CIK 2044232
MINDSET WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
183
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SSRM | SSR MINING IN | 19K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 377 | $100K–$500K | SH |
| ALAB | ASTERA LABS INC | 2K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 570 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| SEI | SOLARIS ENERGY INFRAS INC | 8K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2K | $100K–$500K | SH |
| SITM | SITIME CORP | 988 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 27K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 698 | $100K–$500K | SH |
| MTZ | MASTEC INC | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| XYZ | BLOCK INC | 5K | $100K–$500K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 4K | $100K–$500K | SH |
| CFLT | CONFLUENT INC | 10K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| WGS | GENEDX HOLDINGS CORP | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| AEE | AMEREN CORP | 3K | $100K–$500K | SH |
| SPXC | SPX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| NRIM | NORTHRIM BANCORP INC | 11K | $100K–$500K | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 15K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| CDE | COEUR MNG INC | 16K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 6K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| T | AT&T INC | 11K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 141 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| PLMR | PALOMAR HLDGS INC | 2K | $100K–$500K | SH |
| UPWK | UPWORK INC | 14K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 272 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 17K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| SEZL | SEZZLE INC | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 750 | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 6K | $100K–$500K | SH |