MINDSET WEALTH MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2044232
Institutional-grade research for retail investors
13F Reported Value
ⓘ$372.5M
Holdings
176
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MINDSET WEALTH MANAGEMENT, LLC disclosed 176 positions worth $372.5M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 44.3% of the equity portfolio, followed by $AAPL and $CME. During the quarter the fund opened 15 new positions and exited 19 — including a new stake in $PEP and a full exit from $HD. The portfolio is most concentrated in Technology (70.4% of disclosed assets). All figures are sourced directly from MINDSET WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 2044232.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyFinancialsConsumer DiscretionaryIndustrialsMaterialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$165.0M945,983 sh - 76.1#112
Quality
$55.9M220,358 sh - 74.5#157
Quality
$9.2M31,000 sh - 74.6
Quality
$7.3M35,005 sh - 27.0
Quality
$5.5M300,200 sh - 80.2
Quality
$4.1M14,342 sh - 86.4
Quality
$3.5M11,423 sh - 71.7
Quality
$3.1M20,060 sh - 80.9
Quality
$3.1M5,403 sh - 61.8
Quality
$3.1M17,981 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $165.0M | 945,983 |
 Apple Inc.$AAPL | 76.1#112 | $55.9M | 220,358 |
 CME GROUP INC.$CME | 74.5#157 | $9.2M | 31,000 |
 AMAZON COM INC$AMZN | 74.6 | $7.3M | 35,005 |
 ENERGY FUELS INC$UUUU | 27.0 | $5.5M | 300,200 |
 Alphabet Inc.$GOOG | 80.2 | $4.1M | 14,342 |
 Broadcom Inc.$AVGO | 86.4 | $3.5M | 11,423 |
 YUM BRANDS INC$YUM | 71.7 | $3.1M | 20,060 |
 Meta Platforms, Inc.$META | 80.9 | $3.1M | 5,403 |
 EXXON MOBIL CORP$XOM | 61.8 | $3.1M | 17,981 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MINDSET WEALTH MANAGEMENT, LLC's 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Technology
$262.4M
Financials
$26.8M
Consumer Discretionary
$15.5M
Industrials
$14.6M
Materials
$11.5M
Healthcare
$10.9M
Other
$9.6M
Energy
$8.7M
Full Holdings — MINDSET WEALTH MANAGEMENT, LLC (Q1 2026)
All 176 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $165.0M | 44.3% | +0% | 90.2 |
| 2 | $AAPL | Apple Inc. | $55.9M | 15.0% | +1% | 76.1 |
| 3 | $CME | CME GROUP INC. | $9.2M | 2.5% | +0% | 74.5 |
| 4 | $AMZN | AMAZON COM INC | $7.3M | 2.0% | +4% | 74.6 |
| 5 | $UUUU | ENERGY FUELS INC | $5.5M | 1.5% | +2872% | 27 |
| 6 | $GOOG | Alphabet Inc. | $4.1M | 1.1% | -2% | 80.2 |
| 7 | $AVGO | Broadcom Inc. | $3.5M | 0.9% | -0% | 86.4 |
| 8 | $YUM | YUM BRANDS INC | $3.1M | 0.8% | +0% | 71.7 |
| 9 | $META | Meta Platforms, Inc. | $3.1M | 0.8% | +2% | 80.9 |
| 10 | $XOM | EXXON MOBIL CORP | $3.1M | 0.8% | +20% | 61.8 |
| 11 |  $GLW | CORNING INC /NY | $3.0M | 0.8% | -4% | 72.7 |
| 12 |  $AXP | AMERICAN EXPRESS CO | $2.8M | 0.8% | +2% | 73.2 |
| 13 |  $PEP | PEPSICO INC | $2.6M | 0.7% | NEW | 62.7 |
| 14 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.6% | +0% | — |
| 15 |  $MRK | Merck & Co., Inc. | $2.3M | 0.6% | +10% | 70.9 |
