Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MFG WEALTH MANAGEMENT, INC. (CIK 2053046) reported $120.6M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: URTY ($3.9M, 3.25%), XLU ($3.7M, 3.10%), SCYB ($3.6M, 3.01%), UPS ($3.1M, 2.56%), NVDA ($3.1M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | URTY | PROSHARES TR | $3.9M | 3.25% | 75,973 | Trimmed |
| 2 | XLU | SELECT SECTOR SPDR TR | $3.7M | 3.10% | 81,540 | Trimmed |
| 3 | SCYB | SCHWAB STRATEGIC TR | $3.6M | 3.01% | 139,458 | Added |
| 4 | UPS | UNITED PARCEL SVCS INC | $3.1M | 2.56% | 31,436 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $3.1M | 2.55% | 17,603 | Trimmed |
| 6 | SCHI | SCHWAB STRATEGIC TR | $3.0M | 2.50% | 132,684 | Added |
| 7 | SCHJ | SCHWAB STRATEGIC TR | $3.0M | 2.48% | 120,914 | Added |
| 8 | D | DOMINION ENERGY INC | $3.0M | 2.47% | 48,202 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $2.9M | 2.43% | 14,047 | Trimmed |
| 10 | SOFI | SOFI TECHNOLOGIES INC | $2.8M | 2.36% | 179,099 | Added |
| 11 | RKT | ROCKET COS INC | $2.8M | 2.31% | 195,091 | Added |
| 12 | F | FORD MTR CO | $2.7M | 2.27% | 237,044 | Added |
| 13 | BA | BOEING CO | $2.6M | 2.14% | 12,960 | Added |
| 14 | KEY | KEYCORP | $2.5M | 2.11% | 126,628 | Trimmed |
| 15 | AAPL | APPLE INC | $2.5M | 2.10% | 10,002 | Trimmed |
| 16 | SBUX | STARBUCKS CORP | $2.5M | 2.08% | 28,064 | Added |
| 17 | CHK | EXPAND ENERGY CORPORATION | $2.4M | 2.01% | 22,121 | Added |
| 18 | INTC | INTEL CORP | $2.3M | 1.94% | 52,995 | Added |
| 19 | SCHQ | SCHWAB STRATEGIC TR | $2.3M | 1.91% | 73,332 | Added |
| 20 | TGT | TARGET CORP | $2.3M | 1.88% | 18,709 | New |
| 21 | SCHD | SCHWAB STRATEGIC TR | $2.2M | 1.85% | 72,891 | Trimmed |
| 22 | SPYD | SPDR SERIES TRUST | $2.2M | 1.83% | 48,586 | Added |
| 23 | T | AT&T INC | $2.0M | 1.70% | 70,667 | Added |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $2.0M | 1.69% | 8,403 | Trimmed |
| 25 | GLW | CORNING INC | $2.0M | 1.67% | 14,823 | New |
Source: SEC Form 13F filings · as of 2026-03-31