MGB Wealth Management, LLC - Portfolio overview

MGB Wealth Management, LLC has 338 reported holdings in this dataset, with the latest filing dated 2026-02-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. APP - APPLOVIN CORP, 15.01%
2. QQQ - INVESCO QQQ TR, 5.15%
3. MSFT - MICROSOFT CORP, 3.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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