MINDSET WEALTH MANAGEMENT, LLC Diversified Active

Location: Indianapolis, IN

CIK: 0002044232 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $381M (100.0% shares, 0.0% debt)

Holdings (183)

NVDA NVIDIA CORPORATION 46.2%
Value $176M Shares 945,425 Est. Cost $120.62 Unrealized +54.3%
AAPL APPLE INC 15.6%
Value $59.59M Shares 219,183 Est. Cost $222.91 Unrealized +20.4%
CME CME GROUP INC 2.2%
Value $8.465M Shares 31,000 Est. Cost $196.43 Unrealized +37.8%
AMZN AMAZON COM INC 2.0%
Value $7.777M Shares 33,691 Est. Cost $190.59 Unrealized +20.0%
GOOGL ALPHABET INC 1.2%
Value $4.599M Shares 14,693 Est. Cost $169.49 Unrealized +68.5%
AVGO BROADCOM INC 1.0%
Value $3.955M Shares 11,427 Est. Cost $162.62 Unrealized +119.5%
META META PLATFORMS INC 0.9%
Value $3.5M Shares 5,302 Est. Cost $558.37 Unrealized +19.5%
AXP AMERICAN EXPRESS CO 0.9%
Value $3.344M Shares 9,039 Est. Cost $247.47 Unrealized +44.2%
YUM YUM BRANDS INC 0.8%
Value $3.035M Shares 20,060 Est. Cost $132.52 Unrealized +11.4%
QQQ INVESCO QQQ TR 0.7%
Value $2.485M Shares 4,044 Est. Cost $520.62 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $2.377M Shares 4,915 Est. Cost $425.01 Unrealized +17.8%
GOOG ALPHABET INC 0.6%
Value $2.327M Shares 7,414 Est. Cost $182.23 Unrealized +57.1%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value $2.324M Shares 10,854 Est. Cost $146.68 Unrealized +53.1%
V VISA INC 0.6%
Value $2.272M Shares 6,479 Est. Cost $269.36 Unrealized +26.4%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $2.257M Shares 12,695 Est. Cost $140.98 Unrealized +28.4%
TSLA TESLA INC 0.5%
Value $2.03M Shares 4,515 Est. Cost $272.86 Unrealized +62.5%
GLW CORNING INC 0.5%
Value $1.972M Shares 22,518 Est. Cost $46.03 Unrealized +86.8%
RTX RTX CORPORATION 0.5%
Value $1.863M Shares 10,157 Est. Cost $120.52 Unrealized +43.8%
MRK MERCK & CO INC 0.5%
Value $1.827M Shares 17,359 Est. Cost $98.86 Unrealized -5.7%
XOM EXXON MOBIL CORP 0.5%
Value $1.806M Shares 15,006 Est. Cost $110.51 Unrealized +4.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $1.776M Shares 3,534 Est. Cost $457.08 Unrealized +8.9%
TFC TRUIST FINL CORP 0.4%
Value $1.706M Shares 34,667 Est. Cost $39.55 Unrealized +15.8%
ABBV ABBVIE INC 0.4%
Value $1.682M Shares 7,360 Est. Cost $181.89 Unrealized +25.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.4%
Value $1.597M Shares 5,799 Est. Cost $98.58 Unrealized +162.7%
MU MICRON TECHNOLOGY INC 0.4%
Value $1.463M Shares 5,124 Est. Cost $119.56 Unrealized +91.8%
LIBERTY ALL STAR EQUITY FD 0.4%
Value $1.459M Shares 232,399 Est. Cost $6.73 Unrealized
B BARRICK MNG CORP 0.4%
Value $1.409M Shares 32,359 Est. Cost $37.42 Unrealized 0.0%
FNB F N B CORP 0.4%
Value $1.387M Shares 81,089 Est. Cost $13.66 Unrealized +19.1%
LLY ELI LILLY & CO 0.4%
Value $1.356M Shares 1,262 Est. Cost $883.57 Unrealized +8.1%
TMUS T-MOBILE US INC 0.4%
Value $1.355M Shares 6,673 Est. Cost $239.80 Unrealized -11.9%
ORCL ORACLE CORP 0.3%
Value $1.267M Shares 6,502 Est. Cost $146.78 Unrealized +62.2%
KLAC KLA CORP 0.3%
Value $1.205M Shares 992 Est. Cost $774.49 Unrealized +51.3%
PM PHILIP MORRIS INTL INC 0.3%
Value $1.196M Shares 7,459 Est. Cost $137.71 Unrealized +11.5%
MS MORGAN STANLEY 0.3%
Value $1.189M Shares 6,700 Est. Cost $98.13 Unrealized +69.6%
NFLX NETFLIX INC 0.3%
