MGO Private Wealth, LLC 13F Holdings
CIK 0001952532 · IRVINE, CA
As of Sep 30, 2025, MGO Private Wealth, LLC reported 67 positions worth
CIK 0001952532 · IRVINE, CA
As of Sep 30, 2025, MGO Private Wealth, LLC reported 67 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 62,391 | $38.2M | 22.91% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 173,419 | 2.9M | 7.73% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 97,745 | $9.8M | 5.88% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 98,312 | $7.8M | 4.70% |
| VANGUARD PACIFIC STOCK INDEX FUND | VPL | — | 84,524 | $7.4M | 4.45% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,591 | $7.1M | 4.23% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 63,794 | $6.2M | 3.69% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 112,857 | $6.1M | 3.67% |
| VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | VTES | — | 50,556 | $5.2M | 3.09% |
| APPLE INC | AAPL | Technology | 19,526 | $5.0M | 2.98% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 91,289 | $4.6M | 2.74% |
| BLACKSTONE SECURED LENDING FUND | BXSL | Financial Services | 128,917 | $3.4M | 2.02% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 10,261 | $3.0M | 1.81% |
| AMAZON.COM INC | AMZN | Equity | 12,823 | $2.8M | 1.69% |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | EUSA | — | 26,928 | $2.8M | 1.66% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 35,658 | $2.4M | 1.43% |
| ISHARES CORE MSCI EUROPE ETF | IEUR | — | 31,675 | $2.2M | 1.29% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 23,224 | $2.1M | 1.24% |
| NVIDIA CORP | NVDA | Technology | 11,064 | $2.1M | 1.24% |
| GLOBAL X URANIUM ETF | URA | — | 42,721 | $2.0M | 1.22% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 30,705 | $2.0M | 1.21% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 19,514 | $2.0M | 1.21% |
| ISHARES MSCI CANADA ETF | EWC | — | 36,975 | .9M | 1.12% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 3,647 | .8M | 1.07% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 17,293 | .5M | 0.87% |