Mindset Wealth Management, LLC filed its 13F report for Q2 2026 on August 04, 2026. The portfolio totaled 519.14 M reflecting a +39.37% change from the prior quarter, spanning 191 assets. The top 10 holdings comprised 72.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 23 new positions and 9 complete exits.
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Mindset Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/04/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Mindset Wealth Management reported a managed portfolio value of 519.14 M, consisting of 191 individual positions.
This page displays the raw filing documents. To see which stocks Mindset Wealth Management bought or sold during Q2 2026, please visit Mindset Wealth Management's Portfolio Analysis page.