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MGO Private Wealth

Latest statistics and disclosures from MGO Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, BND, AGG, VGK, VPL, and represent 45.68% of MGO Private Wealth's stock portfolio.
Added to shares of these 10 stocks: BND, VTEB, VTES, OKLO, HOOD, PLTR, PML, SOXX, UNH, IJR.
Started 8 new stock positions in UNH, OKLO, IJR, HOOD, STGW, PML, BUG, SOXX.
Reduced shares in these 10 stocks: VOO, VGIT, DKNG, ABNB, DIS, SPY, DTD, TSLA, SPIB, PAVE.
Sold out of its positions in ABNB, DKNG.
MGO Private Wealth was a net buyer of stock by $2.4M.
MGO Private Wealth has $167M in assets under management (AUM), dropping by 6.77%.
Central Index Key (CIK): 0001952532

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Positions held by MGO Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MGO Private Wealth

MGO Private Wealth holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	22.9	$38M	-3%	62k	612.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.7	$13M	+8%	173k	74.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.9	$9.8M		98k	100.25	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	4.7	$7.8M		98k	79.80	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.5	$7.4M		85k	87.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$7.1M	-2%	11k	666.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.7	$6.2M	+2%	64k	96.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$6.1M		113k	54.18	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	3.1	$5.2M	+13%	51k	101.92	View chart
Apple (AAPL)	3.0	$5.0M		20k	254.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.7	$4.6M	+20%	91k	50.07	View chart
Blackstone Secd Lending Common Stock (BXSL)	2.0	$3.4M		129k	26.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$3.0M		10k	293.74	View chart
Amazon (AMZN)	1.7	$2.8M	+3%	13k	219.57	View chart
Ishares Msci Equal Weite (EUSA)	1.7	$2.8M	+2%	27k	102.97	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.4	$2.4M		36k	66.90	View chart
Ishares Tr Core Msci Euro (IEUR)	1.3	$2.2M		32k	68.12	View chart
Select Sector Spdr Tr Energy (XLE)	1.2	$2.1M		23k	89.34	View chart
NVIDIA Corporation (NVDA)	1.2	$2.1M	+9%	11k	186.57	View chart
Global X Fds Global X Uranium (URA)	1.2	$2.0M		43k	47.67	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$2.0M		31k	65.92	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.2	$2.0M	+5%	20k	102.99	View chart
Ishares Msci Cda Etf (EWC)	1.1	$1.9M		37k	50.55	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.1	$1.8M	+4%	3.6k	490.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$1.5M		17k	84.11	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M		2.7k	517.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.4M	-4%	2.3k	600.37	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.8	$1.3M	+7%	24k	53.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M		5.1k	243.10	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.7	$1.2M	+2%	19k	62.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.1M	-3%	5.9k	189.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.1M		3.2k	355.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.1M	+2%	12k	91.42	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$1.1M	-31%	18k	60.03	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$1.0M	-13%	12k	84.00	View chart
Ishares Msci Switzerland (EWL)	0.5	$803k	+2%	15k	55.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$793k	-6%	1.6k	502.74	View chart
Meta Platforms Cl A (META)	0.4	$734k	+7%	1.0k	734.38	View chart
Costco Wholesale Corporation (COST)	0.4	$734k		793.00	925.63	View chart
Tesla Motors (TSLA)	0.4	$676k	-18%	1.5k	444.72	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.4	$657k	-14%	19k	33.89	View chart
Palantir Technologies Cl A (PLTR)	0.4	$653k	+75%	3.6k	182.42	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$460k	-17%	9.7k	47.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$440k		5.5k	79.93	View chart
JPMorgan Chase & Co. (JPM)	0.3	$439k		1.4k	315.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$439k		6.7k	65.26	View chart
Oklo Com Cl A (OKLO)	0.3	$428k	NEW	3.8k	111.63	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$399k		17k	23.94	View chart
Netflix (NFLX)	0.2	$379k		316.00	1198.92	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$369k		8.8k	41.75	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$364k	+4%	8.2k	44.20	View chart
Walt Disney Company (DIS)	0.2	$352k	-34%	3.1k	114.52	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$344k	NEW	2.4k	143.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$326k		4.1k	78.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$316k		659.00	479.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$302k	-3%	924.00	326.36	View chart
Broadcom (AVGO)	0.2	$301k	+15%	911.00	329.91	View chart
Pimco Municipal Income Fund II (PML)	0.2	$256k	NEW	32k	7.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$239k	NEW	883.00	271.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$229k		4.5k	50.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$229k		3.9k	58.85	View chart
UnitedHealth (UNH)	0.1	$216k	NEW	626.00	345.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$216k		379.00	568.81	View chart
Wal-Mart Stores (WMT)	0.1	$212k		2.1k	103.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$209k	NEW	1.8k	118.83	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$207k	NEW	5.9k	35.19	View chart
Stagwell Com Cl A (STGW)	0.1	$179k	NEW	32k	5.63	View chart

Past Filings by MGO Private Wealth

SEC 13F filings are viewable for MGO Private Wealth going back to 2022

MGO Private Wealth 2025 Q3 filed Nov. 14, 2025
MGO Private Wealth 2025 Q2 filed July 22, 2025
MGO Private Wealth 2025 Q1 filed April 21, 2025
MGO Private Wealth 2024 Q4 filed Feb. 10, 2025
MGO Private Wealth 2024 Q3 filed Nov. 8, 2024
MGO Private Wealth 2024 Q2 filed Aug. 2, 2024
MGO Private Wealth 2024 Q1 filed April 18, 2024
MGO Private Wealth 2023 Q4 filed Feb. 5, 2024
MGO Private Wealth 2023 Q3 filed Nov. 1, 2023
MGO Private Wealth 2023 Q2 filed July 13, 2023
MGO Private Wealth 2023 Q1 filed April 17, 2023
MGO Private Wealth 2022 Q4 filed Feb. 2, 2023
MGO Private Wealth 2022 Q3 filed Nov. 14, 2022

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