Value $1.107M Shares 11,810 Est. Cost $105.89 Unrealized +1.8%
OKE ONEOK INC NEW 0.3%
Value $1.106M Shares 15,054 Est. Cost $81.14 Unrealized -13.2%
CMI CUMMINS INC 0.3%
Value $1.103M Shares 2,160 Est. Cost $289.57 Unrealized +61.0%
HAS HASBRO INC 0.3%
Value $1.081M Shares 13,189 Est. Cost $76.49 Unrealized +2.0%
QLD PROSHARES TR 0.3%
Value $988K Shares 14,028 Est. Cost $85.55 Unrealized
PH PARKER-HANNIFIN CORP 0.3%
Value $986K Shares 1,122 Est. Cost $563.95 Unrealized +45.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value $981K Shares 2,093 Est. Cost $329.36 Unrealized +54.6%
ANET ARISTA NETWORKS INC 0.2%
Value $943K Shares 7,200 Est. Cost $112.62 Unrealized +22.2%
GMED GLOBUS MED INC 0.2%
Value $936K Shares 10,715 Est. Cost $70.69 Unrealized +7.4%
JPM JPMORGAN CHASE & CO. 0.2%
Value $932K Shares 2,892 Est. Cost $222.34 Unrealized +39.2%
YUMC YUM CHINA HLDGS INC 0.2%
Value $902K Shares 18,900 Est. Cost $47.42 Unrealized -3.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $894K Shares 3,019 Est. Cost $211.47 Unrealized +41.3%
OMER OMEROS CORP 0.2%
Value $893K Shares 52,000 Est. Cost $4.39 Unrealized +96.3%
BKR BAKER HUGHES COMPANY 0.2%
Value $866K Shares 19,019 Est. Cost $39.94 Unrealized +18.5%
COHR COHERENT CORP 0.2%
Value $832K Shares 4,507 Est. Cost $79.59 Unrealized +87.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value $832K Shares 1,719 Est. Cost $499.09 Unrealized -4.6%
HUBB HUBBELL INC 0.2%
Value $811K Shares 1,825 Est. Cost $381.63 Unrealized +14.6%
NOW SERVICENOW INC 0.2%
Value $789K Shares 5,150 Est. Cost $172.31 Unrealized -0.4%
MAIN MAIN STR CAP CORP 0.2%
Value $778K Shares 12,879 Est. Cost $50.41 Unrealized +17.0%
PFF ISHARES TR 0.2%
Value $776K Shares 25,065 Est. Cost $30.96 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $759K Shares 5,271 Est. Cost $190.84 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $748K Shares 1,320 Est. Cost $467.84 Unrealized +13.8%
CSCO CISCO SYS INC 0.2%
Value $732K Shares 9,500 Est. Cost $48.44 Unrealized +52.3%
LITE LUMENTUM HLDGS INC 0.2%
Value $718K Shares 1,948 Est. Cost $145.93 Unrealized +76.0%
CLS CELESTICA INC 0.2%
Value $712K Shares 2,407 Est. Cost $117.43 Unrealized +156.6%
COST COSTCO WHSL CORP NEW 0.2%
Value $700K Shares 812 Est. Cost $886.30 Unrealized +2.2%
CAT CATERPILLAR INC 0.2%
Value $695K Shares 1,214 Est. Cost $348.68 Unrealized +59.3%
HD HOME DEPOT INC 0.2%
Value $688K Shares 1,998 Est. Cost $357.18 Unrealized +2.1%
QCOM QUALCOMM INC 0.2%
Value $670K Shares 3,918 Est. Cost $169.66 Unrealized +0.7%
TXN TEXAS INSTRS INC 0.2%
Value $653K Shares 3,766 Est. Cost $189.68 Unrealized -10.0%
KR KROGER CO 0.2%
Value $644K Shares 10,307 Est. Cost $54.04 Unrealized +20.7%
IRM IRON MTN INC DEL 0.2%
Value $643K Shares 7,748 Est. Cost $101.61 Unrealized -8.7%
GEV GE VERNOVA INC 0.2%
Value $641K Shares 980 Est. Cost $498.65 Unrealized +22.1%
VRT VERTIV HOLDINGS CO 0.2%
Value $636K Shares 3,925 Est. Cost $122.10 Unrealized +42.2%
JNJ JOHNSON & JOHNSON 0.2%
Value $626K Shares 3,025 Est. Cost $152.45 Unrealized +29.2%
MA MASTERCARD INCORPORATED 0.2%
Value $624K Shares 1,094 Est. Cost $464.80 Unrealized +20.3%
BAC BANK AMERICA CORP 0.2%
Value $588K Shares 10,682 Est. Cost $39.18 Unrealized +34.4%
TNK TEEKAY TANKERS LTD 0.2%
