13F Filings History of MINDSET WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$366,933,263
Signature - Title
Michelle Eldridge - SR. COMPLIANCE OFFICER
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 177 stock holdings with total value $366,933,263 as of Q3 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
Q3 2025 177 $366,933,263 +$19,055,247 -$3,478,355 +$15,576,892 NVDA, AAPL, CME, AMZN, GOOGL 13F-HR 14 Nov 2025, 12:37
Q2 2025 153 $305,490,062 +$9,831,739 -$16,684,464 -$6,852,725 NVDA, AAPL, CME, AMZN, META 13F-HR 11 Aug 2025, 12:39
Q1 2025 148 $256,922,336 +$26,750,362 -$9,877,826 +$16,872,536 NVDA, AAPL, CME, AMZN, YUM 13F-HR 15 May 2025, 17:01
Q4 2024 136 $273,587,256 +$19,662,474 -$5,669,456 +$13,993,018 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