MGO Private Wealth

MGO Private Wealth as of June 30, 2025

Portfolio Holdings for MGO Private Wealth

MGO Private Wealth holds 61 positions in its portfolio as reported in the June 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) 23.4 $37M 64k 568.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.5 $12M 160k 73.63
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $9.7M 98k 99.20
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.8 $7.5M 97k 77.50
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.5 $7.0M 85k 82.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $6.7M 11k 617.84
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.8 $6.0M 62k 95.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $5.6M 113k 49.46
Vanguard Wellington Short Trm Tax Ex (VTES) 2.9 $4.5M 44k 100.93
Apple (AAPL) 2.6 $4.1M 20k 205.17
Blackstone Secd Lending Common Stock (BXSL) 2.5 $4.0M 129k 30.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $3.7M 76k 49.03
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $2.9M 10k 279.83
Amazon (AMZN) 1.7 $2.7M 12k 219.39
Ishares Msci Equal Weite (EUSA) 1.7 $2.6M 26k 99.12
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.5 $2.4M 36k 65.35
Ishares Tr Core Msci Euro (IEUR) 1.3 $2.1M 32k 66.20
Select Sector Spdr Tr Energy (XLE) 1.3 $2.0M 23k 84.81
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.2 $1.9M 19k 101.60
Ishares Core Msci Emkt (IEMG) 1.2 $1.8M 31k 60.03
Crowdstrike Hldgs Cl A (CRWD) 1.1 $1.8M 3.5k 509.31
Ishares Msci Cda Etf (EWC) 1.1 $1.7M 37k 46.20
Global X Fds Global X Uranium (URA) 1.1 $1.7M 43k 38.81
NVIDIA Corporation (NVDA) 1.0 $1.6M 10k 157.98
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.0 $1.5M 26k 59.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $1.4M 17k 82.92
Microsoft Corporation (MSFT) 0.9 $1.3M 2.7k 497.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.3M 2.4k 551.64
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.8 $1.2M 23k 52.47
Global X Fds Glb X Mlp Enrg I (MLPX) 0.7 $1.2M 19k 62.66
Wisdomtree Tr Us Total Dividnd (DTD) 0.7 $1.1M 14k 79.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.1M 6.2k 181.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.0M 11k 89.06
Spdr Gold Tr Gold Shs (GLD) 0.6 $956k 3.1k 304.83
Alphabet Cap Stk Cl A (GOOGL) 0.6 $900k 5.1k 176.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $822k 1.7k 485.77
Costco Wholesale Corporation (COST) 0.5 $785k 793.00 989.94
Ishares Msci Switzerland (EWL) 0.5 $775k 14k 54.81
Spdr Series Trust Portfolio Intrmd (SPIB) 0.5 $765k 23k 33.58
Meta Platforms Cl A (META) 0.4 $686k 929.00 738.09
Tesla Motors (TSLA) 0.4 $596k 1.9k 317.66
Walt Disney Company (DIS) 0.4 $583k 4.7k 124.02
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $512k 12k 43.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $437k 5.5k 79.49
Netflix (NFLX) 0.3 $423k 316.00 1339.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $417k 6.7k 62.02
JPMorgan Chase & Co. (JPM) 0.3 $404k 1.4k 289.91
Spdr Series Trust Portfli High Yld (SPHY) 0.3 $397k 17k 23.80
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $374k 7.9k 47.47
Ishares Tr Global Energ Etf (IXC) 0.2 $347k 8.8k 39.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $327k 4.2k 78.70
Vanguard Index Fds Growth Etf (VUG) 0.2 $289k 659.00 438.40
Palantir Technologies Cl A (PLTR) 0.2 $278k 2.0k 136.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $267k 958.00 278.88
Draftkings Com Cl A (DKNG) 0.1 $228k 5.3k 42.89
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $228k 3.9k 58.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $227k 4.5k 50.27
Broadcom (AVGO) 0.1 $218k 792.00 275.65
Mastercard Incorporated Cl A (MA) 0.1 $213k 379.00 561.94
Airbnb Com Cl A (ABNB) 0.1 $201k 1.5k 132.34
Wal-Mart Stores (WMT) 0.1 $201k 2.1k 97.78