MGO Private Wealth, LLC — 13F holdings

MGO Private Wealth, LLC reported 28 holdings worth $20.7M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $5.80M (28.0%)
  2. BND VANGUARD BD INDEX FDS — $2.06M (10.0%)
  3. VGK VANGUARD INTL EQUITY INDEX F — $1.42M (6.9%)
  4. AGG ISHARES TR — $1.37M (6.6%)
  5. VPL VANGUARD INTL EQUITY INDEX F — $1.17M (5.7%)
  6. XLE SELECT SECTOR SPDR TR — $743K (3.6%)
  7. TIP ISHARES TR — $698K (3.4%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $664K (3.2%)
  9. AAPL APPLE INC — $470K (2.3%)
  10. SPY SPDR S&P 500 ETF TR — $468K (2.3%)