MINDSET WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20442322026Q2
| Positions | 191 |
|---|
| Reported value | $519.1m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 191 (+15 vs prior quarter) |
|---|
| Reported value | $519.1m (+39.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,184,129 | $236.9m | 45.6% |
| AAPL APPLE INC | 256,358 | $74.2m | 14.3% |
| UUUU ENERGY FUELS INC | 1,025,050 | $14.9m | 2.9% |
| AMZN AMAZON COM INC | 42,830 | $10.2m | 2.0% |
| META META PLATFORMS INC | 12,714 | $7.2m | 1.4% |
| CME CME GROUP INC | 31,500 | $7.0m | 1.3% |
| AMD ADVANCED MICRO DEVICES INC | 11,030 | $6.4m | 1.2% |
| GLW CORNING INC | 22,107 | $5.6m | 1.1% |
| GOOGL ALPHABET INC | 15,172 | $5.4m | 1.0% |
| MU MICRON TECHNOLOGY INC | 4,482 | $5.2m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044232")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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