MFG Wealth Management, Inc. holds a diversified book of 63 reported positions worth $139.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Carrier Global Corp and trimmed Proshares Ultrapro Russ2000. Their largest long position is Proshares Ultrapro Russ2000 at 4% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
MFG Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +31.9%, a 7.8-point gap that is the cost of the ~8-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning MFG Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
+4 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as MFG Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 8 / 63 | $232.1M |
| Hoey Investments, Inc | 34 / 63 | $611.7M |
| Tsai Capital Corp | 8 / 63 | $100.0M |
| Sloy Dahl & Holst, LLC | 16 / 63 | $586.3M |
| Skandinaviska Enskilda Banken AB (publ) | 13 / 63 | $1.8B |
| Newlands Management Operations LLC | 7 / 63 | $11.5B |
| Draper Asset Management, LLC | 8 / 63 | $137.1M |
| Independent Investors Inc | 13 / 63 | $359.9M |
Ranked by the share of each fund's own book sitting in the names it shares with MFG Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Proshares TR ULTR RUSSL2000 | $5.0M | 56.8K | 3.5% | ▼−25% Reduced · −19K sh | |
| 2 | International Business Machs COM | $4.3M | 15.2K | 3.1% | ▲+81% Added · +7K sh | |
| 3 | Schwab Strategic TR HIGH YIEL BD ETF | $3.9M | 150.2K | 2.8% | ▲+7.7% Added · +11K sh | |
| 4 | Select Sector SPDR TR ST STR UTIL ETF | $3.9M | 85.4K | 2.8% | ▲+4.7% Added · +4K sh | |
| 5 | Rocket Cos Inc COM CL A | $3.7M | 234.5K | 2.6% | ▲+20% Added · +39K sh | |
| 6 | Corning Inc COM | $3.6M | 14.3K | 2.6% | ▼−3.7% Reduced · −552 sh | |
| 7 | Eli Lilly & Co COM | $3.6M | 3.0K | 2.6% | ▲+45% Added · +935 sh | |
| 8 | Amazon Com Inc COM | $3.5M | 14.5K | 2.5% | ▲+3.6% Added · +501 sh | |
| 9 | Sofi Technologies Inc COM | $3.4M | 191.0K | 2.4% | ▲+6.7% Added · +12K sh | |
| 10 | United Parcel Svcs Inc CL B | $3.4M | 31.6K | 2.4% | ▲+0.4% Added · +118 sh | |
| 11 | Microsoft Corp COM | $3.2M | 8.6K | 2.3% | ▲+186% Added · +6K sh | |
| 12 | Schwab Strategic TR 5 10YR CORP BD | $3.1M | 138.6K | 2.2% | ▲+4.4% Added · +6K sh | |
| 13 | Carrier Global Corporation COM | $3.1M | 42.7K | 2.2% | ▲New New position | |
| 14 | Schwab Strategic TR 1 5YR CORP BD | $3.1M | 124.4K | 2.2% | ▲+2.9% Added · +3K sh | |
| 15 | Dell Technologies Inc CL C | $3.1M | 7.1K | 2.2% | ▼−37% Reduced · −4K sh | |
| 16 | Boeing Co COM | $2.9M | 13.3K | 2.1% | ▲+2.7% Added · +355 sh | |
| 17 | Apple Inc COM | $2.9M | 9.9K | 2.1% | ▼−0.8% Reduced · −85 sh | |
| 18 | Starbucks Corp COM | $2.9M | 28.0K | 2.1% | ▼−0.1% Reduced · −16 sh | |
| 19 | Fifth Third Bancorp COM | $2.7M | 48.6K | 2.0% | ▲+28% Added · +11K sh | |
| 20 | Ge Aerospace COM NEW | $2.7M | 7.2K | 1.9% | ▲+8.1% Added · +541 sh | |
| 21 | Schwab Strategic TR LONG TERM US | $2.5M | 78.5K | 1.8% | ▲+7.1% Added · +5K sh | |
