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Mfg Wealth Management, Inc.

Portfolio Manager
Mfg Wealth Management, Inc.
Performance
-9.82% (2026 Q1)
AUM (13F)
$120.59M
# of Holdings
61
Performance Rank
Allocation (Top 20)
47.46%

Mfg Wealth Management, Inc. Holdings Map

Top 50 Mfg Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
URTY
PROSHARES TR
3.25%76.0K$3.9M
-2.77%(-2.16K)
2025-Q1: 71.9K shares2025-Q2: 104.6K shares2025-Q3: 78.9K shares2025-Q4: 78.1K shares2026-Q1: 76.0K shares
$45.97(+84.47%)
2026-03-31
XLU
SELECT SECTOR SPDR TR
3.1%81.5K$3.7M
-2.47%(-2.07K)
2025-Q1: 41.6K shares2025-Q2: 42.2K shares2025-Q3: 42.1K shares2025-Q4: 83.6K shares2026-Q1: 81.5K shares
$39.12(+16.98%)
2026-03-31
SCYB
SCHWAB STRATEGIC TR
3.01%139.5K$3.6M
+55.63%(+49.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 89.7K shares2025-Q4: 89.6K shares2026-Q1: 139.5K shares
$26.48(-1.52%)
2026-03-31
UPS
UNITED PARCEL SVCS INC
2.56%31.4K$3.1M
+45.12%(+9.77K)
2025-Q1: 14.7K shares2025-Q2: 16.8K shares2025-Q3: 13.2K shares2025-Q4: 21.7K shares2026-Q1: 31.4K shares
$104.20(+6.20%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.55%17.6K$3.1M
-3.25%(-592)
2025-Q1: 30.5K shares2025-Q2: 28.8K shares2025-Q3: 21.6K shares2025-Q4: 18.2K shares2026-Q1: 17.6K shares
$127.67(+52.60%)
2026-03-31
SCHI
SCHWAB STRATEGIC TR
2.5%132.7K$3.0M
+1.79%(+2.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 130.7K shares2025-Q4: 130.3K shares2026-Q1: 132.7K shares
$22.92(-1.59%)
2026-03-31
SCHJ
SCHWAB STRATEGIC TR
2.48%120.9K$3.0M
+1.12%(+1.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 120.2K shares2025-Q4: 119.6K shares2026-Q1: 120.9K shares
$24.88(-1.11%)
2026-03-31
D
DOMINION ENERGY INC
2.47%48.2K$3.0M
-1.77%(-869)
2025-Q1: 48.9K shares2025-Q2: 49.0K shares2025-Q3: 49.1K shares2025-Q4: 49.1K shares2026-Q1: 48.2K shares
$55.51(+25.66%)
2026-03-31
AMZN
AMAZON COM INC
2.43%14.0K$2.9M
-2.67%(-385)
2025-Q1: 14.1K shares2025-Q2: 14.4K shares2025-Q3: 14.4K shares2025-Q4: 14.4K shares2026-Q1: 14.0K shares
$203.00(+19.54%)
2026-03-31
SOFI
SOFI TECHNOLOGIES INC
2.36%179.1K$2.8M
+64.35%(+70.12K)
2025-Q1: 156.3K shares2025-Q2: 161.8K shares2025-Q3: 109.8K shares2025-Q4: 109.0K shares2026-Q1: 179.1K shares
$15.62(+16.76%)
2026-03-31

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