Notify me when MGO Private Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 67 | $161,505,390 | +$5,061,234 | -$11,028,457 | -$5,967,223 | VOO, BND, AGG, VGK, VPL | 13F-HR | 10 Feb 2026, 11:46 |
| Q3 2025 | 67 | $166,769,892 | +$5,874,664 | -$3,436,966 | +$2,437,698 | VOO, BND, AGG, VGK, VPL | 13F-HR | 14 Nov 2025, 08:46 |
| Q2 2025 | 61 | $156,190,585 | +$14,127,952 | -$8,961,711 | +$5,166,241 | VOO, BND, AGG, VGK, VPL | 13F-HR | 22 Jul 2025, 10:36 |
| Q1 2025 | 55 | $141,790,076 | +$10,750,086 | -$8,174,245 | +$2,575,841 | VOO, BND, AGG, VGK, SPY | 13F-HR | 21 Apr 2025, 13:02 |
| Q4 2024 | 58 | $140,561,377 | +$11,465,257 | -$10,009,139 | +$1,456,118 | VOO, BND, AGG, VGIT, SPY | 13F-HR | 10 Feb 2025, 10:18 |
| Q3 2024 | 60 | $140,494,351 | +$7,296,142 | -$32,465,806 | -$25,169,664 | VOO, VGIT, AGG, BND, VGK | 13F-HR | 08 Nov 2024, 15:26 |
| Q2 2024 | 82 | $159,195,567 | +$7,452,740 | -$9,429,845 | -$1,977,105 | VOO, VGIT, AGG, BND, VUG | 13F-HR | 02 Aug 2024, 13:58 |
| Q1 2024 | 80 | $159,363,518 | +$12,952,090 | -$6,151,208 | +$6,800,882 | VOO, VGIT, AGG, BND, VGK | 13F-HR | 18 Apr 2024, 12:24 |
| Q4 2023 | 74 | $145,472,501 | +$18,329,666 | -$18,192,089 | +$137,577 | VOO, AGG, BND, VGIT, VGK | 13F-HR | 05 Feb 2024, 12:25 |
| Q3 2023 | 68 | $133,936,570 | +$13,877,064 | -$7,987,577 | +$5,889,487 | VOO, BND, VPL, VGK, SPY | 13F-HR | 01 Nov 2023, 09:46 |
| Q2 2023 | 68 | $132,842,293 | +$17,716,900 | -$17,263,236 | +$453,664 | VOO, BND, SPY, VGK, VPL | 13F-HR | 13 Jul 2023, 13:50 |
| Q1 2023 | 73 | $127,579,193 | +$13,883,933 | -$115,852,333 | -$101,968,400 | VOO, BND, SPY, VGK, VPL | 13F-HR | 17 Apr 2023, 09:30 |
| Q4 2022 | 128 | $219,124,154 | +$48,872,571 | -$47,894,292 | +$978,279 | SPY, VOO, BND, BSV, SPLG | 13F-HR | 02 Feb 2023, 15:13 |
| Q3 2022 | 130 | $210,240,000 | $0 | $0 | $0 | SPY, BSV, AGG, BND, VOO | 13F-HR | 14 Nov 2022, 16:22 |