| 16 |  $AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.6% | +3% | 78.8 |
| 17 |  $STX | Seagate Technology Holdings plc | $2.0M | 0.5% | -14% | — |
| 18 |  $V | VISA INC. | $2.0M | 0.5% | -0% | 83.5 |
| 19 |  $TSLA | Tesla, Inc. | $1.9M | 0.5% | +14% | 50.1 |
| 20 |  $MSFT | MICROSOFT CORP | $1.9M | 0.5% | +4% | 83.7 |
| 21 |  $PLTR | Palantir Technologies Inc. | $1.9M | 0.5% | -0% | 85.8 |
| 22 |  $GOOGL | Alphabet Inc. | $1.9M | 0.5% | -13% | 80.2 |
| 23 |  $OKE | ONEOK INC /NEW/ | $1.7M | 0.5% | +28% | 72 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.5% | -0% | 64.5 |
| 25 |  $TFC | TRUIST FINANCIAL CORP | $1.7M | 0.5% | +5% | — |
| 26 |  $RTX | RTX Corp | $1.7M | 0.4% | -15% | 70 |
| 27 |  $ABBV | AbbVie Inc. | $1.6M | 0.4% | -0% | 59.3 |
| 28 |  $TMUS | T-Mobile US, Inc. | $1.4M | 0.4% | +2% | 72.7 |
| 29 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.4% | -21% | 88.4 |
| 30 |  $FNB | FNB CORP/PA/ | $1.4M | 0.4% | +0% | — |
| 31 |  $USA | LIBERTY ALL STAR EQUITY FUND | $1.3M | 0.3% | +2% | — |
| 32 |  $KLAC | KLA CORP | $1.3M | 0.3% | -10% | 84.4 |
| 33 |  $PM | Philip Morris International Inc. | $1.3M | 0.3% | +4% | 80.5 |
| 34 |  $B | BARRICK MINING CORP | $1.3M | 0.3% | -5% | — |
| 35 |  $HAS | HASBRO, INC. | $1.2M | 0.3% | -0% | 43.1 |
| 36 |  $CMI | CUMMINS INC | $1.2M | 0.3% | +3% | 58.9 |
| 37 |  $ROK | ROCKWELL AUTOMATION, INC | $1.2M | 0.3% | NEW | 68.2 |
| 38 |  $LLY | ELI LILLY & Co | $1.2M | 0.3% | +0% | 89.3 |
| 39 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.3% | +11% | 65 |
| 40 |  $NFLX | NETFLIX INC | $1.1M | 0.3% | -0% | 86.7 |
| 41 |  $CAT | CATERPILLAR INC | $1.1M | 0.3% | +29% | 67.8 |
| 42 |  $MS | MORGAN STANLEY | $1.1M | 0.3% | -0% | — |
| 43 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.3% | +47% | 72.8 |
| 44 |  $BKR | Baker Hughes Co | $1.1M | 0.3% | -9% | 63.4 |
| 45 |  $PH | Parker-Hannifin Corp | $1.0M | 0.3% | +2% | 73.8 |
| 46 |  $GEV | GE Vernova Inc. | $1.0M | 0.3% | +18% | 70.1 |
| 47 |  $LITE | Lumentum Holdings Inc. | $988,081 | 0.3% | -28% | 63.4 |
| 48 |  $YUMC | Yum China Holdings, Inc. | $921,942 | 0.3% | +0% | 65.2 |
| 49 |  $CRWD | CrowdStrike Holdings, Inc. | $918,635 | 0.3% | +12% | 55 |
| 50 |  $ORCL | ORACLE CORP | $917,084 | 0.3% | -4% | 67.2 |
| 51 |  $JPM | JPMORGAN CHASE & CO | $911,112 | 0.2% | +7% | 35.6 |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $908,744 | 0.2% | +12% | 67 |
| 53 |  $GMED | GLOBUS MEDICAL INC | $905,972 | 0.2% | -2% | 77.6 |
| 54 |  $MCHP | MICROCHIP TECHNOLOGY INC | $885,028 | 0.2% | NEW | 40 |
| 55 |  $VRT | Vertiv Holdings Co | $878,674 | 0.2% | -11% | 82.7 |
| 56 | — | PROSHARES TR | $855,708 | 0.2% | +0% | — |
| 57 |  $ANET | Arista Networks, Inc. | $847,673 | 0.2% | -4% | 86 |
| 58 |  $HUBB | HUBBELL INC | $836,712 | 0.2% | -7% | 68.7 |
| 59 |  $KR | KROGER CO | $815,642 | 0.2% | +9% | 51.1 |
| 60 |  $TXN | TEXAS INSTRUMENTS INC | $760,109 | 0.2% | +4% | 70.4 |
