MFG WEALTH MANAGEMENT, INC.

CIK 0002053046 • 7 13F filings • Apr 24, 2025 – Oct 9, 2026

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Filer information

Filed by: MFG WEALTH MANAGEMENT, INC., President
Address: 6920 South East Street Ste E, Indianapolis, IN, 46227
Phone: 317-780-1006
AUM: $128.3M

AUM over time

$137.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $137.7M62 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$2.3M	1.7%Prev: 2.0%	6,761 SH	Decreased-4,304 SH
AMAZON COM INC	COM	$3.2M	2.3%Prev: 2.4%	12,978 SH	Increased-1,463 SH
APPLE INC	COM	$3.3M	2.4%Prev: 3.0%	9,921 SH	Decreased-5,840 SH
AT&T INC	COM	$2.9M	2.1%Prev: 1.3%	117,955 SH	Increased+56,085 SH
AXOGEN INC	COM	$1.1M	0.8%	26,765 SH	New
BANK OF AMER CORP	COM	$1.6M	1.1%	29,052 SH	New
BOEING CO	COM	$2.7M	1.9%Prev: 1.5%	14,400 SH	Increased+5,188 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.9M	1.4%	30,984 SH	New
BROADCOM INC	COM	$1.3M	0.9%Prev: 1.9%	3,647 SH	Decreased-4,010 SH
CARRIER GLOBAL CORPORATION	COM	$1.4M	1.0%Prev: 1.5%	25,835 SH	Decreased-6,567 SH
CORNING INC	COM	$2.9M	2.1%Prev: 1.6%	18,865 SH	Increased-6,803 SH
CSX CORP	COM	$2.2M	1.6%	48,237 SH	New
DELL TECHNOLOGIES INC	CL C	$2.8M	2.1%	5,264 SH	New
ELI LILLY & CO	COM	$3.6M	2.6%Prev: 1.7%	3,143 SH	Increased+123 SH
FIFTH THIRD BANCORP	COM	$2.5M	1.8%	50,326 SH	New
FORD MTR CO	COM	$1.5M	1.1%	124,456 SH	New
GE AEROSPACE	COM NEW	$2.2M	1.6%Prev: 1.6%	6,917 SH	Increased+62 SH
HEALTHPEAK PROPERTIES INC	COM	$1.9M	1.4%Prev: 1.3%	94,199 SH	Increased+1,618 SH
HEWLETT PACKARD ENTERPRISE C	COM	$1.2M	0.9%	18,628 SH	New
IMMUNITYBIO INC	COM	$1.7M	1.2%	175,497 SH	New
INTEL CORP	COM	$2.0M	1.4%	16,569 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$3.7M	2.7%	16,622 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.4M	1.1%Prev: 1.0%	30,576 SH	Increased+10,888 SH
ISHARES ETHEREUM TR	SHS	$2.3M	1.7%	116,135 SH	New
JPMORGAN CHASE & CO	COM	$1.6M	1.2%	4,903 SH	New
KEYCORP	COM	$2.1M	1.5%Prev: 2.2%	102,339 SH	Decreased-50,382 SH
KINDER MORGAN INC DEL	COM	$1.2M	0.9%Prev: 1.0%	38,909 SH	Decreased-8,706 SH
KINETIK HOLDINGS INC	COM NEW CL A	$1.1M	0.8%	22,434 SH	New
META PLATFORMS INC	CL A	$2.3M	1.7%Prev: 2.2%	3,239 SH	Decreased-750 SH
MICRON TECHNOLOGY INC	COM	$2.1M	1.5%	1,955 SH	New
MICROSOFT CORP	COM	$4.6M	3.3%Prev: 2.0%	8,925 SH	Increased+3,782 SH
NNN REIT INC	COM	$1.4M	1.1%Prev: 1.1%	35,220 SH	Increased+2,289 SH
NVIDIA CORPORATION	COM	$2.2M	1.6%Prev: 3.0%	9,481 SH	Decreased-12,089 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.7M	1.9%Prev: 2.2%	14,216 SH	Decreased-2,041 SH
PALO ALTO NETWORKS INC	COM	$2.2M	1.6%Prev: 1.7%	5,423 SH	Decreased-5,908 SH