| 22 | SPDR Series Trust ST STR SP500DIV | $2.3M | 48.9K | 1.7% | ▲+0.7% Added · +332 sh | |
| 23 | Keycorp COM | $2.3M | 100.6K | 1.7% | ▼−21% Reduced · −26K sh | |
| 24 | AT&T Inc COM | $2.2M | 104.5K | 1.5% | ▲+48% Added · +34K sh | |
| 25 | Quanta Svcs Inc COM | $2.2M | 3.0K | 1.5% | ▼−3.6% Reduced · −112 sh | |
| 26 | Zillow Group Inc CL A | $2.1M | 68.4K | 1.5% | ▲New New position | |
| 27 | Intel Corp COM | $2.1M | 15.1K | 1.5% | ▼−72% Reduced · −38K sh | |
| 28 | Healthpeak Properties Inc COM | $2.1M | 98.3K | 1.5% | ▲+4.0% Added · +4K sh | |
| 29 | SPDR Series Trust ST STR P500ETF | $2.1M | 23.9K | 1.5% | ▲+0.8% Added · +178 sh | |
| 30 | Schwab Strategic TR US DIVIDEND EQ | $2.0M | 64.2K | 1.5% | ▼−12% Reduced · −9K sh | |
| 31 | Expand Energy Corporation COM | $2.0M | 22.0K | 1.4% | ▼−0.7% Reduced · −165 sh | |
| 32 | Ford MTR Co COM | $2.0M | 143.8K | 1.4% | ▼−39% Reduced · −93K sh | |
| 33 | USA Rare Earth Inc COM | $2.0M | 92.4K | 1.4% | ▼−3.3% Reduced · −3K sh | |
| 34 | Tesla Inc COM | $1.9M | 4.6K | 1.4% | ▲+3.2% Added · +145 sh | |
| 35 | Palo Alto Networks Inc COM | $1.9M | 5.7K | 1.4% | ▲New New position | |
| 36 | Steel Dynamics Inc COM | $1.9M | 8.2K | 1.4% | ▼−22% Reduced · −2K sh | |
| 37 | Nvidia Corporation COM | $1.9M | 9.4K | 1.3% | ▼−47% Reduced · −8K sh | |
| 38 | Valero Energy Corp COM | $1.8M | 6.8K | 1.3% | ▼−14% Reduced · −1K sh | |
| 39 | Meta Platforms Inc CL A | $1.8M | 3.1K | 1.3% | ▲+0.3% Added · +9 sh | |
| 40 | Palantir Technologies Inc CL A | $1.7M | 14.9K | 1.2% | ▲+12% Added · +2K sh | |
| 41 | Bank Of Amer Corp COM | $1.7M | 29.2K | 1.2% | ▲+7.0% Added · +2K sh | |
| 42 | Schwab Strategic TR US LCAP GR ETF | $1.6M | 47.9K | 1.2% | ▼−0.6% Reduced · −292 sh | |
| 43 | Barclays Bank PLC IPATH S&P 500 SH | $1.6M | 73.0K | 1.2% | ▲New New position | |
| 44 | JPMorgan Chase & Co COM | $1.6M | 4.8K | 1.1% | ▼−0.4% Reduced · −19 sh | |
| 45 | Cummins Inc COM | $1.6M | 2.2K | 1.1% | ▲New New position | |
| 46 | NNN REIT Inc COM | $1.6M | 33.4K | 1.1% | ▲+0.2% Added · +71 sh | |
| 47 | Qxo Inc COM NEW | $1.6M | 89.7K | 1.1% | ▲+65% Added · +35K sh | |
| 48 | Schwab Strategic TR INT-TRM U.S TRES | $1.5M | 62.5K | 1.1% | ▲+3.7% Added · +2K sh | |
| 49 | Immunitybio Inc COM | $1.5M | 173.9K | 1.1% | ▼−0.8% Reduced · −1K sh | |
| 50 | CSX Corp COM | $1.5M | 31.1K | 1.1% | ▲+4.2% Added · +1K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053046/holdings"
Use Arkolith to show MFG WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 63 | $139.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 61 | $120.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 61 | $128.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 60 | $132.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 51 | $118.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 58 | $104.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 52 | $109.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.