account_balance
Investment manager · 13F filer · SEC CIK 2053046
MFG Wealth Management, Inc.
Reported value$138Mas of Sep 30, 2026
Positions62 6 new, 7 sold out
Top 10 weight26.2%MSFT alone is 3%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
3.3%Added +4%
URTYProshares Tr
2.8%
SCYBSchwab Strategic Tr
2.7%
XLUSelect Sector SPDR Tr
2.7%Added +11%
IBMInternational Business Machines Corp
2.7%Added +9%
LLYELI Lilly & Co
2.6%Added +4%
AAPLApple Inc.
2.4%
AMZNAmazon.com Inc
2.3%Trimmed −11%
SCHISchwab Strategic Tr
2.3%Added +7%
SBUXStarbucks Corp
2.3%Added +19%
UPSUnited Parcel Service Inc
2.2%Added +3%
SOFISoFi Technologies, Inc.
2.2%
MSFTMicrosoft Corp
3.3%+4%
URTYProshares Tr
2.8%
SCYBSchwab Strategic Tr
2.7%
XLUSelect Sector SPDR Tr
2.7%+11%
IBMInternational Business Machines Corp
2.7%+9%
LLYELI Lilly & Co
2.6%+4%
AAPLApple Inc.
2.4%
AMZNAmazon.com Inc
2.3%
SCHISchwab Strategic Tr
2.3%
SBUXStarbucks Corp
2.3%
UPSUnited Parcel Service Inc
2.2%
SOFISoFi Technologies, Inc.
2.2%
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
MSFT Microsoft Corp 3.3% Added +4%
URTY Proshares Tr 2.8% Held
SCYB Schwab Strategic Tr 2.7% Held
XLU Select Sector SPDR Tr 2.7% Added +11%
IBM International Business Machines Corp 2.7% Added +9%LLY ELI Lilly & Co 2.6% Added +4%AAPL Apple Inc. 2.4% HeldAMZN Amazon.com Inc 2.3% Trimmed −11%SCHI Schwab Strategic Tr 2.3% Added +7%
SBUX Starbucks Corp 2.3% Added +19%UPS United Parcel Service Inc 2.2% Added +3%SOFI SoFi Technologies, Inc. 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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