PROSHARES TR	ULTR RUSSL2000	$3.8M	2.8%Prev: 3.2%	56,946 SH	Decreased-21,921 SH
QUANTA SVCS INC	COM	$1.8M	1.3%	2,725 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.3M	0.9%	11,368 SH	New
ROCKET COS INC	COM CL A	$2.9M	2.1%Prev: 2.2%	251,858 SH	Increased+103,869 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$3.0M	2.2%Prev: 2.3%	123,656 SH	Decreased+3,443 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$3.2M	2.3%Prev: 2.3%	147,829 SH	Increased+17,117 SH
SCHWAB STRATEGIC TR	HIGH YIEL BD ETF	$3.8M	2.7%	149,989 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.6M	1.1%Prev: 1.1%	65,606 SH	Increased+8,956 SH
SCHWAB STRATEGIC TR	LONG TERM US	$2.3M	1.7%Prev: 1.7%	80,002 SH	Decreased+9,488 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.0M	1.5%Prev: 1.5%	61,430 SH	Increased-11,338 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.5M	1.1%Prev: 1.3%	42,918 SH	Decreased-11,705 SH
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$3.7M	2.7%	94,462 SH	New
SENTINELONE INC	CL A	$1.3M	0.9%	53,439 SH	New
SERVICENOW INC	COM	$2.2M	1.6%	16,675 SH	New
SOFI TECHNOLOGIES INC	COM	$3.0M	2.2%Prev: 2.2%	190,476 SH	Increased+80,700 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$2.2M	1.6%	14,870 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$813K	0.6%	8,876 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.6M	1.2%	17,801 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$2.1M	1.5%	46,715 SH	New
STARBUCKS CORP	COM	$3.1M	2.3%	33,422 SH	New
STEEL DYNAMICS INC	COM	$1.9M	1.4%Prev: 1.2%	8,555 SH	Increased-2,759 SH
TARGET CORP	COM	$1.6M	1.2%	10,454 SH	New
TESLA INC	COM	$1.7M	1.2%Prev: 1.6%	4,830 SH	Decreased+113 SH
UNITED PARCEL SVCS INC	CL B	$3.0M	2.2%	32,600 SH	New
USA RARE EARTH INC	COM	$1.4M	1.0%	97,782 SH	New
VALERO ENERGY CORP	COM	$2.3M	1.7%	5,934 SH	New
WASTE MGMT INC DEL	COM	$1.4M	1.0%Prev: 1.4%	6,986 SH	Decreased-1,329 SH

Sold (vs prior filing)

ABBOTT LABS — $2.6M
ABBVIE INC — $1.5M
AES CORP — $1.4M
BANK AMERICA CORP — $1.4M
CITIGROUP INC — $3.4M
CORTEVA INC — $991K
DOMINION ENERGY INC — $3.0M
ENBRIDGE INC — $1.8M
EXPAND ENERGY CORPORATION — $1.8M
GENERAL DYNAMICS CORP — $1.9M
JPMORGAN CHASE & CO. — $1.6M
NETFLIX INC — $1.5M
NUSCALE PWR CORP — $2.6M
OCCIDENTAL PETE CORP — $1.4M
ORACLE CORP — $3.8M
PROSHARES TR — $3.5M
SCHWAB STRATEGIC TR — $2.4M
SCHWAB STRATEGIC TR — $1.3M
SEA LTD — $1.5M
SELECT SECTOR SPDR TR — $242K
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0002085853-26-000010	$128.3M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001123	$137.7M	View
Oct 9, 2025	Q3 2025