C | New | 1.53% | +1.53 |
| FITB Fifth Third Bancorp | New | 1.46% | +1.46 |
| UPRO Proshares Ultrapro S&P 500 | New | 1.41% | +1.41 |
| INTC Intel Corp. | Add +121.2% | 1.94% | +1.25 |
| SBUX Starbucks Corp. | Add +100.4% | 2.08% | +1.17 |
| SCYB Schwab High Yield Bond ETF | Add +55.6% | 3.01% | +1.16 |
| DOW Dow Inc. | New | 1.12% | +1.12 |
| IBRX Immunitybio Inc. | New | 1.12% | +1.12 |
| LYB Lyondellbasell Indu Class A | New | 1.09% | +1.09 |
| CTRE Caretrust REIT Inc. | New | 1.07% | +1.07 |
| NOW ServiceNow Inc. | New | 1.04% | +1.04 |
| CSX CSX Corp. | New | 1.02% | +1.02 |
| EEM iShares MSCI Emerging Market | New | 0.92% | +0.92 |
| UPS United Parcel Service Class B | Add +45.1% | 2.56% | +0.89 |
| QXO Qxo Inc. | New | 0.88% | +0.88 |
| USAR USA Rare Earth Inc. | Add +72.5% | 1.20% | +0.69 |
| F Ford Motor Co. | Add +42.7% | 2.27% | +0.57 |
| T AT&T Inc. | Add +11.3% | 1.70% | +0.47 |
| BA The Boeing Co. | Add +14.4% | 2.14% | +0.22 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +1.0% | 1.83% | +0.21 |
| EXE Expand Energy Corp. | Add +5.5% | 2.01% | +0.21 |
| SCHQ Schwab Long-Term US Treasury | Add +4.7% | 1.91% | +0.18 |
| SCHI Schwab 5-10 Year Corporate B | Add +1.8% | 2.50% | +0.16 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +1.1% | 2.48% | +0.16 |
| SCHR Schwab Intermediate-Term US | Add +6.4% | 1.24% | +0.14 |
| NNN NNN REIT Inc. | Add +0.3% | 1.16% | +0.14 |
| SOFI Sofi Technologies Inc. | Add +64.3% | 2.36% | +0.14 |
| DOC Healthpeak Properties Inc. | Add +1.4% | 1.29% | +0.12 |
| ETHA iShares Ethereum Trust ETF | Add +36.1% | 1.30% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +16.8% | 0.75% | −0.03 |
| RKT Rocket Cos Inc. Class A | Add +3.2% | 2.31% | −0.55 |
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 |