Mmbg Investment Advisors
Mmbg Investment Advisors reported 177 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (9.6%), GOOGL (9.0%) and AMZN (7.5%). Compared with Q1 2026, the fund opened new positions in GE, IAU and CRH, added to AAPL, AMZN and MSFT, trimmed GOOGL, BWMX and MU and sold out of DXJ, HEDJ and WDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $122M | 9.6% | 421K | +24K (+6%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $114M | 9.0% | 319K | −1,597 (−0%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $95.2M | 7.5% | 399K | +3,574 (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $75.7M | 6.0% | 203K | +7,308 (+4%) | 8 of 8 | |
| 5 |  BWMX Betterware DE | $58.7M | 4.7% | 3.3M | −165K (−5%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $54.5M | 4.3% | 272K | +7,929 (+3%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $50.4M | 4.0% | 90K | +4,783 (+6%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $49.4M | 3.9% | 151K | +6,922 (+5%) | 8 of 8 | |
| 9 |  MU Micron Technology Inc | $37.5M | 3.0% | 33K | −10K (−24%) | 8 of 8 | |
| 10 |  GS Goldman Sachs Group Inc | $36.6M | 2.9% | 36K | +85 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DXJ Wisdomtree TR | $5.6M | 35K |
 HEDJ Wisdomtree TR | $679K | 13K |
 WDC Western Digital Corp | $339K | 1,255 |
 INTU Intuit | $290K | 670 |
 PFE Pfizer Inc | $261K | 9,308 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mmbg Investment Advisors 13F FAQ
What does Mmbg Investment Advisors own?
Mmbg Investment Advisors reported 177 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (9.6%), GOOGL (9.0%) and AMZN (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Mmbg Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 47 added to, 40 trimmed and 7 sold out. New positions include GE, IAU and CRH. It sold all of DXJ, HEDJ and WDC.
When will Mmbg Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mmbg Investment Advisors's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.