Data as of Q4 2025 (Dec 31, 2025)

MGO Private Wealth, LLC

•CIK: 1952532•Filing: Q4 2025

MGO Private Wealth, LLC manages $162M across a diversified portfolio of 67 positions. The strategy exhibits a significant allocation to broad market indices, highlighted by the top holding in VOO at $37.2M. Core fixed income exposure is maintained through BND ($12.8M) and AGG ($9.5M). Notable diversification is further evidenced by substantial positions in sector-specific ETFs such as VGK ($7.9M) and VPL ($7.3M).

Total AUM
$161.5M
QoQ Performance
-3.2%
Positions
43
Top 10 Concentration
64.3%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
BND
AGG
VOO23.0%
BND7.9%
AGG5.9%
VGK4.9%
VPL4.5%
SPY4.0%
IEF3.9%
VWO3.6%

📈 Biggest Buys

TIP
ISHARES TR
NEW
1.6% of portfolio
XLE
SELECT SECTOR SPDR TR
+86.7%
1.2% of portfolio
VNQ
VANGUARD INDEX FDS
+61.3%
1.0% of portfolio
NFLX
NETFLIX INC
+900.0%
0.2% of portfolio
GOOG
ALPHABET INC
NEW
0.2% of portfolio

📉 Biggest Sells

VOO
VANGUARD INDEX FDS
-4.9%
23.0% of portfolio
TLH
ISHARES TR
-66.6%
0.4% of portfolio
URA
GLOBAL X FDS
-68.5%
0.4% of portfolio
SPY
SPDR S&P 500 ETF TR
-9.6%
4.0% of portfolio
BXSL
BLACKSTONE SECD LENDING FD
-14.5%
1.8% of portfolio

Sector Breakdown

Other61.7%
ETF27.1%
Technology7.0%
Consumer2.8%
Financial0.9%
Communication0.4%
Healthcare0.1%

🚪 Exited Positionssold since Q3 2025

VCIT
VANGUARD SCOTTSDALE FDS
SOLD
$1.5M
BUG
GLOBAL X FDS
SOLD
$206.5K

Changes from Q3 2025

NEW2 new positions
↑8 increased
↓44 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO23.0%
VANGUARD INDEX FDS
$37.2M
BND7.9%
VANGUARD BD INDEX FDS
$12.8M
AGG5.9%
ISHARES TR
$9.5M
VGK4.9%
VANGUARD INTL EQUITY INDEX F
$7.9M
VPL4.5%
VANGUARD INTL EQUITY INDEX F
$7.3M

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