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MINDSET WEALTH MANAGEMENT, LLC 13F portfolio summary

MINDSET WEALTH MANAGEMENT, LLC of MINDSET WEALTH MANAGEMENT, LLC has 176 current stock holdings with a reported portfolio value of $372.5M. The portfolio 1 year return is +36.71%. Top holdings include QQQ (0.00%), SPY (0.00%), NVDA (44.62%), AAPL (15.13%), CME (2.48%).

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MINDSET WEALTH MANAGEMENT, LLC

MINDSET WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

MINDSET WEALTH MANAGEMENT, LLC runs MINDSET WEALTH MANAGEMENT, LLC and currently holds 176 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $372.50M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MINDSET WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MINDSET WEALTH MANAGEMENT, LLC's portfolio at MINDSET WEALTH MANAGEMENT, LLC has delivered returns of +36.71%. Their 3-year annualized return is +28.97%. Looking at the 5-year horizon, MINDSET WEALTH MANAGEMENT, LLC has achieved +28.97% annualized returns at MINDSET WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+36.71%
#0/1000
3 Year
+28.97%
#0/1000
5 Year
+28.97%
#0/1000

Portfolio Value

$372.50M

Alpha Score

27.2

#0 of 1000

Holdings

176

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change