| 61 |  $CVX | CHEVRON CORP | $753,944 | 0.2% | +0% | 54.7 |
| 62 |  $CSCO | CISCO SYSTEMS, INC. | $740,235 | 0.2% | +0% | 72.3 |
| 63 |  $COHR | COHERENT CORP. | $735,831 | 0.2% | -31% | 64 |
| 64 |  $MAIN | Main Street Capital CORP | $731,434 | 0.2% | +7% | — |
| 65 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $717,232 | 0.2% | -2% | 66.7 |
| 66 |  $AGX | ARGAN INC | $710,224 | 0.2% | -9% | 79.2 |
| 67 | — | SELECT SECTOR SPDR TR | $698,477 | 0.2% | -0% | — |
| 68 |  $FIX | COMFORT SYSTEMS USA INC | $689,495 | 0.2% | +0% | 79.5 |
| 69 |  $CLS | CELESTICA INC | $656,878 | 0.2% | -3% | 69 |
| 70 |  $ASML | ASML HOLDING NV | $643,244 | 0.2% | +29% | — |
| 71 |  $MO | ALTRIA GROUP, INC. | $643,146 | 0.2% | +2% | 72.1 |
| 72 |  $OMER | OMEROS CORP | $628,320 | 0.2% | +14% | — |
| 73 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $624,527 | 0.2% | +93% | — |
| 74 |  $ISRG | INTUITIVE SURGICAL INC | $615,422 | 0.2% | +1% | 81.4 |
| 75 |  $SO | SOUTHERN CO | $611,079 | 0.2% | +0% | 65.1 |
| 76 |  $CSX | CSX CORP | $550,563 | 0.1% | -4% | 66.4 |
| 77 |  $ICE | Intercontinental Exchange, Inc. | $535,538 | 0.1% | +0% | 73.8 |
| 78 |  $MA | Mastercard Inc | $535,363 | 0.1% | -2% | 81.7 |
| 79 |  $QCOM | QUALCOMM INC/DE | $527,759 | 0.1% | +5% | 81.9 |
| 80 |  $BAC | BANK OF AMERICA CORP /DE/ | $523,438 | 0.1% | +1% | 68.4 |
| 81 |  $INTC | INTEL CORP | $520,778 | 0.1% | -3% | 41.5 |
| 82 |  $NOW | ServiceNow, Inc. | $517,418 | 0.1% | -4% | 76 |
| 83 |  $CVS | CVS HEALTH Corp | $517,148 | 0.1% | +1% | 51.3 |
| 84 |  $INGR | Ingredion Inc | $516,321 | 0.1% | +3% | 58.3 |
| 85 |  $GE | GENERAL ELECTRIC CO | $513,340 | 0.1% | +43% | 74.8 |
| 86 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $511,433 | 0.1% | +9% | — |
| 87 | — | PROSHARES TR | $501,887 | 0.1% | +0% | — |
| 88 |  $ETN | Eaton Corp plc | $500,738 | 0.1% | +0% | — |
| 89 |  $PAAS | PAN AMERICAN SILVER CORP | $495,713 | 0.1% | -8% | — |
| 90 | — | VANGUARD WORLD FD | $488,695 | 0.1% | +0% | — |
| 91 |  $DUK | Duke Energy CORP | $480,595 | 0.1% | +3% | 64 |
| 92 |  $SSRM | SSR MINING INC. | $473,572 | 0.1% | -16% | 61.9 |
| 93 |  $MTZ | MASTEC INC | $467,488 | 0.1% | -6% | 59.7 |
| 94 |  $PFH | PRUDENTIAL FINANCIAL INC | $457,287 | 0.1% | -6% | 58.6 |
| 95 |  $ALL | ALLSTATE CORP | $456,148 | 0.1% | +0% | 76.6 |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $449,564 | 0.1% | -38% | — |
| 97 |  $UNH | UNITEDHEALTH GROUP INC | $427,589 | 0.1% | +20% | 66.8 |
| 98 |  $TNK | TEEKAY TANKERS LTD. | $426,209 | 0.1% | -47% | — |
| 99 |  $AU | AngloGold Ashanti PLC | $422,250 | 0.1% | +17% | — |
| 100 |  $AMAT | APPLIED MATERIALS INC /DE | $418,693 | 0.1% | +0% | 74.8 |
| 101 |  $MET | METLIFE INC | $410,176 | 0.1% | -8% | 73.9 |
| 102 |  $SEI | Solaris Energy Infrastructure, Inc. | $388,224 | 0.1% | -15% | 56.9 |
| 103 |  $HON | HONEYWELL INTERNATIONAL INC | $387,342 | 0.1% | -15% | 65.7 |
