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Mfg Wealth Management - Q1 2026 13F Filings

MF

Mfg Wealth Management, Inc.

CIK: 0002053046
Address: Indiana Indianapolis 6920 South East Street Ste E
$120.59 M
Portfolio Value
61
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/08/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-6.03%
$120.59 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mfg Wealth Management Q1 2026 Filing Summary

Mfg Wealth Management, Inc. filed its 13F report for Q1 2026 on April 09, 2026. The portfolio totaled 120.59 M reflecting a -6.03% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 26.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 14 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mfg Wealth Management’s Q1 2026 Filing

Mfg Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/09/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Mfg Wealth Management reported a managed portfolio value of 120.59 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Mfg Wealth Management bought or sold during Q1 2026, please visit Mfg Wealth Management's Portfolio Analysis page.