account_balance

Investment manager · 13F filer · SEC CIK 2044232

Mindset Wealth Management, LLC

Reported value$562Mas of Sep 30, 2026
Positions198 24 new, 17 sold out
Top 10 weight74.0%NVDA alone is 48%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 48.2% HeldAAPL Apple Inc. 15.1% HeldUUUU Energy Fuels Inc 2.0% HeldAMZN Amazon.com Inc 1.9% HeldMETA Meta Platforms, Inc. 1.6% HeldCME CME Group Inc. 1.5% HeldAMD Advanced Micro Devices Inc 1.2% Trimmed −4%GOOGL Alphabet Inc. 0.9% HeldAVGO Broadcom Inc. 0.8% Added +6%MU Micron Technology Inc 0.7% Trimmed −12%PEP PepsiCo Inc 0.7% Added +88%STX Seagate Technology Holdings PLC 0.7% Trimmed −15%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist