MFG WEALTH MANAGEMENT, INC.

CIK

2053046

Location

Indianapolis, IN

Portfolio Value

Small $103,780,657

Diversification

Diversified

Filing Date

Global Rank

#166 / 295 ▲ 5787

Top Industry

Software - Infrastructure 6.8%

3Y Alpha vs SPY

-4.5%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.8%

SPY

+24.0%

Annualised alpha

-4.2%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.1%

+0.6 pts

Top 5

18.0%

+1.0 pts

Top 10

33.6%

+1.5 pts

HHI

240

Diversified+1

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.0%	$25,946,182	10
Industrials	19.4%	$20,149,006	9
Financial Services	15.9%	$16,507,015	7
Consumer Cyclical	9.9%	$10,277,231	4
Healthcare	8.4%	$8,669,645	5
Energy	5.9%	$6,083,341	4
Communication Services	5.9%	$6,081,446	3
Basic Materials	3.7%	$3,884,360	2
Real Estate	3.5%	$3,656,271	2
Unclassified	2.4%	$2,526,160	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	+39,449	234,540	$3,694,005
QXO	QXO, Inc.	+35,374	89,728	$1,550,499
T	At&T Inc.	+33,847	104,514	$2,163,439
ETHA	iShares Ethereum Trust ETF	+23,509	122,214	$1,453,124
SOFI	SoFi Technologies, Inc.	+11,917	191,016	$3,424,916
FITB	Fifth Third Bancorp	+10,625	48,577	$2,738,285
IBIT	iShares Bitcoin Trust ETF	+8,776	32,233	$1,073,036
IBM	International Business Machines Corp	+6,779	15,182	$4,269,330
MSFT	Microsoft Corp	+5,594	8,600	$3,207,972
DOC	Healthpeak Properties, Inc.	+3,830	98,254	$2,102,635
BAC	Bank Of America Corp /De/	+1,925	29,231	$1,665,582
PLTR	Palantir Technologies Inc.	+1,586	14,857	$1,733,366
CSX	Csx Corp	+1,245	31,102	$1,478,278
LLY	ELI LILLY & Co	+935	3,013	$3,613,882
GE	General Electric Co	+541	7,218	$2,697,583
AMZN	Amazon Com Inc	+501	14,548	$3,467,370
BA	Boeing Co	+355	13,315	$2,882,298
TSLA	Tesla, Inc.	+145	4,625	$1,945,275
UPS	United Parcel Service Inc	+118	31,554	$3,392,055
NNN	Nnn REIT, Inc.	+71	33,390	$1,553,636
META	Meta Platforms, Inc.	+9	3,145	$1,771,547
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−93,277	143,767	$1,998,361
INTC	Intel Corp	−37,906	15,089	$2,106,877
KEY	Keycorp /New/	−26,006	100,622	$2,319,337
KMI	Kinder Morgan, Inc.	−9,128	37,710	$1,205,588
NVDA	Nvidia Corp	−8,203	9,400	$1,880,846
KNTK	Kinetik Holdings Inc.	−4,268	22,829	$1,103,553
DELL	Dell Technologies Inc.	−4,154	7,087	$3,057,757
USAR	USA Rare Earth, Inc.	−3,126	92,393	$1,993,840
AVGO	Broadcom Inc.	−2,422	3,286	$1,241,286
STLD	Steel Dynamics Inc	−2,374	8,239	$1,890,520
IBRX	ImmunityBio, Inc.	−1,465	173,885	$1,522,363
VLO	Valero Energy Corp/Tx	−1,136	6,804	$1,772,033
GLW	Corning Inc /Ny	−552	14,271	$3,645,241
EXE	EXPAND ENERGY Corp	−165	21,956	$2,002,167
BMY	Bristol Myers Squibb Co	−126	19,446	$1,120,478
PWR	Quanta Services, Inc.	−112	2,996	$2,157,239
AAPL	Apple Inc.	−85	9,917	$2,869,583
JPM	Jpmorgan Chase & Co	−19	4,802	$1,571,838
SBUX	Starbucks Corp	−16	28,048	$2,866,225
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CARR	CARRIER GLOBAL Corp	42,691	$3,131,384
ZG	Zillow Group, Inc.	68,424	$2,146,460
PANW	Palo Alto Networks Inc	5,671	$1,933,924
CMI	Cummins Inc	2,198	$1,567,635
WM	Waste Management Inc	5,797	$1,292,035
NEO	Neogenomics Inc	83,462	$1,217,710
AXGN	Axogen, Inc.	25,876	$1,195,212
HOOD	Robinhood Markets, Inc.	10,900	$1,093,052
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
D	Dominion Energy, Inc	48,202	$2,979,847
TGT	Target Corp	18,709	$2,267,530
DOW	Dow Inc.	32,311	$1,345,753
LYB	LyondellBasell Industries N.V.	16,355	$1,317,558
CTRE	CareTrust REIT, Inc.	35,084	$1,285,828
NOW	ServiceNow, Inc.	11,945	$1,248,849
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $103,780,657 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	Added	15,182	+6,779	$4,269,330	+109.6%	4.11%
