13F Filings History of MINDSET WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$381,442,050
Signature - Title
Christopher Plummer - CCO
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by MINDSET WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MINDSET WEALTH MANAGEMENT, LLC reported 184 stock holdings with total value $381,442,050 as of Q4 2025. Top holdings included NVDA, AAPL, CME, AMZN, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 184 $381,442,050 +$14,358,870 -$6,634,243 +$7,724,627 NVDA, AAPL, CME, AMZN, GOOGL 13F-HR 12 Feb 2026, 13:44
Q3 2025 177 $366,933,263 +$19,055,245 -$3,478,355 +$15,576,890 NVDA, AAPL, CME, AMZN, GOOGL 13F-HR 14 Nov 2025, 12:37
Q2 2025 153 $305,490,062 +$9,831,741 -$16,684,459 -$6,852,718 NVDA, AAPL, CME, AMZN, META 13F-HR 11 Aug 2025, 12:39
Q1 2025 148 $256,922,336 +$26,750,365 -$9,877,826 +$16,872,539 NVDA, AAPL, CME, AMZN, YUM 13F-HR 15 May 2025, 17:01
Q4 2024 136 $273,587,256 +$19,662,473 -$5,669,456 +$13,993,017 NVDA, AAPL, CME, AMZN, GOOGL 13F-HR 11 Feb 2025, 12:21
Q3 2024 128 $242,021,020 $0 $0 $0 NVDA, AAPL, CME, AMZN, AXP 13F-HR 13 Nov 2024, 17:30