Mindset Wealth Management, 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 198 distinct positions held by the firm.
The portfolio is led by Energy Fuels Inc., for which the firm holds 1,025,050 shares. Other top individual stock holdings include Seagate Technology Holdings plc with 4,306 shares, Palantir Technologies Inc. Class A with 16,030 shares, and Corning Inc. with 20,308 shares.
The filing also details significant positions in exchange-traded funds (ETFs). The Liberty All-Star Equity Fund is held in large volume with 181,890 shares, followed by the Schwab Strategic Trust US Large Cap ETF with 15,923 shares and the Schwab Strategic Trust US Dividend Equity ETF with 9,269 shares.
The report lists Michelle Eldridge as the Senior Compliance Officer for the filer, located in Portland, Oregon. The firm's address is listed as 8275 Allison Pointe Trail, Suite 230, Indianapolis, Indiana.