Value $587K Shares 10,992 Est. Cost $44.39 Unrealized +26.5%
CVS CVS HEALTH CORP 0.1%
Value $563K Shares 7,099 Est. Cost $78.67 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value $562K Shares 4,981 Est. Cost $109.83 Unrealized -3.0%
SSO PROSHARES TR 0.1%
Value $560K Shares 9,674 Est. Cost $74.05 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $553K Shares 3,626 Est. Cost $141.68 Unrealized +6.9%
SO SOUTHERN CO 0.1%
Value $552K Shares 6,329 Est. Cost $83.13 Unrealized +9.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $551K Shares 3,405 Est. Cost $151.68 Unrealized +3.0%
MO ALTRIA GROUP INC 0.1%
Value $550K Shares 9,546 Est. Cost $47.55 Unrealized +24.8%
MGK VANGUARD WORLD FD 0.1%
Value $549K Shares 1,330 Est. Cost $321.95 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value $549K Shares 2,100 Est. Cost $221.48 Unrealized +13.9%
RDDT REDDIT INC 0.1%
Value $538K Shares 2,342 Est. Cost $123.28 Unrealized +70.6%
APP APPLOVIN CORP 0.1%
Value $536K Shares 796 Est. Cost $414.13 Unrealized +52.1%
CI THE CIGNA GROUP 0.1%
Value $521K Shares 1,893 Est. Cost $325.82 Unrealized -14.3%
PAAS PAN AMERN SILVER CORP 0.1%
Value $513K Shares 9,910 Est. Cost $41.86 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value $513K Shares 6,000 Est. Cost $79.68 Unrealized 0.0%
CSX CSX CORP 0.1%
Value $508K Shares 14,012 Est. Cost $33.38 Unrealized +7.0%
MET METLIFE INC 0.1%
Value $497K Shares 6,300 Est. Cost $80.45 Unrealized -1.9%
BX BLACKSTONE INC 0.1%
Value $496K Shares 3,215 Est. Cost $169.47 Unrealized -10.6%
SHOP SHOPIFY INC 0.1%
Value $495K Shares 3,077 Est. Cost $77.60 Unrealized +106.9%
INGR INGREDION INC 0.1%
Value $491K Shares 4,456 Est. Cost $126.53 Unrealized -10.9%
FIX COMFORT SYS USA INC 0.1%
Value $467K Shares 500 Est. Cost $434.87 Unrealized +112.2%
ALL ALLSTATE CORP 0.1%
Value $458K Shares 2,200 Est. Cost $177.55 Unrealized +14.9%
AGX ARGAN INC 0.1%
Value $451K Shares 1,438 Est. Cost $193.15 Unrealized +64.0%
INTC INTEL CORP 0.1%
Value $449K Shares 12,170 Est. Cost $24.85 Unrealized +52.0%
ETN EATON CORP PLC 0.1%
Value $446K Shares 1,400 Est. Cost $312.66 Unrealized +13.3%
KRYS KRYSTAL BIOTECH INC 0.1%
Value $442K Shares 1,793 Est. Cost $160.63 Unrealized +31.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $436K Shares 1,322 Est. Cost $516.15 Unrealized -34.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value $427K Shares 1,109 Est. Cost $473.76 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value $423K Shares 5,100 Est. Cost $72.82 Unrealized +2.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $423K Shares 1,392 Est. Cost $285.01 Unrealized
SSRM SSR MINING IN 0.1%
Value $420K Shares 19,176 Est. Cost $17.17 Unrealized +29.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value $418K Shares 3,570 Est. Cost $108.96 Unrealized +11.6%
ASML ASML HOLDING N V 0.1%
Value $403K Shares 377 Est. Cost $968.09 Unrealized
ALAB ASTERA LABS INC 0.1%
Value $401K Shares 2,413 Est. Cost $92.14 Unrealized +81.6%
HON HONEYWELL INTL INC 0.1%
Value $392K Shares 2,011 Est. Cost $189.45 Unrealized +2.9%
GE GE AEROSPACE 0.1%
Value $390K Shares 1,267 Est. Cost $203.28 Unrealized +48.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value $386K Shares 2,094 Est. Cost $180.73 Unrealized +11.6%
SCHX SCHWAB STRATEGIC TR 0.1%
