MFG Investments, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's address as 150 Himmelein Road, Ste 9, Medford, NJ, and identifies Wallace Joseph Kennedy as the President and Chief Compliance Officer.
The report details a portfolio of 79 equity securities, with the largest positions held in technology and exchange-traded funds. The firm holds 1,635,732 shares of Microsoft Corporation, 1,281,415 shares of NVIDIA Corporation, and 1,23,22 shares of Apple Inc. The filing also shows significant exposure to Alphabet Inc., with 4,429 shares of Class A stock and 1,242 shares of Class C stock.
A substantial portion of the portfolio is allocated to exchange-traded funds. The firm holds 305,352 shares of the Schwab Strategic Trust US Large Cap Growth ETF, 294,784 shares of the Schwab Strategic Trust US Large Cap Value ETF, and 291,090 shares of the WisdomTree Emerging Markets High Dividend ETF. Other notable individual stock positions include Amazon.com Inc., Meta Platforms Inc., and Eli Lilly & Co.
The filing indicates that all holdings are held for investment purposes and are managed solely by the filer.
