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.
MINDSET WEALTH MANAGEMENT, LLC (CIK 2044232) reported $372.5M across 176 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($165.0M, 44.29%), AAPL ($55.9M, 15.01%), CME ($9.2M, 2.46%), AMZN ($7.3M, 1.96%), UUUU ($5.5M, 1.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $165.0M | 44.29% | 945,983 | Added |
| 2 | AAPL | APPLE INC | $55.9M | 15.01% | 220,358 | Added |
| 3 | CME | CME GROUP INC | $9.2M | 2.46% | 31,000 | Hold |
| 4 | AMZN | AMAZON COM INC | $7.3M | 1.96% | 35,005 | Added |
| 5 | UUUU | ENERGY FUELS INC | $5.5M | 1.47% | 300,200 | Added |
| 6 | GOOGL | ALPHABET INC | $4.1M | 1.11% | 14,342 | Trimmed |
| 7 | AVGO | BROADCOM INC | $3.5M | 0.95% | 11,423 | Trimmed |
| 8 | YUM | YUM BRANDS INC | $3.1M | 0.84% | 20,060 | Hold |
| 9 | META | META PLATFORMS INC | $3.1M | 0.83% | 5,403 | Added |
| 10 | XOM | EXXON MOBIL CORP | $3.1M | 0.82% | 17,981 | Added |
| 11 | GLW | CORNING INC | $3.0M | 0.79% | 21,726 | Trimmed |
| 12 | AXP | AMERICAN EXPRESS CO | $2.8M | 0.75% | 9,218 | Added |
| 13 | PEP | PEPSICO INC | $2.6M | 0.69% | 16,575 | New |
| 14 | QQQ | INVESCO QQQ TR | $2.3M | 0.63% | 4,049 | Added |
| 15 | MRK | MERCK & CO INC | $2.3M | 0.62% | 19,097 | Added |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.61% | 11,215 | Added |
| 17 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.0M | 0.53% | 4,994 | Trimmed |
| 18 | V | VISA INC | $2.0M | 0.52% | 6,470 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $1.9M | 0.51% | 5,109 | Added |
| 20 | TSLA | TESLA INC | $1.9M | 0.51% | 5,131 | Added |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 0.50% | 12,686 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.9M | 0.50% | 6,452 | Trimmed |
| 23 | OKE | ONEOK INC NEW | $1.7M | 0.47% | 19,260 | Added |
| 24 | TFC | TRUIST FINL CORP | $1.7M | 0.45% | 36,311 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.45% | 3,529 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31