Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 46.30% of MGO Private Wealth's stock portfolio.
Added to shares of these 10 stocks: TIP, XLE, VNQ, NFLX, GOOG, IEF, MLPX, OKLO, NVDA, VCSH.
Started 2 new stock positions in GOOG, TIP.
Reduced shares in these 10 stocks: VOO, , TLH, URA, SPY, BXSL, QQQ, IEUR, GLD, VGK.
Sold out of its positions in BUG, VCIT.
MGO Private Wealth was a net seller of stock by $-6.0M.
MGO Private Wealth has $162M in assets under management (AUM), dropping by -3.16%.
Central Index Key (CIK): 0001952532

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for MGO Private Wealth

MGO Private Wealth holds 67 positions in its portfolio as reported in the December 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)	23.0	$37M	-4%	59k	627.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.9	$13M		173k	74.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.9	$9.5M	-2%	96k	99.88	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	4.9	$7.9M	-3%	94k	83.61	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.5	$7.3M	-4%	81k	90.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$6.5M	-9%	9.6k	681.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.9	$6.3M	+2%	65k	96.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.6	$5.9M	-2%	110k	53.76	View chart
Apple (AAPL)	3.3	$5.3M		19k	271.85	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	3.1	$5.0M	-2%	49k	101.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.8	$4.5M		90k	50.29	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.8	$2.9M	-14%	110k	26.33	View chart
Amazon (AMZN)	1.8	$2.9M	-3%	12k	230.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$2.8M	-4%	9.8k	290.22	View chart
Ishares Tr Tips Bd Etf (TIP)	1.6	$2.7M	NEW	24k	109.91	View chart
Ishares Msci Equal Weite (EUSA)	1.6	$2.7M	-4%	26k	103.37	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.5	$2.4M		36k	67.43	View chart
NVIDIA Corporation (NVDA)	1.3	$2.1M		11k	186.49	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.2	$1.9M	+86%	43k	44.71	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$1.9M	-7%	29k	67.22	View chart
Ishares Msci Cda Etf (EWC)	1.2	$1.9M	-4%	35k	53.93	View chart
Ishares Tr Core Msci Euro (IEUR)	1.2	$1.9M	-16%	27k	70.98	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$1.7M	-2%	3.6k	468.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.7M	+61%	19k	88.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.6M		5.1k	313.02	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.8	$1.3M	+11%	21k	60.53	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.8	$1.3M		24k	51.75	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M	-4%	2.5k	483.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.1M	-4%	5.6k	191.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.1M		18k	59.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M	-26%	1.7k	614.31	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$1.0M		12k	84.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$922k	-26%	2.3k	396.31	View chart
Ishares Msci Switzerland (EWL)	0.5	$827k	-5%	14k	59.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$793k		1.6k	502.65	View chart
Tesla Motors (TSLA)	0.4	$684k		1.5k	449.72	View chart
Costco Wholesale Corporation (COST)	0.4	$681k		790.00	862.34	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$662k	-66%	6.5k	101.67	View chart
Spdr Series Trust State Street Spd (SPIB)	0.4	$655k		19k	33.81	View chart
Meta Platforms Cl A (META)	0.4	$625k	-5%	947.00	660.09	View chart
Palantir Technologies Cl A (PLTR)	0.4	$607k	-4%	3.4k	177.75	View chart
Global X Fds Global X Uranium (URA)	0.4	$575k	-68%	13k	42.73	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$451k	-2%	9.4k	47.79	View chart
JPMorgan Chase & Co. (JPM)	0.3	$449k		1.4k	322.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$440k		5.5k	79.73	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$371k		8.8k	41.93	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$367k	-3%	7.9k	46.29	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$354k	-10%	15k	23.67	View chart
Oklo Com Cl A (OKLO)	0.2	$333k	+20%	4.6k	71.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$326k	-2%	904.00	360.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$323k		4.1k	78.81	View chart
Walt Disney Company (DIS)	0.2	$315k	-9%	2.8k	113.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$304k	-31%	4.6k	66.00	View chart
Netflix (NFLX)	0.2	$296k	+900%	3.2k	93.76	View chart
Broadcom (AVGO)	0.2	$289k	-8%	836.00	346.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$273k	-15%	559.00	487.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$244k	NEW	776.00	313.80	View chart
Pimco Municipal Income Fund II (PML)	0.1	$234k	-4%	31k	7.54	View chart
Wal-Mart Stores (WMT)	0.1	$229k		2.1k	111.41	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$229k	-15%	2.0k	113.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$228k		3.9k	58.73	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$224k		4.5k	49.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$216k		379.00	570.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$210k		1.7k	120.18	View chart
UnitedHealth (UNH)	0.1	$207k		626.00	330.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$203k	-23%	674.00	301.15	View chart
Stagwell Com Cl A (STGW)	0.1	$155k		32k	4.89	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 Q4 filed Feb. 10, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z