MFG Investments, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
79 tracked positions · as of Sep 30, 2026Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 63.4% | $53,863,519 |
| Technology | 13.9% | $11,849,899 |
| Consumer Cyclical | 7.3% | $6,199,273 |
| Communication Services | 4.8% | $4,108,033 |
| Industrials | 2.9% | $2,428,296 |
| Healthcare | 2.4% | $2,019,032 |
| Financial Services | 2.1% | $1,752,470 |
| Basic Materials | 1.2% | $1,060,341 |
| Consumer Defensive | 1.2% | $1,016,556 |
| Energy | 0.6% | $472,463 |
| Utilities | 0.2% | $201,144 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
First | 305,352 | $10,971,297 | 12.91% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
First | 294,784 | $9,819,255 | 11.56% | |
| AAPL |
Apple Inc.
Technology
|
First | 10,752 | $3,580,631 | 4.21% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
First | 545 | $3,354,142 | 3.95% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
First | 27,648 | $3,256,104 | 3.83% | |
| BOND |
PIMCO Active Bond Exchange-Traded Fund
|
First | 32,356 | $2,814,648 | 3.31% | |
| NVDA |
Nvidia Corp
Technology
|
First | 12,322 | $2,814,098 | 3.31% | |
| FENI |
Fidelity Enhanced International ETF
|
First | 65,716 | $2,622,725 | 3.09% | |
| FTGC |
First Trust Global Tactical Commodity Strategy Fund
|
First | 84,463 | $2,583,723 | 3.04% | |
| WTV |
WisdomTree U.S. Value Fund
|
First | 21,219 | $2,173,674 | 2.56% | |
| TOTL |
State Street(R) DoubleLine(R) Total Return Tactical ETF
|
First | 55,406 | $2,073,292 | 2.44% | |
| FBND |
Fidelity Total Bond ETF
|
First | 42,805 | $1,853,456 | 2.18% | |
| GTO |
Invesco Total Return Bond ETF
|
First | 41,372 | $1,844,777 | 2.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 7,094 | $1,767,470 | 2.08% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,189 | $1,635,638 | 1.92% | |
| DEM |
WisdomTree Emerging Markets High Dividend Fund
|
First | 29,090 | $1,608,967 | 1.89% | |
| HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
|
First | 22,666 | $1,567,807 | 1.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 4,429 | $1,523,930 | 1.79% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 4,035 | $1,510,058 | 1.78% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
First | 11,181 | $1,339,819 | 1.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 1,589 | $1,175,494 | 1.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,565 | $1,134,906 | 1.34% | |
| SCHY |
Schwab International Dividend Equity ETF
|
First | 31,782 | $997,954 | 1.17% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 3,263 | $863,879 | 1.02% | |
| LIN |
Linde PLC
Basic Materials
|
First | 1,799 | $853,895 | 1.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 668 | $772,929 | 0.91% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,182 | $766,296 | 0.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 975 | $743,564 | 0.88% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
First | 2,050 | $692,551 | 0.82% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 767 | $690,576 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 1,917 | $634,201 | 0.75% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 13,623 | $624,887 | 0.74% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
First | 8,507 | $612,078 | 0.72% | |
| IVVM |
|
First | 15,311 | $578,296 | 0.68% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 941 | $575,666 | 0.68% | |
| INTC |
Intel Corp
Technology
|
First | 4,526 | $544,160 | 0.64% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 514 | $488,551 | 0.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,359 | $482,186 | 0.57% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 2,903 | $472,463 | 0.56% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,760 | $460,398 | 0.54% | |
| BA |
Boeing Co
Industrials
|
First | 2,361 | $439,264 | 0.52% | |
| MS |
Morgan Stanley
Financial Services
|
First | 2,274 | $427,693 | 0.50% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 1,242 | $423,199 | 0.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,594 | $421,995 | 0.50% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
First | 5,802 | $407,010 | 0.48% | |
| T |
At&T Inc.
Communication Services
|
First | 16,439 | $401,111 | 0.47% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 897 | $385,449 | 0.45% | |
| FJUL |
FT Vest U.S. Equity Buffer ETF - July
|
First | 6,077 | $371,973 | 0.44% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
First | 6,513 | $366,160 | 0.43% | |
| MUB |
iShares National Muni Bond ETF
|
First | 3,614 | $365,375 | 0.43% |
Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.