MGO Private Wealth, LLC

Est. AUM

$18.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.0M	8444	27.11%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.9M	26034	10.30%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$1.4M	14152	7.55%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.3M	15879	7.03%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$1.0M	10713	5.62%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET ENE	$768K	12529	4.13%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$642K	11883	3.45%	SOLE
8	APPLE INC	COM	$552K	2174	2.97%	SOLE
9	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$534K	8132	2.87%	SOLE
10	ISHARES TR	7-10 YR TRSY BD	$488K	5110	2.62%	SOLE
11	ISHARES TR	TIPS BD ETF	$471K	4268	2.53%	SOLE
12	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$464K	22004	2.49%	SOLE
13	GLOBAL X FDS	GLB X MLP ENRG I	$441K	5968	2.37%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$402K	5765	2.16%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$377K	579	2.03%	SOLE
16	ISHARES INC	MSCI EQUAL WEITE	$357K	3511	1.92%	SOLE
17	BLACKSTONE SECD LENDING FD	COMMON STOCK	$344K	14520	1.85%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$337K	1172	1.81%	SOLE
19	NVIDIA CORPORATIONPUT	PUT	$262K	1500	1.41%	SOLE
20	ISHARES INC	MSCI CDA ETF	$259K	4722	1.39%	SOLE
21	PIMCO ETF TR	15+ YR US TIPS	$255K	5005	1.37%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$246K	426	1.32%	SOLE
23	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$244K	4092	1.31%	SOLE
24	VANGUARD BD INDEX FDS	SHORT TRM BOND	$234K	2987	1.26%	SOLE
25	NVIDIA CORPORATION	COM	$215K	1230	1.15%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.