RKT	Rocket Companies, Inc. Financial Services	Added	234,540	+39,449	$3,694,005	+32.9%	3.56%
GLW	Corning Inc /Ny Technology	Reduced	14,271	-552	$3,645,241	+80.9%	3.51%
LLY	ELI LILLY & Co Healthcare	Added	3,013	+935	$3,613,882	+89.1%	3.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,548	+501	$3,467,370	+18.5%	3.34%
SOFI	SoFi Technologies, Inc. Financial Services	Added	191,016	+11,917	$3,424,916	+20.4%	3.30%
UPS	United Parcel Service Inc Industrials	Added	31,554	+118	$3,392,055	+9.7%	3.27%
MSFT	Microsoft Corp Technology	Added	8,600	+5,594	$3,207,972	+188.3%	3.09%
CARR	CARRIER GLOBAL Corp Industrials	NEW	42,691	NEW	$3,131,384	NEW	3.02%
DELL	Dell Technologies Inc. Technology	Reduced	7,087	-4,154	$3,057,757	+65.7%	2.95%
BA	Boeing Co Industrials	Added	13,315	+355	$2,882,298	+11.7%	2.78%
AAPL	Apple Inc. Technology	Reduced	9,917	-85	$2,869,583	+13.0%	2.77%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	28,048	-16	$2,866,225	+14.0%	2.76%
FITB	Fifth Third Bancorp Financial Services	Added	48,577	+10,625	$2,738,285	+55.3%	2.64%
GE	General Electric Co Industrials	Added	7,218	+541	$2,697,583	+42.4%	2.60%
KEY	Keycorp /New/ Financial Services	Reduced	100,622	-26,006	$2,319,337	−8.6%	2.23%
T	At&T Inc. Communication Services	Added	104,514	+33,847	$2,163,439	+5.6%	2.08%
PWR	Quanta Services, Inc. Industrials	Reduced	2,996	-112	$2,157,239	+26.4%	2.08%
ZG	Zillow Group, Inc. Communication Services	NEW	68,424	NEW	$2,146,460	NEW	2.07%
INTC	Intel Corp Technology	Reduced	15,089	-37,906	$2,106,877	−9.9%	2.03%
DOC	Healthpeak Properties, Inc. Real Estate	Added	98,254	+3,830	$2,102,635	+35.5%	2.03%
EXE	EXPAND ENERGY Corp Energy	Reduced	21,956	-165	$2,002,167	−17.6%	1.93%
F	Ford Motor Co Consumer Cyclical	Reduced	143,767	-93,277	$1,998,361	−26.9%	1.93%
USAR	USA Rare Earth, Inc. Basic Materials	Reduced	92,393	-3,126	$1,993,840	+37.9%	1.92%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,625	+145	$1,945,275	+16.8%	1.87%
PANW	Palo Alto Networks Inc Technology	NEW	5,671	NEW	$1,933,924	NEW	1.86%
STLD	Steel Dynamics Inc Basic Materials	Reduced	8,239	-2,374	$1,890,520	−1.0%	1.82%
NVDA	Nvidia Corp Technology	Reduced	9,400	-8,203	$1,880,846	−38.7%	1.81%
VLO	Valero Energy Corp/Tx Energy	Reduced	6,804	-1,136	$1,772,033	−9.7%	1.71%
META	Meta Platforms, Inc. Communication Services	Added	3,145	+9	$1,771,547	−1.3%	1.71%
PLTR	Palantir Technologies Inc. Technology	Added	14,857	+1,586	$1,733,366	−10.7%	1.67%
BAC	Bank Of America Corp /De/ Financial Services	Added	29,231	+1,925	$1,665,582	+25.1%	1.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,802	-19	$1,571,838	+10.8%	1.51%
CMI	Cummins Inc Industrials	NEW	2,198	NEW	$1,567,635	NEW	1.51%
NNN	Nnn REIT, Inc. Real Estate	Added	33,390	+71	$1,553,636	+10.9%	1.50%
QXO	QXO, Inc. Industrials	Added	89,728	+35,374	$1,550,499	+46.9%	1.49%
IBRX	ImmunityBio, Inc. Healthcare	Reduced	173,885	-1,465	$1,522,363	+13.2%	1.47%
CSX	Csx Corp Industrials	Added	31,102	+1,245	$1,478,278	+20.6%	1.42%
ETHA	iShares Ethereum Trust ETF	Added	122,214	+23,509	$1,453,124	−7.0%	1.40%
WM	Waste Management Inc Industrials	NEW	5,797	NEW	$1,292,035	NEW	1.24%
AVGO	Broadcom Inc. Technology	Reduced	3,286	-2,422	$1,241,286	−29.7%	1.20%
NEO	Neogenomics Inc Healthcare	NEW	83,462	NEW	$1,217,710	NEW	1.17%
KMI	Kinder Morgan, Inc. Energy	Reduced	37,710	-9,128	$1,205,588	−23.2%	1.16%
AXGN	Axogen, Inc. Healthcare	NEW	25,876	NEW	$1,195,212	NEW	1.15%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	19,446	-126	$1,120,478	−5.6%	1.08%
KNTK	Kinetik Holdings Inc. Energy	Reduced	22,829	-4,268	$1,103,553	−15.9%	1.06%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	10,900	NEW	$1,093,052	NEW	1.05%
IBIT	iShares Bitcoin Trust ETF	Added	32,233	+8,776	$1,073,036	+19.1%	1.03%