MGO Private Wealth, LLC
CIK: 0001952532SEC EDGAR →
Portfolio Value
$161.5M
Holdings
67
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 59,336 | $37.2M | 23.04% |
| 2 | VANGUARD BD INDEX FDS | 172,888 | $12.8M | 7.93% |
| 3 | ISHARES TR | 95,584 | $9.5M | 5.91% |
| 4 | VANGUARD INTL EQUITY INDEX F | 94,391 | $7.9M | 4.89% |
| 5 | VANGUARD INTL EQUITY INDEX F | 81,063 | $7.3M | 4.54% |
| 6 | SPDR S&P 500 ETF TR | 9,569 | $6.5M | 4.04% |
| 7 | ISHARES TR | 65,365 | $6.3M | 3.89% |
| 8 | VANGUARD INTL EQUITY INDEX F | 109,551 | $5.9M | 3.65% |
| 9 | APPLE INC | 19,437 | $5.3M | 3.27% |
| 10 | VANGUARD WELLINGTON FD | 49,226 | $5.0M | 3.10% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $138.7M | 85.9% |
| Technology | 7 | $11.4M | 7.1% |
| Consumer Cyclical | 2 | $3.5M | 2.2% |
| Communication Services | 6 | $3.2M | 2.0% |
| Unknown | 4 | $3.2M | 2.0% |
| Consumer Defensive | 2 | $910K | 0.6% |
| Utilities | 1 | $332K | 0.2% |
| Healthcare | 1 | $206K | 0.1% |