MGO Private Wealth, LLC 13F Holdings · Q2 2026
MGO Private Wealth, LLC reported 27 securities worth $20.70M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (28.00%), BND (9.96%), VGK (6.87%). Among its top 25 positions this quarter: 2 new, 4 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $5.8M | 28.00% | 8,158 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $2.1M | 9.96% | 28,572 | Added |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | $1.4M | 6.87% | 15,405 | Trimmed |
| 4 | AGG | ISHARES TR | $1.4M | 6.64% | 14,127 | Trimmed |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | $1.2M | 5.66% | 10,402 | Trimmed |
| 6 | XLE | SELECT SECTOR SPDR TR | $743,317 | 3.59% | 12,352 | Trimmed |
| 7 | TIP | ISHARES TR | $698,321 | 3.37% | 6,535 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $663,998 | 3.21% | 11,006 | Trimmed |
| 9 | AAPL | APPLE INC | $469,991 | 2.27% | 1,525 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $467,621 | 2.26% | 605 | Added |
| 11 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $447,121 | 2.16% | 22,004 | Hold |
| 12 | IEMG | ISHARES INC | $440,285 | 2.13% | 5,534 | Trimmed |
| 13 | MLPX | GLOBAL X FDS | $435,256 | 2.10% | 5,916 | Trimmed |
| 14 | IEF | ISHARES TR | $424,470 | 2.05% | 4,576 | Trimmed |
| 15 | EUSA | ISHARES INC | $414,298 | 2.00% | 3,511 | Hold |
| 16 | VWOB | VANGUARD WHITEHALL FDS | $407,963 | 1.97% | 6,185 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $370,630 | 1.79% | 4,480 | Added |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $364,759 | 1.76% | 1,620 | New |
| 19 | NVDA | NVIDIA CORPORATION | $326,325 | 1.58% | 0 | Hold |
| 20 | QQQ | INVESCO QQQ TR | $299,882 | 1.45% | 416 | Trimmed |
| 21 | EWC | ISHARES INC | $279,573 | 1.35% | 4,546 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $267,587 | 1.29% | 1,230 | Hold |
| 23 | AMZN | AMAZON COM INC | $252,819 | 1.22% | 909 | New |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $238,400 | 1.15% | 4,092 | Hold |
| 25 | BSV | VANGUARD BD INDEX FDS | $231,373 | 1.12% | 2,987 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR