Mfg Wealth Management as of June 30, 2026
Portfolio Holdings for Mfg Wealth Management
Mfg Wealth Management holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proshares Tr Ultr Russl2000 (URTY) | 3.5 | $5.0M | 57k | 87.34 | |
| International Business Machines (IBM) | 3.1 | $4.3M | 15k | 281.21 | |
| Schwab Strategic Tr High Yiel Bd Etf (SCYB) | 2.8 | $3.9M | 150k | 26.18 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 2.8 | $3.9M | 85k | 45.34 | |
| Rocket Cos Com Cl A (RKT) | 2.6 | $3.7M | 235k | 15.75 | |
| Corning Incorporated (GLW) | 2.6 | $3.6M | 14k | 255.43 | |
| Eli Lilly & Co. (LLY) | 2.6 | $3.6M | 3.0k | 1199.43 | |
| Amazon (AMZN) | 2.5 | $3.5M | 15k | 238.34 | |
| Sofi Technologies (SOFI) | 2.4 | $3.4M | 191k | 17.93 | |
| United Parcel Svcs CL B (UPS) | 2.4 | $3.4M | 32k | 107.50 | |
| Microsoft Corporation (MSFT) | 2.3 | $3.2M | 8.6k | 373.02 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 2.2 | $3.1M | 139k | 22.64 | |
| Carrier Global Corporation (CARR) | 2.2 | $3.1M | 43k | 73.35 | |
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 2.2 | $3.1M | 124k | 24.66 | |
| Dell Technologies CL C (DELL) | 2.2 | $3.1M | 7.1k | 431.46 | |
| Boeing Company (BA) | 2.1 | $2.9M | 13k | 216.47 | |
| Apple (AAPL) | 2.1 | $2.9M | 9.9k | 289.35 | |
| Starbucks Corporation (SBUX) | 2.1 | $2.9M | 28k | 102.19 | |
| Fifth Third Ban (FITB) | 2.0 | $2.7M | 49k | 56.37 | |
| Ge Aerospace Com New (GE) | 1.9 | $2.7M | 7.2k | 373.73 | |
| Schwab Strategic Tr Long Term Us (SCHQ) | 1.8 | $2.5M | 79k | 31.30 | |
| Spdr Series Trust St Str Sp500div (SPYD) | 1.7 | $2.3M | 49k | 47.71 | |
| Key (KEY) | 1.7 | $2.3M | 101k | 23.05 | |
| At&t (T) | 1.5 | $2.2M | 105k | 20.70 | |
| Quanta Services (PWR) | 1.5 | $2.2M | 3.0k | 720.04 | |
| Zillow Group Cl A (ZG) | 1.5 | $2.1M | 68k | 31.37 | |
| Intel Corporation (INTC) | 1.5 | $2.1M | 15k | 139.63 | |
| Peak (DOC) | 1.5 | $2.1M | 98k | 21.40 | |
| Spdr Series Trust St Str P500etf (SPYM) | 1.5 | $2.1M | 24k | 87.88 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $2.0M | 64k | 31.71 | |
| Chesapeake Energy Corp (EXE) | 1.4 | $2.0M | 22k | 91.19 | |
| Ford Motor Company (F) | 1.4 | $2.0M | 144k | 13.90 | |
| USA Rare Earth Inc A (USAR) | 1.4 | $2.0M | 92k | 21.58 | |
| Tesla Motors (TSLA) | 1.4 | $1.9M | 4.6k | 420.60 | |
| Palo Alto Networks (PANW) | 1.4 | $1.9M | 5.7k | 341.02 | |
| Steel Dynamics (STLD) | 1.4 | $1.9M | 8.2k | 229.45 | |
| NVIDIA Corporation (NVDA) | 1.3 | $1.9M | 9.4k | 200.09 | |
| Valero Energy Corporation (VLO) | 1.3 | $1.8M | 6.8k | 260.44 | |
| Meta Platforms Cl A (META) | 1.3 | $1.8M | 3.1k | 563.29 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $1.7M | 15k | 116.67 | |
| Bank of America Corporation (BAC) | 1.2 | $1.7M | 29k | 56.98 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $1.6M | 48k | 33.84 | |
| Barclays Bank Ipath S&p 500 Sh (VXX) | 1.2 | $1.6M | 73k | 22.09 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.6M | 4.8k | 327.33 | |
| Cummins (CMI) | 1.1 | $1.6M | 2.2k | 713.21 | |
| National Retail Properties (NNN) | 1.1 | $1.6M | 33k | 46.53 | |
| Qxo Com New (QXO) | 1.1 | $1.6M | 90k | 17.28 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.1 | $1.5M | 63k | 24.66 | |
| Immunitybio (IBRX) | 1.1 | $1.5M | 174k | 8.76 | |
| CSX Corporation (CSX) | 1.1 | $1.5M | 31k | 47.53 | |
| Ishares Ethereum Tr SHS (ETHA) | 1.0 | $1.5M | 122k | 11.89 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $1.3M | 20k | 68.41 | |
| Waste Management (WM) | 0.9 | $1.3M | 5.8k | 222.88 | |
| Broadcom (AVGO) | 0.9 | $1.2M | 3.3k | 377.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.2M | 3.5k | 353.33 | |
| Neogenomics Com New (NEO) | 0.9 | $1.2M | 84k | 14.59 | |
| Kinder Morgan (KMI) | 0.9 | $1.2M | 38k | 31.97 | |
| Axogen (AXGN) | 0.9 | $1.2M | 26k | 46.19 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.1M | 19k | 57.62 | |
| Kinetik Holdings Com New Cl A (KNTK) | 0.8 | $1.1M | 23k | 48.34 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $1.1M | 11k | 100.28 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $1.1M | 32k | 33.29 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.6 | $769k | 8.4k | 91.64 |