Institutional Fund
Mfg Wealth Management, Inc.
Indianapolis, INCIK 20530465 filings on record
Portfolio Value
$120.59M
Q1 2026
Holdings
61
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-6.0%
from $128.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Proshares Tr3.2%
- Select Sector Spdr Tr3.1%
- Schwab Strategic Tr3.0%
- United Parcel Service Inc2.6%
- Nvidia Corporation2.5%
- Schwab Strategic Tr2.5%
- Other83.0%
Portfolio Holdings
61 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Proshares Tr | 76.0K | $3.92M | 3.2% | −2.2K | Reduced |
| 2 | Select Sector Spdr Tr | 81.5K | $3.74M | 3.1% | −2.1K | Reduced |
| 3 | Schwab Strategic Tr | 139.5K | $3.63M | 3.0% | +49.8K | Added |
| 4 | United Parcel Service Inc | 31.4K | $3.09M | 2.6% | +9.8K | Added |
| 5 | Nvidia Corporation | 17.6K | $3.07M | 2.5% | −592 | Reduced |
| 6 | Schwab Strategic Tr | 132.7K | $3.01M | 2.5% | +2.3K | Added |
| 7 | Schwab Strategic Tr | 120.9K | $2.99M | 2.5% | +1.3K | Added |
| 8 | Dominion Energy Inc | 48.2K | $2.98M | 2.5% | −869 | Reduced |
| 9 | Amazon Com Inc | 14.0K | $2.93M | 2.4% | −385 | Reduced |
| 10 | Sofi Technologies Inc | 179.1K | $2.84M | 2.4% | +70.1K | Added |
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