MGB Wealth Management, LLC
CIK
2015822
City
ADDISON
State / Country
TX
Top Portfolio Positions
123 positions ·
$228,094,867 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| APP |
AppLovin Corp
Communication Services
|
80,828 | $54,463,522 | 23.88% |
| QQQ |
Invesco Qqq Trust, Series 1
|
30,432 | $18,694,681 | 8.20% |
| MSFT |
Microsoft Corp
Technology
|
25,338 | $12,253,963 | 5.37% |
| SPY |
Spdr S&P 500 ETF Trust
|
17,310 | $11,804,035 | 5.18% |
| AVGO |
Broadcom Inc.
Technology
|
31,511 | $10,905,957 | 4.78% |
| NVDA |
Nvidia Corp
Technology
|
51,109 | $9,531,828 | 4.18% |
| AAPL |
Apple Inc.
Technology
|
28,373 | $7,713,483 | 3.38% |
| GLD |
Spdr Gold Trust
|
13,973 | $5,537,639 | 2.43% |
| WMT |
Walmart Inc.
Consumer Defensive
|
39,796 | $4,433,672 | 1.94% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,588 | $4,378,325 | 1.92% |
Portfolio Trend
Holdings in DFP
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $225,488 | 10,846 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,400 | 10,000 | Shares | Sole | 2025-11-12 | |
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