MINDSET WEALTH MANAGEMENT, LLC
CIK 2044232
13F filing for Q2 2026・No. 3,809
- Holdings
- US$519.14M
- Quarter change
- +US$146.64M
- Entries
- 191
- Net bought (estimate)
- +US$85.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 9
- Cut 43
- Added 87
- Corporate actions 0
- Unchanged 37
Largest holdings
191 stocks worth US$519.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 1,184,129 | US$236.93M | 45.64% |
| AAPLAppleCOM | Added | 256,358 | US$74.18M | 14.29% |
| UUUUENERGY FUELS INCCOM NEW | Added | 1,025,050 | US$14.86M | 2.86% |
| AMZNAmazonCOM | Added | 42,830 | US$10.21M | 1.97% |
| METAMetaCL A | Added | 12,714 | US$7.16M | 1.38% |
| CMECME GROUP INCCOM | Added | 31,500 | US$6.96M | 1.34% |
| AMDAMDCOM | Cut | 11,030 | US$6.41M | 1.23% |
| GLWCORNING INCCOM | Added | 22,107 | US$5.65M | 1.09% |
| GOOGLAlphabetCAP STK CL A | Added | 15,172 | US$5.42M | 1.04% |
| MUMicronCOM | Added | 4,482 | US$5.17M | 1.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.