Holdings of MFG WEALTH MANAGEMENT, INC.
58 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 27.3 % of the equity sleeve
Sector breakdown
- Technology 17.5 %
- Consumer discretionary 10.7 %
- Industrials 9.2 %
- Financials 6.2 %
- Energy 5.2 %
- Communication 4.3 %
- Materials 2.9 %
- Health care 2.7 %
- Utilities 2.6 %
- Unattributed 38.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 58 | 113.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | State Street Utilities Select Sector SPDR ETF | 81,540 | 3.7M $ | |
| 2 | Schwab High Yield Bond ETF | 139,458 | 3.6M $ | |
| 3 | United Parcel Service Inc | 31,436 | 3.1M $ | |
| 4 | NVIDIA Corp | 17,603 | 3.1M $ | |
| 5 | Schwab 5-10 Year Corporate Bond ETF | 132,684 | 3M $ | |
| 6 | Schwab 1-5 Year Corporate Bond ETF | 120,914 | 3M $ | |
| 7 | Dominion Energy Inc | 48,202 | 3M $ | |
| 8 | Amazon.com Inc | 14,047 | 2.9M $ | |
| 9 | SoFi Technologies Inc | 179,099 | 2.8M $ | |
| 10 | Rocket Cos Inc | 195,091 | 2.8M $ | |
| 11 | Ford Motor Co | 237,044 | 2.7M $ | |
| 12 | Boeing Co/The | 12,960 | 2.6M $ | |
| 13 | KeyCorp | 126,628 | 2.5M $ | |
| 14 | Apple Inc | 10,002 | 2.5M $ | |
| 15 | Starbucks Corp | 28,064 | 2.5M $ | |
| 16 | Expand Energy Corp | 22,121 | 2.4M $ | |
| 17 | Intel Corp | 52,995 | 2.3M $ | |
| 18 | Schwab Long-Term U.S. Treasury ETF | 73,332 | 2.3M $ | |
| 19 | Target Corp | 18,709 | 2.3M $ | |
| 20 | Schwab US Dividend Equity ETF | 72,891 | 2.2M $ | |
| 21 | State Street SPDR Portfolio S& | 48,586 | 2.2M $ | |
| 22 | AT&T Inc | 70,667 | 2M $ | |
| 23 | International Business Machines Corp. | 8,403 | 2M $ | |
| 24 | Corning Inc | 14,823 | 2M $ | |
| 25 | Valero Energy Corp | 7,940 | 2M $ | |
| 26 | Palantir Technologies Inc | 13,271 | 1.9M $ | |
| 27 | Eli Lilly & Co | 2,078 | 1.9M $ | |
| 28 | Steel Dynamics Inc | 10,613 | 1.9M $ | |
| 29 | General Electric Co | 6,677 | 1.9M $ | |
| 30 | Dell Technologies Inc | 11,241 | 1.8M $ | |
| 31 | SPDR Series Trust | 23,678 | 1.8M $ | |
| 32 | Meta Platforms Inc | 3,136 | 1.8M $ | |
| 33 | Broadcom Inc | 5,708 | 1.8M $ | |
| 34 | Fifth Third Bancorp | 37,952 | 1.8M $ | |
| 35 | Quanta Services Inc | 3,108 | 1.7M $ | |
| 36 | Tesla Inc | 4,480 | 1.7M $ | |
| 37 | Kinder Morgan, Inc. | 46,838 | 1.6M $ | |
| 38 | iShares Ethereum Trust ETF | 98,705 | 1.6M $ | |
| 39 | Healthpeak Properties Inc | 94,424 | 1.6M $ | |
| 40 | Schwab Intermediate-Term U.S. Treasury ETF | 60,241 | 1.5M $ | |
| 41 | USA Rare Earth Inc | 95,519 | 1.4M $ | |
| 42 | JPMorgan Chase & Co | 4,821 | 1.4M $ | |
| 43 | Schwab Strategic Trust | 48,213 | 1.4M $ | |
| 44 | NNN REIT Inc | 33,319 | 1.4M $ | |
| 45 | Dow Inc | 32,311 | 1.3M $ | |
| 46 | ImmunityBio Inc | 175,350 | 1.3M $ | |
| 47 | Bank of America Corp | 27,306 | 1.3M $ | |
| 48 | Kinetik Holdings Inc | 27,097 | 1.3M $ | |
| 49 | CareTrust REIT Inc | 35,084 | 1.3M $ | |
| 50 | ServiceNow Inc | 11,945 | 1.2M $ | |
| 51 | CSX Corp | 29,857 | 1.2M $ | |
| 52 | Bristol-Myers Squibb Co | 19,572 | 1.2M $ | |
| 53 | Microsoft Corp | 3,006 | 1.1M $ | |
| 54 | iShares MSCI Emerging Markets ETF | 19,545 | 1.1M $ | |
| 55 | QXO Inc | 54,354 | 1.1M $ | |
| 56 | Alphabet Inc | 3,548 | 1M $ | |
| 57 | iShares Bitcoin Trust ETF | 23,457 | 901.2K $ | |
| 58 | SPDR Series Trust | 5,442 | 498.7K $ | |