MINDSET WEALTH MANAGEMENT, LLC 13F Holdings

CIK 0002044232 · INDIANAPOLIS, IN

As of Sep 30, 2025, MINDSET WEALTH MANAGEMENT, LLC reported 177 positions worth $366.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology941,944 75.7M47.90%
APPLE INCAAPLTechnology219,767$56.0M15.25%
CME GROUP INCCMEFinancial Services31,004$8.4M2.28%
AMAZON.COM INCAMZNEquity31,145$6.8M1.86%
ALPHABET INCGOOGLEquity17,210$4.2M1.14%
BROADCOM INCAVGOTechnology11,299$3.7M1.02%
META PLATFORMS INCMETACommunication Services5,030$3.7M1.01%
YUM BRANDS INCYUMConsumer Cyclical20,460$3.1M0.85%
AMERICAN EXPRESS COAXPFinancial Services8,885$3.0M0.80%
MICROSOFT CORPMSFTTechnology4,971$2.6M0.70%
INVESCO QQQ TRUST SERIES 1QQQ—4,041$2.4M0.66%
VISA INC-CLASS A SHARESVFinancial Services6,569$2.2M0.61%
PALANTIR TECHNOLOGIES INCPLTRTechnology11,671$2.1M0.58%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services3,976$2.0M0.54%
TESLA INCTSLAConsumer Cyclical4,485$2.0M0.54%
CORNING INCGLWTechnology23,453 .9M0.52%
ORACLE CORPORCLTechnology6,400 .8M0.49%
ALPHABET INCGOOGEquity7,049 .7M0.47%
ADVANCED MICRO DEVICES INCAMDEquity10,362 .7M0.46%
ABBVIE INCABBVEquity7,166 .7M0.45%
EXXON MOBIL CORPXOMEnergy14,617 .6M0.45%
MERCK & CO INCMRKHealthcare19,386 .6M0.44%
RTX CORPRTXEquity9,498 .6M0.43%
TRUIST FINANCIAL CORPTFCFinancial Services34,466 .6M0.43%
LIBERTY ALL STAR EQUITY FUNDUSA—237,458 .5M0.41%