Value $376K Shares 13,962 Est. Cost $23.10 Unrealized
WMT WALMART INC 0.1%
Value $375K Shares 3,370 Est. Cost $75.62 Unrealized +41.8%
SEI SOLARIS ENERGY INFRAS INC 0.1%
Value $371K Shares 8,068 Est. Cost $33.30 Unrealized +45.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $357K Shares 2,479 Est. Cost $69.72 Unrealized +120.6%
SITM SITIME CORP 0.1%
Value $349K Shares 988 Est. Cost $245.94 Unrealized +27.2%
MCD MCDONALDS CORP 0.1%
Value $348K Shares 1,138 Est. Cost $275.30 Unrealized +10.8%
PIMCO CORPORATE & INCOME OPP 0.1%
Value $346K Shares 26,785 Est. Cost $14.39 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value $342K Shares 698 Est. Cost $426.54 Unrealized +11.1%
MTZ MASTEC INC 0.1%
Value $336K Shares 1,544 Est. Cost $187.52 Unrealized +11.9%
DIS DISNEY WALT CO 0.1%
Value $329K Shares 2,889 Est. Cost $91.08 Unrealized +20.3%
HOOD ROBINHOOD MKTS INC 0.1%
Value $322K Shares 2,850 Est. Cost $67.10 Unrealized +93.8%
XYZ BLOCK INC 0.1%
Value $317K Shares 4,875 Est. Cost $78.31 Unrealized -11.9%
AU ANGLOGOLD ASHANTI PLC 0.1%
Value $316K Shares 3,700 Est. Cost $77.50 Unrealized 0.0%
CFLT CONFLUENT INC 0.1%
Value $315K Shares 10,416 Est. Cost $24.55 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value $315K Shares 1,225 Est. Cost $202.36 Unrealized +18.3%
WGS GENEDX HOLDINGS CORP 0.1%
Value $311K Shares 2,390 Est. Cost $113.42 Unrealized +21.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $308K Shares 2,186 Est. Cost $119.70 Unrealized
AEE AMEREN CORP 0.1%
Value $308K Shares 3,087 Est. Cost $76.79 Unrealized +32.8%
SPXC SPX TECHNOLOGIES INC 0.1%
Value $306K Shares 1,530 Est. Cost $189.10 Unrealized
CRM SALESFORCE INC 0.1%
Value $305K Shares 1,150 Est. Cost $260.08 Unrealized -4.6%
TWLO TWILIO INC 0.1%
Value $304K Shares 2,135 Est. Cost $123.87 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value $303K Shares 3,703 Est. Cost $75.11 Unrealized +19.9%
NRIM NORTHRIM BANCORP INC 0.1%
Value $299K Shares 11,252 Est. Cost $20.73 Unrealized +13.9%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value $297K Shares 14,545 Est. Cost $21.93 Unrealized
IWM ISHARES TR 0.1%
Value $296K Shares 1,203 Est. Cost $220.96 Unrealized
BA BOEING CO 0.1%
Value $295K Shares 1,360 Est. Cost $220.56 Unrealized -6.8%
CDE COEUR MNG INC 0.1%
Value $291K Shares 16,339 Est. Cost $17.39 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value $290K Shares 5,800 Est. Cost $54.75 Unrealized -1.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $290K Shares 5,486 Est. Cost $67.37 Unrealized -17.6%
WDAY WORKDAY INC 0.1%
Value $285K Shares 1,329 Est. Cost $239.12 Unrealized -5.0%
T AT&T INC 0.1%
Value $285K Shares 11,484 Est. Cost $19.48 Unrealized +29.8%
MELI MERCADOLIBRE INC 0.1%
Value $284K Shares 141 Est. Cost $2400.46 Unrealized -12.5%
EMR EMERSON ELEC CO 0.1%
Value $279K Shares 2,100 Est. Cost $118.79 Unrealized +11.4%
WM WASTE MGMT INC DEL 0.1%
Value $278K Shares 1,267 Est. Cost $219.27 Unrealized -3.1%
PLMR PALOMAR HLDGS INC 0.1%
Value $276K Shares 2,049 Est. Cost $122.07 Unrealized 0.0%
UPWK UPWORK INC 0.1%
Value $276K Shares 13,908 Est. Cost $15.66 Unrealized +17.1%
GWW WW GRAINGER INC 0.1%
Value $274K Shares 272 Est. Cost $956.89 Unrealized +1.3%
ET ENERGY TRANSFER L P 0.1%
