StockDriftsStockDriftsTop 50 Mfg Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.32% | 8.9K | $4.6M | +3.78%(+325) | $388.92(+37.18%) | 2026-09-30 | |
| URTY | PROSHARES TR | 2.77% | 56.9K | $3.8M | +0.33%(+185) | $45.79(+34.82%) | 2026-09-30 | |
| SCYB | SCHWAB STRATEGIC TR | 2.75% | 150.0K | $3.8M | -0.14%(-208) | $26.45(-5.24%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 2.71% | 94.5K | $3.7M | +10.62%(+9.07K) | $39.70(+4.19%) | 2026-09-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.65% | 16.6K | $3.7M | +9.48%(+1.44K) | $238.88(-1.04%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.64% | 3.1K | $3.6M | +4.31%(+130) | $895.44(+38.52%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.4% | 9.9K | $3.3M | +0.04%(+4) | $231.52(+48.13%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.35% | 13.0K | $3.2M | -10.79%(-1.57K) | $203.58(+28.92%) | 2026-09-30 | |
| SCHI | SCHWAB STRATEGIC TR | 2.3% | 147.8K | $3.2M | +6.69%(+9.27K) | $22.85(-5.69%) | 2026-09-30 | |
| SBUX | STARBUCKS CORP | 2.28% | 33.4K | $3.1M | +19.16%(+5.37K) | $87.65(+11.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.89% |
Mfg Wealth Management INC reports $137.71M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.3%), URTY (2.8%) and SCYB (2.8%). The top 20 holdings account for 46.81% of reported assets. Its disclosed equity book has returned +18.32% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mfg Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053046). View Mfg Wealth Management INC’s 13F filings on SEC