MGO Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, MGO Private Wealth, LLC held in its portfolio 66 assets valued at $161,505,390 (i.e. $161.51M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($37.21M), VANGUARD BD INDEX FDS ($12.81M), and ISHARES TR ($9.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MGO Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 59336 | 37211386 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 172888 | 12805805 | TOTAL BND MRKT |
| ISHARES TR | 95584 | 9546930 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 94391 | 7892029 | FTSE EUROPE ETF |
| VANGUARD INTL EQUITY INDEX F | 81063 | 7328055 | FTSE PACIFIC ETF |
| SPDR S&P 500 ETF TR | 9569 | 6525362 | TR UNIT |
| ISHARES TR | 65365 | 6285498 | 7-10 YR TRSY BD |
| VANGUARD INTL EQUITY INDEX F | 109551 | 5889451 | FTSE EMR MKT ETF |
| APPLE INC | 19437 | 5284028 | COM |
| VANGUARD WELLINGTON FD | 49226 | 5000131 | SHORT TRM TAX EX |
| VANGUARD MUN BD FDS | 89736 | 4512823 | TAX EXEMPT BD |
| BLACKSTONE SECD LENDING FD | 110190 | 2901303 | COMMON STOCK |
| AMAZON COM INC | 12379 | 2857350 | COM |
| VANGUARD INDEX FDS | 9818 | 2849380 | MID CAP ETF |
| ISHARES TR | 24155 | 2654832 | TIPS BD ETF |
| ISHARES INC | 25638 | 2650200 | MSCI EQUAL WEITE |
| VANGUARD WHITEHALL FDS | 35646 | 2403610 | EM MK GOV BD ETF |
| NVIDIA CORPORATION | 11221 | 2092624 | COM |
| SELECT SECTOR SPDR TR | 43348 | 1938071 | STATE STREET ENE |
| ISHARES INC | 28475 | 1914090 | CORE MSCI EMKT |
| ISHARES INC | 35184 | 1897490 | MSCI CDA ETF |
| ISHARES TR | 26580 | 1886648 | CORE MSCI EURO |
| CROWDSTRIKE HLDGS INC | 3567 | 1672067 | CL A |
| VANGUARD INDEX FDS | 18731 | 1657506 | REAL ESTATE ETF |
| ALPHABET INC | 5106 | 1598273 | CAP STK CL A |
| GLOBAL X FDS | 21028 | 1272844 | GLB X MLP ENRG I |
| PIMCO ETF TR | 24337 | 1259440 | 15+ YR US TIPS |
| MICROSOFT CORP | 2544 | 1230478 | COM |
| INVESCO EXCHANGE TRADED FD T | 5643 | 1080973 | S&P500 EQL WGT |
| VANGUARD SCOTTSDALE FDS | 17577 | 1053390 | INTER TERM TREAS |
| INVESCO QQQ TR | 1679 | 1031426 | UNIT SER 1 |
| WISDOMTREE TR | 12056 | 1023300 | US TOTAL DIVIDND |
| SPDR SERIES TRUST | 34316 | 1008722 | STATE STREET SPD |
| SPDR GOLD TR | 2326 | 921817 | GOLD SHS |
| ISHARES INC | 13785 | 826549 | MSCI SWITZERLAND |
| BERKSHIRE HATHAWAY INC DEL | 1577 | 792679 | CL B NEW |
| TESLA INC | 1521 | 684024 | COM |
| COSTCO WHSL CORP NEW | 790 | 681249 | COM |
| ISHARES TR | 6514 | 662278 | 10-20 YR TRS ETF |
| META PLATFORMS INC | 947 | 625105 | CL A |
| PALANTIR TECHNOLOGIES INC | 3414 | 606839 | CL A |
| GLOBAL X FDS | 13447 | 574590 | GLOBAL X URANIUM |
| GLOBAL X FDS | 9443 | 451281 | US INFR DEV ETF |
| JPMORGAN CHASE & CO. | 1393 | 448852 | COM |
| VANGUARD SCOTTSDALE FDS | 5519 | 440034 | SHRT TRM CORP BD |
| ISHARES TR | 8838 | 370577 | GLOBAL ENERG ETF |
| WISDOMTREE TR | 7934 | 367265 | INDIA ERNGS FD |
| OKLO INC | 4639 | 332895 | COM CL A |
| VANECK ETF TRUST | 904 | 325558 | SEMICONDUCTR ETF |
| VANGUARD BD INDEX FDS | 4102 | 323279 | SHORT TRM BOND |
| DISNEY WALT CO | 2768 | 314894 | COM |
| ISHARES TR | 4602 | 303715 | CORE S&P MCP ETF |
| NETFLIX INC | 3160 | 296282 | COM |
| BROADCOM INC | 836 | 289340 | COM |
| VANGUARD INDEX FDS | 559 | 272714 | GROWTH ETF |
| ALPHABET INC | 776 | 243509 | CAP STK CL C |
| PIMCO MUN INCOME FD II | 31025 | 233929 | COM |
| WALMART INC | 2058 | 229286 | COM |
| ROBINHOOD MKTS INC | 2022 | 228688 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 3884 | 228107 | SHORT TERM TREAS |
| VANGUARD MALVERN FDS | 4518 | 223474 | STRM INFPROIDX |
| MASTERCARD INCORPORATED | 379 | 216364 | CL A |
| ISHARES TR | 1748 | 210075 | CORE S&P SCP ETF |
| UNITEDHEALTH GROUP INC | 626 | 206649 | COM |
| ISHARES TR | 674 | 202975 | ISHARES SEMICDTR |
| STAGWELL INC | 31698 | 155003 | COM CL A |
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