Value $273K Shares 16,540 Est. Cost $17.07 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $269K Shares 1,873 Est. Cost $128.20 Unrealized
SEZL SEZZLE INC 0.1%
Value $266K Shares 4,192 Est. Cost $84.83 Unrealized -19.7%
SYK STRYKER CORPORATION 0.1%
Value $264K Shares 750 Est. Cost $376.71 Unrealized -3.5%
EXEL EXELIXIS INC 0.1%
Value $263K Shares 5,995 Est. Cost $41.37 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value $262K Shares 750 Est. Cost $548.46 Unrealized -38.0%
SRAD SPORTRADAR GROUP AG 0.1%
Value $261K Shares 10,971 Est. Cost $22.23 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value $258K Shares 3,836 Est. Cost $60.33 Unrealized +15.3%
O REALTY INCOME CORP 0.1%
Value $256K Shares 4,547 Est. Cost $52.78 Unrealized +8.7%
PG PROCTER AND GAMBLE CO 0.1%
Value $251K Shares 1,754 Est. Cost $164.15 Unrealized -10.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $251K Shares 6,159 Est. Cost $40.04 Unrealized +1.1%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $249K Shares 2,928 Est. Cost $75.40 Unrealized +16.0%
QXO QXO INC 0.1%
Value $244K Shares 12,656 Est. Cost $19.16 Unrealized 0.0%
OKTA OKTA INC 0.1%
Value $244K Shares 2,818 Est. Cost $92.47 Unrealized -5.6%
VTI VANGUARD INDEX FDS 0.1%
Value $235K Shares 702 Est. Cost $283.54 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $234K Shares 4,000 Est. Cost $68.01 Unrealized -4.7%
VLO VALERO ENERGY CORP 0.1%
Value $228K Shares 1,400 Est. Cost $147.81 Unrealized +14.2%
HUM HUMANA INC 0.1%
Value $220K Shares 857 Est. Cost $265.90 Unrealized -1.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $219K Shares 6,846 Est. Cost $31.27 Unrealized
NKSH NATIONAL BANKSHARES INC VA 0.1%
Value $217K Shares 6,464 Est. Cost $29.84 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value $216K Shares 1,808 Est. Cost $179.33 Unrealized
TJX TJX COS INC NEW 0.1%
Value $216K Shares 1,405 Est. Cost $132.28 Unrealized +11.7%
KO COCA COLA CO 0.1%
Value $215K Shares 3,074 Est. Cost $65.79 Unrealized +5.5%
CDZI CADIZ INC 0.1%
Value $213K Shares 38,000 Est. Cost $3.23 Unrealized +66.3%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value $211K Shares 7,215 Est. Cost $37.19 Unrealized +10.7%
VOO VANGUARD INDEX FDS 0.1%
Value $211K Shares 336 Est. Cost $612.38 Unrealized
SRTS SENSUS HEALTHCARE INC 0.1%
Value $207K Shares 52,100 Est. Cost $5.50 Unrealized -32.6%
XEL XCEL ENERGY INC 0.1%
Value $207K Shares 2,806 Est. Cost $71.34 Unrealized +9.7%
RIO RIO TINTO PLC 0.1%
Value $203K Shares 2,532 Est. Cost $80.03 Unrealized
IWO ISHARES TR 0.1%
Value $203K Shares 627 Est. Cost $320.04 Unrealized
TOST TOAST INC 0.1%
Value $202K Shares 5,694 Est. Cost $36.05 Unrealized 0.0%
BSCV INVESCO EXCH TRD SLF IDX FD 0.0%
Value $190K Shares 11,370 Est. Cost $16.53 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value $147K Shares 10,100 Est. Cost $16.97 Unrealized 0.0%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value $102K Shares 16,354 Est. Cost $4.36 Unrealized +23.4%
REI RING ENERGY INC 0.0%
Value $58,638 Shares 67,400 Est. Cost $1.79 Unrealized -46.7%
ITRG INTEGRA RES CORP 0.0%
Value $49,483 Shares 12,340 Est. Cost $3.37 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value $8,947 Shares 10,900 Est. Cost $1.39 Unrealized 0.0%
ASRT ASSERTIO HOLDINGS INC 0.0%
Value $2,170 Shares 139 Est. Cost $11.67 Unrealized 0.0%