MGO Private Wealth

MGO Private Wealth as of Dec. 31, 2025

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