MINDSET WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
MINDSET WEALTH MANAGEMENT, LLC disclosed 213 stock positions in a recent SEC 13F filing. $562,089,343 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and UUUU. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $445,495,566 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
213Est. Stock Holding Value:
$562,089,343Top Stock Holdings By Sector
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Portfolio Stock Holdings - MINDSET WEALTH MANAGEMENT, LLC
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% of Portfolio
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