MINDSET WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
MINDSET WEALTH MANAGEMENT, LLC disclosed 197 stock positions in a recent SEC 13F filing. $515,299,230 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and UUUU. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
197Est. Stock Holding Value:
$515,299,230Top 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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