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.
MGO Private Wealth, LLC (CIK 1952532) reported $18.6M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($5.0M, 27.11%), BND ($1.9M, 10.30%), AGG ($1.4M, 7.55%), VGK ($1.3M, 7.03%), VPL ($1.0M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $5.0M | 27.11% | 8,444 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $1.9M | 10.30% | 26,034 | Trimmed |
| 3 | AGG | ISHARES TR | $1.4M | 7.55% | 14,152 | Trimmed |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $1.3M | 7.03% | 15,879 | Trimmed |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | $1.0M | 5.62% | 10,713 | Trimmed |
| 6 | XLE | SELECT SECTOR SPDR TR | $767,548 | 4.12% | 12,529 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $642,295 | 3.45% | 11,883 | Trimmed |
| 8 | AAPL | APPLE INC | $551,844 | 2.96% | 2,174 | Trimmed |
| 9 | VWOB | VANGUARD WHITEHALL FDS | $534,191 | 2.87% | 8,132 | Trimmed |
| 10 | IEF | ISHARES TR | $487,698 | 2.62% | 5,110 | Trimmed |
| 11 | TIP | ISHARES TR | $470,989 | 2.53% | 4,268 | Trimmed |
| 12 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $464,284 | 2.49% | 22,004 | New |
| 13 | MLPX | GLOBAL X FDS | $441,290 | 2.37% | 5,968 | Trimmed |
| 14 | IEMG | ISHARES INC | $402,109 | 2.16% | 5,765 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $376,742 | 2.02% | 579 | Trimmed |
| 16 | EUSA | ISHARES INC | $357,314 | 1.92% | 3,511 | Trimmed |
| 17 | BXSL | BLACKSTONE SECD LENDING FD | $343,979 | 1.85% | 14,520 | Trimmed |
| 18 | VO | VANGUARD INDEX FDS | $336,575 | 1.81% | 1,172 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $261,600 | 1.41% | 1,500 | New |
| 20 | EWC | ISHARES INC | $258,707 | 1.39% | 4,722 | Trimmed |
| 21 | LTPZ | PIMCO ETF TR | $255,405 | 1.37% | 5,005 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $245,879 | 1.32% | 426 | Trimmed |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $243,679 | 1.31% | 4,092 | Trimmed |
| 24 | BSV | VANGUARD BD INDEX FDS | $234,211 | 1.26% | 2,987 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $214,512 | 1.15% | 1,230 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31