MINDSET WEALTH MANAGEMENT, LLC
CIK
2044232
City
INDIANAPOLIS
State / Country
IN
Top Portfolio Positions
161 positions ·
$364,034,070 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
945,983 | $164,979,435 | 45.32% |
| AAPL |
Apple Inc.
Technology
|
220,358 | $55,924,656 | 15.36% |
| CME |
Cme Group Inc.
Financial Services
|
31,000 | $9,155,850 | 2.52% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,005 | $7,290,491 | 2.00% |
| UUUU |
Energy Fuels Inc
Energy
|
300,200 | $5,478,650 | 1.50% |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,342 | $4,124,185 | 1.13% |
| AVGO |
Broadcom Inc.
Technology
|
11,423 | $3,535,532 | 0.97% |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
20,060 | $3,118,928 | 0.86% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,403 | $3,091,218 | 0.85% |
| XOM |
Exxon Mobil Corp
Energy
|
17,981 | $3,050,656 | 0.84% |
Portfolio Trend
Holdings in PTY
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $624,527 | 51,785 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $345,526 | 26,785 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $747,775 | 51,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $720,329 | 51,785 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $748,811 | 51,785 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $744,150 | 51,785 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $745,186 | 51,785 | Shares | Sole | 2024-11-13 | |
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