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Asset Manager ← All Institutions

MGO Private Wealth, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$826M
+411.3%
Holdings
68
-1
New Purchases
1
Added To
0
Closed
44
Reduced
23
Top 10 Concentration
99.4%
Turnover
66.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TUA 56.22% 0.00% +56.22% $464M
BXSL 41.65% 1.80% +39.86% $344M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 0.61% 23.04% -22.43% $5M
BND 0.23% 7.93% -7.70% $2M
AGG 0.17% 5.91% -5.74% $1M
VGK 0.16% 4.89% -4.73% $1M
VPL 0.13% 4.54% -4.41% $1M
SPY 0.05% 4.04% -3.99% $377K
IEF 0.06% 3.89% -3.83% $488K
VWO 0.08% 3.65% -3.57% $642K
AAPL 0.07% 3.27% -3.20% $552K
VTES 0.00% 3.10% -3.10% $0
VTEB 0.00% 2.79% -2.79% $0
AMZN 0.00% 1.77% -1.77% $0
VO 0.04% 1.76% -1.72% $337K
EUSA 0.04% 1.64% -1.60% $357K
TIP 0.06% 1.64% -1.59% $471K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 23 $9M 1.1%
Large Cap 29 $7M 0.8%
Mid Cap 8 $345M 41.8%
Small Cap 8 $465M 56.3%

Portfolio Analytics

Avg Market Cap
$598.5B
Median Market Cap
$69.2B
Avg P/E
52.8
Median P/E
29.1
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
23
# ETFs / Funds
45

Top Holdings (68 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TUA 56.22% 22,004 $464M $21,099.98 +22,004 NEW
2 BXSL 41.65% 14,520 $344M $23,690.01 $341M -95,670 -86.8%
3 VOO 0.61% 8,444 $5M $597.55 -$32M -50,892 -85.8%
4 BND 0.23% 26,034 $2M $73.64 -$11M -146,854 -84.9%
5 AGG 0.17% 14,152 $1M $99.27 -$8M -81,432 -85.2%
6 VGK 0.16% 15,879 $1M $82.43 -$7M -78,512 -83.2%
7 VPL 0.13% 10,713 $1M $97.73 -$6M -70,350 -86.8%
8 XLE 0.09% 12,529 $768K $61.26 -$1M -30,819 -71.1%
9 VWO 0.08% 11,883 $642K $54.05 -$5M -97,668 -89.2%
10 AAPL 0.07% 2,174 $552K $253.84 -$5M -17,263 -88.8%
11 VWOB 0.06% 8,132 $534K $65.69 -$2M -27,514 -77.2%
12 IEF 0.06% 5,110 $488K $95.44 -$6M -60,255 -92.2%
13 TIP 0.06% 4,268 $471K $110.35 -$2M -19,887 -82.3%
14 MLPX 0.05% 5,968 $441K $73.94 -$832K -15,060 -71.6%
15 IEMG 0.05% 5,765 $402K $69.75 -$2M -22,710 -79.8%
16 SPY 0.05% 579 $377K $650.68 -$6M -8,990 -94.0%
17 EUSA 0.04% 3,511 $357K $101.77 -$2M -22,127 -86.3%
18 VO 0.04% 1,172 $337K $287.18 -$3M -8,646 -88.1%
19 EWC 0.03% 4,722 $259K $54.79 -$2M -30,462 -86.6%
20 LTPZ 0.03% 5,005 $255K $51.03 -$1M -19,332 -79.4%
21 QQQ 0.03% 426 $246K $577.18 -$786K -1,253 -74.6%
22 VGIT 0.03% 4,092 $244K $59.55 -$810K -13,485 -76.7%
23 BSV 0.03% 2,987 $234K $78.41 -$89K -1,115 -27.2%
24 NVDA 0.03% 1,230 $215K $174.40 -$2M -9,991 -89.0%
25 VTIP —% -$223K -4,518 -100.0% SOLD
26 RSP —% -$1M -5,643 -100.0% SOLD
27 VGSH —% -$228K -3,884 -100.0% SOLD
28 DIS —% -$315K -2,768 -100.0% SOLD
29 OKLO —% -$333K -4,639 -100.0% SOLD
30 IEUR —% -$2M -26,580 -100.0% SOLD
31 TLH —% -$662K -6,514 -100.0% SOLD
32 SPHY —% -$354K -14,941 -100.0% SOLD
33 NFLX —% -$296K -3,160 -100.0% SOLD
34 META —% -$625K -947 -100.0% SOLD
35 SPIB —% -$655K -19,375 -100.0% SOLD
36 IJH —% -$304K -4,602 -100.0% SOLD
37 MSFT —% -$1M -2,544 -100.0% SOLD
38 VUG —% -$273K -559 -100.0% SOLD
39 AVGO —% -$289K -836 -100.0% SOLD
40 EWL —% -$827K -13,785 -100.0% SOLD
41 JPM —% -$449K -1,393 -100.0% SOLD
42 PLTR —% -$607K -3,414 -100.0% SOLD
43 GLD —% -$922K -2,326 -100.0% SOLD
44 SMH —% -$326K -904 -100.0% SOLD
45 PAVE —% -$451K -9,443 -100.0% SOLD
46 CRWD —% -$2M -3,567 -100.0% SOLD
47 IXC —% -$371K -8,838 -100.0% SOLD
48 IJR —% -$210K -1,748 -100.0% SOLD
49 TSLA —% -$684K -1,521 -100.0% SOLD
50 VTEB —% -$5M -89,736 -100.0% SOLD
51 URA —% -$575K -13,447 -100.0% SOLD
52 SOXX —% -$203K -674 -100.0% SOLD
53 WMT —% -$229K -2,058 -100.0% SOLD
54 COST —% -$681K -790 -100.0% SOLD
55 GOOGL —% -$2M -5,106 -100.0% SOLD
56 GOOG —% -$244K -776 -100.0% SOLD
57 VCSH —% -$440K -5,519 -100.0% SOLD
58 STGW —% -$155K -31,698 -100.0% SOLD
59 BRK-B —% -$793K -1,577 -100.0% SOLD
60 VNQ —% -$2M -18,731 -100.0% SOLD
61 PML —% -$234K -31,025 -100.0% SOLD
62 HOOD —% -$229K -2,022 -100.0% SOLD
63 MA —% -$216K -379 -100.0% SOLD
64 UNH —% -$207K -626 -100.0% SOLD
65 EPI —% -$367K -7,934 -100.0% SOLD
66 DTD —% -$1M -12,056 -100.0% SOLD
67 AMZN —% -$3M -12,379 -100.0% SOLD
68 VTES —% -$5M -49,226 -100.0% SOLD

New Positions

SymbolValue% Port
TUA $464M 56.22%

Sold Out Positions

SymbolValue% Port
DIS —%
JPM —%
OKLO —%
PML —%
MA —%
UNH —%
HOOD —%
COST —%
AMZN —%
CRWD —%
META —%
PAVE —%
SMH —%
STGW —%
RSP —%
View SEC EDGAR Filings for MGO Private Wealth, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms