Institutional Manager · CIK 0002053046
MFG WEALTH MANAGEMENT, INC.
Indianapolis, IN · File #028-24666
Latest AUM
$128.3M
Positions
61
Top-10 Concentration
30.3%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 15,374 | $4.2M | 3.52% |
| 2 | PROSHARES TR | 74347X799 | 78,135 | $4.2M | 3.50% |
| 3 | ROCKET COS INC | 77311W101 | 188,970 | $3.7M | 3.08% |
| 4 | SELECT SECTOR SPDR TR | 81369Y886 | 83,609 | $3.6M | 3.00% |
| 5 | CITIGROUP INC | C-PR | 30,572 | $3.6M | 3.00% |
| 6 | PROSHARES TR | 74347X831 | 67,453 | $3.6M | 2.99% |
| 7 | ALPHABET INC | GOOG | 10,912 | $3.4M | 2.88% |
| 8 | NVIDIA CORPORATION | NVDA | 18,195 | $3.4M | 2.86% |
| 9 | AMAZON COM INC | AMZN | 14,432 | $3.3M | 2.80% |
| 10 | KEYCORP | 493267108 | 152,867 | $3.2M | 2.66% |
| 11 | ELI LILLY & CO | LLY | 2,811 | $3.0M | 2.54% |
| 12 | SCHWAB STRATEGIC TR | 808524698 | 130,346 | $3.0M | 2.52% |
| 13 | SCHWAB STRATEGIC TR | 808524714 | 119,573 | $3.0M | 2.51% |
| 14 | INTERNATIONAL BUSINESS MACHS | INTR | 9,836 | $2.9M | 2.45% |
| 15 | DOMINION ENERGY INC | D | 49,071 | $2.9M | 2.42% |
| 16 | SOFI TECHNOLOGIES INC | SOFI | 108,977 | $2.9M | 2.40% |
| 17 | PALO ALTO NETWORKS INC | PANW | 15,113 | $2.8M | 2.34% |
| 18 | BROADCOM INC | AVGO | 7,607 | $2.6M | 2.22% |
| 19 | MICROSOFT CORP | MSFT | 5,143 | $2.5M | 2.09% |
| 20 | BOEING CO | BA-PA | 11,328 | $2.5M | 2.07% |