MFG WEALTH MANAGEMENT, INC.
•CIK: 2053046•Filing: Q4 2025
**MFG WEALTH MANAGEMENT, INC.** manages $128M across a diversified portfolio of 61 positions. The fund exhibits significant concentration in technology and sector-specific plays, with top holdings including AAPL and URTY, each representing $4.2M. Notable allocations also include substantial positions in RKT ($3.7M), XLU ($3.6M), and TQQQ ($3.6M). This structure suggests a tactical approach targeting high-growth technology names alongside sector rotation opportunities.
Total AUM
$128.3M
QoQ Performance
-3.1%
Positions
51
Top 10 Concentration
28.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.3%
URTY3.2%
RKT2.9%
XLU2.8%
TRVC2.8%
TQQQ2.8%
GOOG2.7%
NVDA2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.4%
Technology19.1%
Consumer6.2%
Industrial5.2%
Healthcare4.4%
Financial2.5%
Utilities2.2%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW12 new positions
↑23 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024