§ 13F · FUND PROFILE
MGO Private Wealth, LLC.
AUM · $167M (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 8K | $6M | 28.0% | −3% |
| 2 | BND | VANGUARD BD INDEX FDS | 29K | $2M | 10.0% | +10% |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | 15K | $1M | 6.9% | −3% |
| 4 | AGG | ISHARES TR | 14K | $1M | 6.6% | ±0% |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | 10K | $1M | 5.7% | −3% |
| 6 | XLE | SELECT SECTOR SPDR TR | 12K | $743K | 3.6% | −1% |
| 7 | TIP | ISHARES TR | 7K | $698K | 3.4% | +53% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 11K | $664K | 3.2% | −7% |
| 9 | AAPL | APPLE INC | 2K | $470K | 2.3% | −30% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 605 | $468K | 2.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MGO SIGNAL
AC read
MGO Private Wealth, LLC is a Other fund managing $167 million in assets. The fund runs a portfolio of 67 positions.
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