Investor
MGO Private Wealth, LLC
CIK 0001952532 · filed 2026-05-15 · SEC filing
13F book
$18.6M
Positions
24
1 new · 44 sold
Largest name
27.1%
Vanguard Index Fds
Est. mark
−$58.1K
Price effect on 23 names still held. Flow −$143.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 8.44K | $5.05M | 27.1% | −$249.8K | Cut−$32.2M |
| Vanguard Bd Index Fds | — | 26K | $1.92M | 10.3% | −$11.2K | Cut−$10.9M |
| Ishares Tr | — | 14.2K | $1.4M | 7.5% | −$8.63K | Cut−$8.14M |
| Vanguard Intl Equity Index F | — | 15.9K | $1.31M | 7.0% | −$18.8K | Cut−$6.58M |
| Vanguard Intl Equity Index F | — | 10.7K | $1.05M | 5.6% | $78.5K | Cut−$6.28M |
| Select Sector Spdr Tr | — | 12.5K | $767.5K | 4.1% | $207.4K | Cut−$1.17M |
| Vanguard Intl Equity Index F | — | 11.9K | $642.3K | 3.5% | $3.47K | Cut−$5.25M |
| Apple Inc. | AAPL | 2.17K | $551.8K | 3.0% | −$39.2K | Cut−$4.73M |
| Vanguard Whitehall Fds | — | 8.13K | $534.2K | 2.9% | −$14.1K | Cut−$1.87M |
| Ishares Tr | — | 5.11K | $487.7K | 2.6% | −$3.68K | Cut−$5.8M |
| Ishares Tr | — | 4.27K | $471K | 2.5% | $1.9K | Cut−$2.18M |
| Simplify Exchange Traded Fun | — | 22K | $464.3K | 2.5% | — | New |
| Global X Fds | — | 5.97K | $441.3K | 2.4% | $80K | Cut−$831.6K |
| Ishares Inc | — | 5.76K | $402.1K | 2.2% | $14.6K | Cut−$1.51M |
| Spdr S&P 500 Etf Tr | — | 579 | $376.7K | 2.0% | −$18.1K | Cut−$6.15M |
| Ishares Inc | — | 3.51K | $357.3K | 1.9% | −$5.62K | Cut−$2.29M |
| Blackstone Secd Lending Fd | — | 14.5K | $344K | 1.8% | −$38.3K | Cut−$2.56M |
| Vanguard Index Fds | — | 1.17K | $336.6K | 1.8% | −$3.56K | Cut−$2.51M |
| Ishares Inc | — | 4.72K | $258.7K | 1.4% | $4.05K | Cut−$1.64M |
| Pimco Etf Tr | — | 5K | $255.4K | 1.4% | −$3.6K | Cut−$1M |
| Invesco Qqq Tr | — | 426 | $245.9K | 1.3% | −$15.8K | Cut−$785.5K |
| Vanguard Scottsdale Fds | — | 4.09K | $243.7K | 1.3% | −$1.55K | Cut−$809.7K |
| Vanguard Bd Index Fds | — | 2.99K | $234.2K | 1.3% | −$1.19K | Cut−$89.1K |
| Nvidia Corp | NVDA | 1.23K | $214.5K | 1.2% | −$14.9K | Cut−$1.88M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.