MGO Private Wealth

MGO Private Wealth as of Sept. 30, 2025

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