§ 13F · FUND PROFILE
MFG WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132M (13F)Positions · 60Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | URTY | PROSHARES TR | 76K | $4M | 3.2% | −3% |
| 2 | XLU | SELECT SECTOR SPDR TR | 82K | $4M | 3.1% | −2% |
| 3 | SCYB | SCHWAB STRATEGIC TR | 139K | $4M | 3.0% | +56% |
| 4 | UPS | UNITED PARCEL SVCS INC | 31K | $3M | 2.6% | +45% |
| 5 | NVDA | NVIDIA CORPORATION | 18K | $3M | 2.5% | −3% |
| 6 | SCHI | SCHWAB STRATEGIC TR | 133K | $3M | 2.5% | +2% |
| 7 | SCHJ | SCHWAB STRATEGIC TR | 121K | $3M | 2.5% | +1% |
| 8 | D | DOMINION ENERGY INC | 48K | $3M | 2.5% | −2% |
| 9 | AMZN | AMAZON COM INC | 14K | $3M | 2.4% | −3% |
| 10 | SOFI | SOFI TECHNOLOGIES INC | 179K | $3M | 2.4% | +64% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFG SIGNAL
AC read
MFG WEALTH MANAGEMENT, INC. is a Other fund managing $132 million in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed