StockDriftsStockDriftsTop 50 Mgo One Seven LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.23% | 977.0K | $195.5M | +7.55%(+68.58K) | $67.28(+236.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.93% | 612.0K | $177.1M | +5.61%(+32.52K) | $181.59(+68.17%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.74% | 241.2K | $165.7M | +21.98%(+43.46K) | $578.74(+23.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.54% | 250.0K | $93.3M | +12.58%(+27.94K) | $350.13(+38.83%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.49% | 238.8K | $90.2M | +21.51%(+42.27K) | $233.06(+68.95%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.21% | 307.8K | $73.4M | +15.65%(+41.65K) | $168.61(+55.71%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.16% | 197.0K | $70.4M | +1.41%(+2.74K) | $180.51(+90.96%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.11% | 204.4K | $66.9M | +23.34%(+38.68K) | $227.66(+60.20%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.01% | 899.0K | $61.1M | +2.41%(+21.13K) | $55.85(+25.63%) | 2026-06-30 | |
| IVW | ISHARES TR | 1% | 438.6K | $60.3M | +1.01%(+4.39K) | $114.52(+23.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.54% | +75.16% | +12.52% | +80.40% |
| Top 20 Holdings Unweighted | +15.57% | +54.36% | +8.65% | +51.40% |
Mgo One Seven LLC reports $6.06B in US-listed equity holdings across 1,537 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.2%), AAPL (2.9%) and VOO (2.7%). The top 20 holdings account for 25.52% of reported assets. Its disclosed equity book has returned +75.16% on a three-year cumulative basis. Figures reflect the Q2 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 Mgo One Seven LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731444). View Mgo One Seven LLC’s 13F filings on SEC