§ 13F · FUND PROFILE
MFG WEALTH MANAGEMENT, INC..
AUM · $140M (13F)Positions · 63Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | URTY | PROSHARES TR | 57K | $5M | 3.5% | −25% |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | 15K | $4M | 3.1% | +81% |
| 3 | SCYB | SCHWAB STRATEGIC TR | 150K | $4M | 2.8% | +8% |
| 4 | XLU | SELECT SECTOR SPDR TR | 85K | $4M | 2.8% | +5% |
| 5 | RKT | ROCKET COS INC | 235K | $4M | 2.6% | +20% |
| 6 | GLW | CORNING INC | 14K | $4M | 2.6% | −4% |
| 7 | LLY | ELI LILLY & CO | 3K | $4M | 2.6% | +45% |
| 8 | AMZN | AMAZON COM INC | 15K | $3M | 2.5% | +4% |
| 9 | SOFI | SOFI TECHNOLOGIES INC | 191K | $3M | 2.4% | +7% |
| 10 | UPS | UNITED PARCEL SVCS INC | 32K | $3M | 2.4% | ±0% |
§ 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 $140 million in assets. The fund runs a portfolio of 63 positions.
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