StockDriftsStockDriftsTop 50 Mgb Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 15.69% | 80.8K | $54.5M | -10.95%(-9.94K) | $53.75(+764.41%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 5.39% | 30.4K | $18.7M | +3.03%(+895) | $406.84(+56.67%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 3.53% | 25.3K | $12.3M | -0.64%(-163) | $348.19(+18.10%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.41% | 17.3K | $11.8M | +11.45%(+1.78K) | $508.48(+37.65%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 3.15% | 31.5K | $10.9M | -1.72%(-553) | $98.92(+301.05%) | 2025-12-31 | |
| XSD | SPDR SERIES TRUST | 2.93% | 31.6K | $10.2M | -0.01%(-3) | $214.65(+83.22%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.75% | 51.1K | $9.5M | -7.43%(-4.10K) | $50.21(+296.10%) | 2025-12-31 | |
| AAPL | APPLE INC | 2.22% | 28.4K | $7.7M | +0.66%(+187) | $187.30(+42.24%) | 2025-12-31 | |
| GLD | SPDR GOLD TR | 1.6% | 14.0K | $5.5M | +3.63%(+490) | $236.27(+86.42%) | 2025-12-31 | |
| WMT | WALMART INC | 1.28% | 39.8K | $4.4M | +2.72%(+1.05K) | $60.45(+106.38%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +189.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +75.74% |
Mgb Wealth Management, Llc reports $349.59M in US-listed equity holdings across 308 positions in its most recent 13F filing. Its largest disclosed positions are APP (15.7%), QQQ (5.4%) and MSFT (3.5%). The top 20 holdings account for 52.45% of reported assets. Its disclosed equity book has returned +189.01% cumulatively over 8 quarters. Figures reflect the Q4 2025 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 Mgb Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015822). View Mgb Wealth Management, Llc’s 13F filings on SEC