StockDriftsStockDriftsTop 50 Mindset Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 48.2% | 1.19M | $270.9M | +0.18%(+2.08K) | $135.87(+59.77%) | 2026-09-30 | |
| AAPL | APPLE INC | 15.15% | 255.7K | $85.1M | -0.27%(-686) | $223.23(+53.62%) | 2026-09-30 | |
| UUUU | ENERGY FUELS INC | 2.01% | 1.03M | $11.3M | +0.00%(+0) | $15.73(-48.14%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.91% | 43.1K | $10.7M | +0.54%(+231) | $200.42(+30.95%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.64% | 12.7K | $9.2M | +0.05%(+6) | $560.26(+25.91%) | 2026-09-30 | |
| CME | CME GROUP INC | 1.47% | 31.5K | $8.3M | +0.00%(+0) | $209.51(+40.10%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.15% | 10.6K | $6.5M | -3.90%(-430) | $152.90(+251.90%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 0.94% | 15.4K | $5.3M | +1.42%(+216) | $184.73(+86.32%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 0.82% | 13.2K | $4.6M | +5.88%(+731) | $194.23(+72.27%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 0.75% | 3.9K | $4.2M | -12.16%(-545) | $193.81(+366.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +68.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.42% |
Mindset Wealth Management LLC reports $562.09M in US-listed equity holdings across 198 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (48.2%), AAPL (15.2%) and UUUU (2.0%). The top 20 holdings account for 79.73% of reported assets. Its disclosed equity book has returned +68.49% cumulatively over 8 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.
Sign up free to track Mindset Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mindset Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044232). View Mindset Wealth Management LLC’s 13F filings on SEC