| 104 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $386,505 | 0.1% | +24% | 67.3 |
| 105 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $383,775 | 0.1% | -15% | 59.5 |
| 106 |  $KRYS | Krystal Biotech, Inc. | $374,564 | 0.1% | -19% | 75.9 |
| 107 |  $BX | Blackstone Inc. | $367,968 | 0.1% | -0% | 68 |
| 108 |  $WM | WASTE MANAGEMENT INC | $361,460 | 0.1% | +24% | 70.7 |
| 109 | — | SCHWAB STRATEGIC TR | $358,114 | 0.1% | +0% | — |
| 110 |  $MCD | MCDONALDS CORP | $353,679 | 0.1% | +0% | 73.9 |
| 111 |  $SHOP | SHOPIFY INC. | $352,301 | 0.1% | -3% | — |
| 112 |  $WMT | Walmart Inc. | $349,885 | 0.1% | -16% | 63.2 |
| 113 |  $VLO | VALERO ENERGY CORP/TX | $345,912 | 0.1% | +0% | 51.4 |
| 114 |  $BKD | Brookdale Senior Living Inc. | $342,000 | 0.1% | NEW | 43.1 |
| 115 |  $AEE | AMEREN CORP | $339,319 | 0.1% | +0% | 63.5 |
| 116 |  $APP | AppLovin Corp | $335,514 | 0.1% | +6% | 86.8 |
| 117 |  $T | AT&T INC. | $325,486 | 0.1% | -2% | 71.9 |
| 118 |  $SITM | SITIME Corp | $324,629 | 0.1% | -5% | 44.6 |
| 119 |  $ET | Energy Transfer LP | $319,222 | 0.1% | +0% | 64.5 |
| 120 |  $IVZ | Invesco Ltd. | $311,536 | 0.1% | +0% | — |
| 121 |  $AMP | AMERIPRISE FINANCIAL INC | $310,191 | 0.1% | +0% | 70.2 |
| 122 |  $PANW | Palo Alto Networks Inc | $309,418 | 0.1% | -8% | 66.5 |
| 123 |  $DOV | DOVER Corp | $304,304 | 0.1% | +1% | 63.1 |
| 124 |  $CDE | Coeur Mining, Inc. | $304,055 | 0.1% | -1% | 78.1 |
| 125 |  $ORLA | Orla Mining Ltd. | $302,163 | 0.1% | NEW | — |
| 126 |  $GWW | W.W. GRAINGER, INC. | $296,700 | 0.1% | +0% | 69.5 |
| 127 |  $RDDT | Reddit, Inc. | $296,230 | 0.1% | -6% | 79.3 |
| 128 |  $VZ | VERIZON COMMUNICATIONS INC | $280,366 | 0.1% | -9% | 71.6 |
| 129 | — | VANGUARD WHITEHALL FDS | $280,145 | 0.1% | +1% | — |
| 130 |  $SYK | STRYKER CORP | $279,302 | 0.1% | +13% | 69.8 |
| 131 |  $EMR | EMERSON ELECTRIC CO | $275,142 | 0.1% | +0% | 65.9 |
| 132 | — | ISHARES TR | $273,786 | 0.1% | -8% | — |
| 133 |  $UBER | Uber Technologies, Inc | $266,932 | 0.1% | +0% | 79.3 |
| 134 |  $ES | EVERSOURCE ENERGY | $265,736 | 0.1% | +0% | 67 |
| 135 |  $DIS | Walt Disney Co | $263,220 | 0.1% | -5% | 68.9 |
| 136 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $262,740 | 0.1% | +0% | 60.7 |
| 137 |  $TJX | TJX COMPANIES INC /DE/ | $262,068 | 0.1% | +17% | 70.7 |
| 138 |  $PSIX | POWER SOLUTIONS INTERNATIONAL, INC. | $260,627 | 0.1% | NEW | 75 |
| 139 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $259,053 | 0.1% | +0% | 66.4 |
| 140 |  $NRIM | NORTHRIM BANCORP INC | $257,446 | 0.1% | +0% | 54.6 |
| 141 |  $TWLO | TWILIO INC | $257,302 | 0.1% | -4% | 59.5 |
| 142 |  $BA | BOEING CO | $253,763 | 0.1% | -6% | 51.8 |
| 143 |  $PG | PROCTER & GAMBLE Co | $253,348 | 0.1% | +0% | 72.9 |
| 144 | — | VANGUARD INDEX FDS | $251,046 | 0.1% | +12% | — |
| 145 |  $ALAB | Astera Labs, Inc. | $249,011 | 0.1% | -6% | 77.7 |
| 146 |  $CARR | CARRIER GLOBAL Corp | $246,976 | 0.1% | -20% | 61.5 |
