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MINDSET WEALTH MANAGEMENT, LLC 13F portfolio summary

MINDSET WEALTH MANAGEMENT, LLC of MINDSET WEALTH MANAGEMENT, LLC has 191 current stock holdings with a reported portfolio value of $519.1M. The portfolio 1 year return is +31.82%. Top holdings include NVDA (45.64%), AAPL (14.29%), UUUU (2.86%), AMZN (1.97%), META (1.38%).

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MINDSET WEALTH MANAGEMENT, LLC

MINDSET WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

MINDSET WEALTH MANAGEMENT, LLC runs MINDSET WEALTH MANAGEMENT, LLC and currently holds 191 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $519.14M. Their top holdings are NVDA, AAPL, UUUU, AMZN, META. The top five represent 66.1% of reported portfolio weight. MINDSET WEALTH MANAGEMENT, LLC ranks #676 out of 1000 investors tracked by Alpha Score. They added to 62 existing positions. They trimmed 29 positions. Their current best-performing preview position is ALAB with returns of +340.71%.

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Top 5 Holdings
NVDA45.6%
AAPL14.3%
UUUU2.9%
AMZN2.0%
META1.4%
Top 5: 66.1%
Portfolio Returns
1 Year
+31.82%
#330/1000
3 Year
+51.15%
#685/1000
5 Year
+51.15%
#683/1000

Portfolio Value

$519.14M

Alpha Score

43.8

#676 of 1000

Holdings

191

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191 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
45.64%$137.88$214.76+55.76%
Added
+25.17%
AAPL
APPLE INC
14.29%$242.15$309.35+27.75%
Added
+16.34%
UUUU
ENERGY FUELS INC
2.86%$15.56$15.14-2.70%
Added
+241.46%
AMZN
AMAZON COM INC
1.97%$200.46$258.63+29.02%
Added
+22.35%
META
META PLATFORMS INC
1.38%$577.19$549.90-4.73%
Added
+135.31%
CME
CME GROUP INC
1.34%$220.72$274.98+24.58%
Added
+1.61%
AMD
ADVANCED MICRO DEVICES INC
1.23%$155.47$473.25+204.40%
Trimmed
-1.65%
GLW
CORNING INC
1.09%$49.19$149.82+204.57%
Added
+1.75%
GOOGL
ALPHABET INC
1.04%$179.00$344.82+92.64%
Added
+5.79%
MU
MICRON TECHNOLOGY INC
1.00%$238.73$966.78+304.97%
Added
+11.19%

Showing 1-10 of 191