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| Happy Holidays!! thanks for using AUM13F!! |
| Mindset Wealth Management LLC
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| CRD # | 330384 |
| SEC # | 801-129731 |
| CIK # | 0002044232 |
| AUM | $323.4 M (2025-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 317-348-4655 |
| Address | 8275 Allison Pointe Trail Indianapolis, IN 46250 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002044232 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 145.3 | ||
| Apple Inc | 45.3 | ||
| CME Group Inc | 8.6 | ||
| Amazon Com Inc | 6.6 | ||
| Facebook Inc | 3.2 | ||
| Broadcom Inc | 3.1 | ||
| YUM Brands Inc | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| American Express Co | 2.8 | ||
| Microsoft Corp | 2.3 | ||
| VISA Inc | 2.3 | ||
| Liberty All Star Equity Fund | 1.6 | ||
| Exxon Mobil Corp | 1.6 | ||
| Oracle Corp | 1.5 | ||
| Merck & Co Inc | 1.5 | ||
| BB&T Corp | 1.5 | ||
| Philip Morris International Inc | 1.5 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Tesla Motors Inc | 1.3 | ||
| AbbVie Inc | 1.3 | ||
| Corning Inc /NY | 1.3 | ||
| Advanced Micro Devices Inc | 1.2 | ||
| Oneok Inc /New/ | 1.2 | ||
| FNB Corp/Fl/ | 1.2 | ||
| Metropcs Communications Inc | 1.1 | ||
| Netflix Inc | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| CrowdStrike Holdings Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 21.6 |
| (b) Individuals (high net worth individuals) | 121 | 196.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 105.4 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 323.4 |
| By Discretionary | ||
| Discretionary | 212 | 323.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 323.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.4 | |
| Total | 212 | 323.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044232] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Houlihan Financial Resource Group Ltd
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|
VA | 0.3 |
|
Perennial Advisors Group LLC
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|
MA | 0.3 |
|
Leeward Financial Partners LLC
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|
0.3 | |
|
Prudent Man Investment Management Inc
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|
CO | 0.3 |
|
Kennicott Capital Management LLC
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|
0.3 | |
|
All Terrain Financial Advisors LLC
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|
MN | 0.3 |
|
S & P Financial Inc
✚
|
OR | 0.3 |
|
AFT Forsyth & Sober LLC
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|
FL | 0.3 |
|
Shira Ridge Wealth Management
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|
CA | 0.3 |
|
SFM LLC
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|
NH | 0.3 |