13F Filings History of MGB Wealth Management, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$349,593,745
Signature - Title
Michael Bailey - CCO/Managing Director
Location
Addison, TX
Summary
This page shows a list of all the recent 13F filings made by MGB Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MGB Wealth Management, LLC reported 308 stock holdings with total value $349,593,745 as of Q4 2025. Top holdings included APP, QQQ, MSFT, SPY, and AVGO.

Notify me when MGB Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 308 $349,593,745 +$20,314,417 -$24,206,205 -$3,891,788 APP, QQQ, MSFT, SPY, AVGO 13F-HR 17 Feb 2026, 16:00
Q3 2025 313 $353,984,692 +$16,642,128 -$22,971,997 -$6,329,869 APP, QQQ, MSFT, AVGO, SPY 13F-HR 12 Nov 2025, 08:19
Q2 2025 305 $303,525,906 +$20,435,404 -$29,098,952 -$8,663,548 APP, QQQ, MSFT, SPY, AVGO 13F-HR 14 Aug 2025, 16:56
Q1 2025 292 $276,453,369 +$27,139,085 -$49,310,260 -$22,171,175 APP, QQQ, MSFT, SPY, AAPL 13F-HR 09 May 2025, 15:11
Q4 2024 286 $322,206,052 +$21,275,364 -$40,719,142 -$19,443,778 APP, QQQ, MSFT, AVGO, XSD 13F-HR 29 Jan 2025, 17:05
Q3 2024 274 $273,935,064 +$12,532,053 -$18,654,965 -$6,122,912 APP, QQQ, MSFT, NVDA, XSD 13F-HR 12 Nov 2024, 16:44
Q2 2024 277 $267,403,938 +$17,796,729 -$5,060,237 +$12,736,492 APP, QQQ, MSFT, XSD, NVDA 13F-HR 12 Aug 2024, 14:01
Q1 2024 264 $246,167,033 +$33,224,382 -$3,267,976 +$29,956,406 APP, QQQ, MSFT, XSD, SPY 13F-HR 06 May 2024, 16:45
Q4 2023 258 $199,005,622 $0 $0 $0 QQQ, MSFT, XSD, AAPL, SPY 13F-HR 22 Apr 2024, 21:39