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Mindset Wealth Management - Q1 2026 13F Filings

MI

Mindset Wealth Management, LLC

CIK: 0002044232
Address: Indiana Indianapolis 8275 Allison Pointe Trail Suite 230
$372.5 M
Portfolio Value
176
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/04/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. UUUU Energy Fuels
+$5.29 M
2. PEP Pepsico
+$2.57 M
3. ROK Rockwell Automation
+$1.19 M
4. MCHP Microchip Technology Incorporated
+$885,028
5. XOM Exxon Mobil Corporation
+$504,742.89

Top Sells

Q1 2026
1. PFF Ishares Preferred & Income Securities Etf
−$776,005
2. HD The Home Depot
−$687,633
3. IRM Iron Mountain Incorporated
−$642,697
4. FSLR First Solar
−$548,583
5. CI The Cigna Group
−$521,010

Asset Allocation

Stocks/ETFs
-2.33%
$371.18 M 99.65%
Options
$0 0.00%
Debt
$0 0.00%
Other
-9.65%
$1.32 M 0.35%

Sector Allocation (Stocks)

Mindset Wealth Management Q1 2026 Filing Summary

Mindset Wealth Management, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 372.5 M reflecting a -2.36% change from the prior quarter, spanning 176 assets. The top 10 holdings comprised 70.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 22 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mindset Wealth Management’s Q1 2026 Filing

Mindset Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Mindset Wealth Management reported a managed portfolio value of 372.5 M, consisting of 176 individual positions.

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