The Analysis of MGO Private Wealth, LLC's Holdings

Currently, MGO Private Wealth, LLC holds 67 types of securities in its portfolio with a total value $161.5M. In the most recent quarter, they have increased their positions in TIP (+24.2K shares, valued at $2.7M), XLE (+20.1K shares, valued at $899.7K), VNQ (+7.1K shares, valued at $630.2K); decreased their positions in N/A (-3.1K shares, valued at $1.9M), TLH (-13.0K shares, valued at $1.3M), URA (-29.3K shares, valued at $1.3M); initiated new positions in TIP (+24.2K shares, valued at $2.7M), N/A (+776 shares, valued at $243.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS59.3K shares-4.90%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS172.9K shares-0.31%2025-12-312026-02-10

AGG ISHARES TR95.6K shares-2.21%2025-12-312026-02-10

VGK VANGUARD INTL EQUITY INDEX F94.4K shares-3.99%2025-12-312026-02-10

VPL VANGUARD INTL EQUITY INDEX F81.1K shares-4.09%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR9.6K shares-9.65%2025-12-312026-02-10

IEF ISHARES TR65.4K shares2.46%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F109.6K shares-2.93%2025-12-312026-02-10

Sponsored

AAPL APPLE INC19.4K shares-0.46%2025-12-312026-02-10

VTES VANGUARD WELLINGTON FD49.2K shares-2.63%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS89.7K shares-1.70%2025-12-312026-02-10

BXSL BLACKSTONE SECD LENDING FD110.2K shares-14.53%2025-12-312026-02-10

AMZN AMAZON COM INC12.4K shares-3.46%2025-12-312026-02-10

VO VANGUARD INDEX FDS9.8K shares-4.32%2025-12-312026-02-10

TIP ISHARES TR24.2K sharesnew addition2025-12-312026-02-10

EUSA ISHARES INC25.6K shares-4.79%2025-12-312026-02-10

Sponsored

VWOB VANGUARD WHITEHALL FDS35.6K shares-0.03%2025-12-312026-02-10

NVDA NVIDIA CORPORATION11.2K shares1.42%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR43.3K shares86.65%2025-12-312026-02-10

IEMG ISHARES INC28.5K shares-7.26%2025-12-312026-02-10

EWC ISHARES INC35.2K shares-4.84%2025-12-312026-02-10

IEUR ISHARES TR26.6K shares-16.09%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC3.6K shares-2.19%2025-12-312026-02-10

VNQ VANGUARD INDEX FDS18.7K shares61.35%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC5.1K shares0.00%2025-12-312026-02-10

MLPX GLOBAL X FDS21.0K shares11.10%2025-12-312026-02-10

LTPZ PIMCO ETF TR24.3K shares-0.03%2025-12-312026-02-10

MSFT MICROSOFT CORP2.5K shares-4.14%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.6K shares-4.92%2025-12-312026-02-10

VGIT VANGUARD SCOTTSDALE FDS17.6K shares0.00%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-26.17%2025-12-312026-02-10

DTD WISDOMTREE TR12.1K shares-0.67%2025-12-312026-02-10

Sponsored

GLD SPDR GOLD TR2.3K shares-26.49%2025-12-312026-02-10

EWL ISHARES INC13.8K shares-5.15%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2025-12-312026-02-10

TSLA TESLA INC1.5K shares0.00%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW790 shares-0.38%2025-12-312026-02-10

TLH ISHARES TR6.5K shares-66.62%2025-12-312026-02-10

SPIB SPDR SERIES TRUST19.4K shares0.00%2025-12-312026-02-10

META META PLATFORMS INC947 shares-5.30%2025-12-312026-02-10

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.4K shares-4.69%2025-12-312026-02-10

URA GLOBAL X FDS13.4K shares-68.52%2025-12-312026-02-10

PAVE GLOBAL X FDS9.4K shares-2.23%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.1.4K shares0.00%2025-12-312026-02-10

VCSH VANGUARD SCOTTSDALE FDS5.5K shares0.29%2025-12-312026-02-10

IXC ISHARES TR8.8K shares0.00%2025-12-312026-02-10

EPI WISDOMTREE TR7.9K shares-3.58%2025-12-312026-02-10

SPHY SPDR SERIES TRUST14.9K shares-10.31%2025-12-312026-02-10

Sponsored

OKLO OKLO INC4.6K shares20.87%2025-12-312026-02-10

SMH VANECK ETF TRUST904 shares-2.16%2025-12-312026-02-10

BSV VANGUARD BD INDEX FDS4.1K shares-0.68%2025-12-312026-02-10

DIS DISNEY WALT CO2.8K shares-9.93%2025-12-312026-02-10

IJH ISHARES TR4.6K shares-31.58%2025-12-312026-02-10

NFLX NETFLIX INC3.2K shares900.00%2025-12-312026-02-10

BROADCOM INC BROADCOM INC836 shares-8.23%2025-12-312026-02-10

VUG VANGUARD INDEX FDS559 shares-15.17%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC776 sharesnew addition2025-12-312026-02-10

PML PIMCO MUN INCOME FD II31.0K shares-4.29%2025-12-312026-02-10

WMT WALMART INC2.1K shares0.00%2025-12-312026-02-10

HOOD ROBINHOOD MKTS INC2.0K shares-15.71%2025-12-312026-02-10

VGSH VANGUARD SCOTTSDALE FDS3.9K shares0.00%2025-12-312026-02-10

VTIP VANGUARD MALVERN FDS4.5K shares0.00%2025-12-312026-02-10

MA MASTERCARD INCORPORATED379 shares0.00%2025-12-312026-02-10

IJR ISHARES TR1.7K shares-0.51%2025-12-312026-02-10

Sponsored

UNH UNITEDHEALTH GROUP INC626 shares0.00%2025-12-312026-02-10

SOXX ISHARES TR674 shares-23.67%2025-12-312026-02-10

STGW STAGWELL INC31.7K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available