| 147 |  $PLMR | Palomar Holdings, Inc. | $246,887 | 0.1% | +1% | 77.5 |
| 148 |  $SPXC | SPX Technologies, Inc. | $244,127 | 0.1% | -20% | 66 |
| 149 |  $MELI | MERCADOLIBRE INC | $243,792 | 0.1% | +0% | 77.5 |
| 150 |  $EXEL | EXELIXIS, INC. | $242,757 | 0.1% | -6% | 79.4 |
| 151 |  $SEZL | Sezzle Inc. | $241,198 | 0.1% | -9% | 80.9 |
| 152 |  $KO | COCA COLA CO | $237,352 | 0.1% | +2% | 74 |
| 153 |  $NKSH | NATIONAL BANKSHARES INC | $235,354 | 0.1% | +0% | 57.3 |
| 154 |  $MRVL | Marvell Technology, Inc. | $226,088 | 0.1% | -22% | 77.3 |
| 155 |  $LPG | DORIAN LPG LTD. | $224,728 | 0.1% | NEW | — |
| 156 |  $XEL | XCEL ENERGY INC | $222,934 | 0.1% | +0% | — |
| 157 |  $SCCO | SOUTHERN COPPER CORP/ | $221,957 | 0.1% | NEW | 86.6 |
| 158 |  $O | REALTY INCOME CORP | $221,472 | 0.1% | -20% | 74.6 |
| 159 |  $LRCX | LAM RESEARCH CORP | $219,332 | 0.1% | NEW | 82.4 |
| 160 |  $CRDO | Credo Technology Group Holding Ltd | $212,522 | 0.1% | -9% | — |
| 161 |  $QXO | QXO, Inc. | $211,678 | 0.1% | -14% | 53.5 |
| 162 |  $PFE | PFIZER INC | $211,532 | 0.1% | NEW | 69 |
| 163 |  $HOOD | Robinhood Markets, Inc. | $211,365 | 0.1% | +7% | 75.8 |
| 164 |  $COP | CONOCOPHILLIPS | $211,200 | 0.1% | NEW | 74.8 |
| 165 | — | VANECK ETF TRUST | $208,777 | 0.1% | NEW | — |
| 166 |  $SRTS | Sensus Healthcare, Inc. | $207,358 | 0.1% | +0% | 18 |
| 167 |  $OSK | OSHKOSH CORP | $206,094 | 0.1% | NEW | 53 |
| 168 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $203,567 | 0.1% | NEW | 75.4 |
| 169 | — | VANGUARD INDEX FDS | $200,777 | 0.1% | +0% | — |
| 170 |  $CDZI | CADIZ INC | $196,400 | 0.1% | +5% | 28.9 |
| 171 |  $SRAD | Sportradar Group AG | $191,589 | 0.1% | +4% | — |
| 172 | $IVZ | Invesco Ltd. | $187,150 | 0.1% | +0% | — |
| 173 |  $UPWK | UPWORK, INC | $149,100 | 0.0% | -2% | 67.4 |
| 174 |  $REI | RING ENERGY, INC. | $52,785 | 0.0% | -49% | 32.2 |
| 175 |  $EU | enCore Energy Corp. | $48,881 | 0.0% | NEW | 27.4 |
| 176 |  $BYND | BEYOND MEAT, INC. | $9,331 | 0.0% | +22% | 13.1 |
New Positions (15)
$PEP PEPSICO INC$2.6M$ROK ROCKWELL AUTOMATION, INC$1.2M$MCHP MICROCHIP TECHNOLOGY INC$885,028$BKD Brookdale Senior Living Inc.$342,000$ORLA Orla Mining Ltd.$302,163$PSIX POWER SOLUTIONS INTERNATIONAL, INC.$260,627$LPG DORIAN LPG LTD.$224,728$SCCO SOUTHERN COPPER CORP/$221,957$LRCX LAM RESEARCH CORP$219,332$PFE PFIZER INC$211,532$COP CONOCOPHILLIPS$211,200 VANECK ETF TRUST$208,777
$OSK OSHKOSH CORP$206,094$AEP AMERICAN ELECTRIC POWER CO INC$203,567$EU enCore Energy Corp.$48,881Exited Positions (19)
$HD HOME DEPOT, INC.
$IRM IRON MOUNTAIN INC
$FSLR FIRST SOLAR, INC.
$CI Cigna Group
$XYZ Block, Inc.
$CFLT Confluent, Inc.
$WGS GeneDx Holdings Corp.
$CRM Salesforce, Inc.
$WDAY Workday, Inc.
$ADBE ADOBE INC.
$OKTA Okta, Inc.
$PYPL PayPal Holdings, Inc.
$HUM HUMANA INC
$SMCI Super Micro Computer, Inc.
$RIO RIO TINTO PLCBrowse Top Institutional Investors
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