# EDGAR Filing Document

**Accession Number:** 0001952532
**File Stem:** 0001951757-26-000402
**Filing Date:** 2026-2
**Character Count:** 10386
**Document Hash:** 80a22fb61c92b36600bb60ae2f64ace1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000402.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0001951757-26-000402

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MGO Private Wealth, LLC
- **CENTRAL INDEX KEY:** 0001952532

**ORGANIZATION NAME:**
- **EIN:** 320496106
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22695
- **FILM NUMBER:** 26614449

**BUSINESS ADDRESS:**
- **STREET 1:** 111 PACIFICA
- **STREET 2:** SUITE 300
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 9492073241

**MAIL ADDRESS:**
- **STREET 1:** 111 PACIFICA
- **STREET 2:** SUITE 300
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MGO Private Wealth LLC<br>**Address:** 111 PACIFICA<br>SUITE 300<br>IRVINE, CA 92618

**Form 13F File Number:** 028-22695

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Roberto Roman<br>**Title:** Chief Compliance Officer<br>**Phone:** (949) 207-3241

**Signature, Place, and Date of Signing:**

Roberto Roman  Irvine, CA  02-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $161505390

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 37211386 | 59336 | SH |  | SOLE |  | 0 | 0 | 59336 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 12805805 | 172888 | SH |  | SOLE |  | 0 | 0 | 172888 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 9546930 | 95584 | SH |  | SOLE |  | 0 | 0 | 95584 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 7892029 | 94391 | SH |  | SOLE |  | 0 | 0 | 94391 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 7328055 | 81063 | SH |  | SOLE |  | 0 | 0 | 81063 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6525362 | 9569 | SH |  | SOLE |  | 0 | 0 | 9569 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 6285498 | 65365 | SH |  | SOLE |  | 0 | 0 | 65365 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5889451 | 109551 | SH |  | SOLE |  | 0 | 0 | 109551 |
| APPLE INC | COM | 037833100 |  | 5284028 | 19437 | SH |  | SOLE |  | 0 | 0 | 19437 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 5000131 | 49226 | SH |  | SOLE |  | 0 | 0 | 49226 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4512823 | 89736 | SH |  | SOLE |  | 0 | 0 | 89736 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 2901303 | 110190 | SH |  | SOLE |  | 0 | 0 | 110190 |
| AMAZON COM INC | COM | 023135106 |  | 2857350 | 12379 | SH |  | SOLE |  | 0 | 0 | 12379 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2849380 | 9818 | SH |  | SOLE |  | 0 | 0 | 9818 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 2654832 | 24155 | SH |  | SOLE |  | 0 | 0 | 24155 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 2650200 | 25638 | SH |  | SOLE |  | 0 | 0 | 25638 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 2403610 | 35646 | SH |  | SOLE |  | 0 | 0 | 35646 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2092624 | 11221 | SH |  | SOLE |  | 0 | 0 | 11221 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1938071 | 43348 | SH |  | SOLE |  | 0 | 0 | 43348 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1914090 | 28475 | SH |  | SOLE |  | 0 | 0 | 28475 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 1897490 | 35184 | SH |  | SOLE |  | 0 | 0 | 35184 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 1886648 | 26580 | SH |  | SOLE |  | 0 | 0 | 26580 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1672067 | 3567 | SH |  | SOLE |  | 0 | 0 | 3567 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1657506 | 18731 | SH |  | SOLE |  | 0 | 0 | 18731 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1598273 | 5106 | SH |  | SOLE |  | 0 | 0 | 5106 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 1272844 | 21028 | SH |  | SOLE |  | 0 | 0 | 21028 |
| PIMCO ETF TR | 15+ YR US TIPS | 72201R304 |  | 1259440 | 24337 | SH |  | SOLE |  | 0 | 0 | 24337 |
| MICROSOFT CORP | COM | 594918104 |  | 1230478 | 2544 | SH |  | SOLE |  | 0 | 0 | 2544 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1080973 | 5643 | SH |  | SOLE |  | 0 | 0 | 5643 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 1053390 | 17577 | SH |  | SOLE |  | 0 | 0 | 17577 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1031426 | 1679 | SH |  | SOLE |  | 0 | 0 | 1679 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 1023300 | 12056 | SH |  | SOLE |  | 0 | 0 | 12056 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 921817 | 2326 | SH |  | SOLE |  | 0 | 0 | 2326 |
| ISHARES INC | MSCI SWITZERLAND | 464286749 |  | 826549 | 13785 | SH |  | SOLE |  | 0 | 0 | 13785 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 792679 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| TESLA INC | COM | 88160R101 |  | 684024 | 1521 | SH |  | SOLE |  | 0 | 0 | 1521 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 681249 | 790 | SH |  | SOLE |  | 0 | 0 | 790 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 662278 | 6514 | SH |  | SOLE |  | 0 | 0 | 6514 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 655069 | 19375 | SH |  | SOLE |  | 0 | 0 | 19375 |
| META PLATFORMS INC | CL A | 30303M102 |  | 625105 | 947 | SH |  | SOLE |  | 0 | 0 | 947 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 606839 | 3414 | SH |  | SOLE |  | 0 | 0 | 3414 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 574590 | 13447 | SH |  | SOLE |  | 0 | 0 | 13447 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 451281 | 9443 | SH |  | SOLE |  | 0 | 0 | 9443 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 448852 | 1393 | SH |  | SOLE |  | 0 | 0 | 1393 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 440034 | 5519 | SH |  | SOLE |  | 0 | 0 | 5519 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 |  | 370577 | 8838 | SH |  | SOLE |  | 0 | 0 | 8838 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 367265 | 7934 | SH |  | SOLE |  | 0 | 0 | 7934 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 353653 | 14941 | SH |  | SOLE |  | 0 | 0 | 14941 |
| OKLO INC | COM CL A | 02156V109 |  | 332895 | 4639 | SH |  | SOLE |  | 0 | 0 | 4639 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 325558 | 904 | SH |  | SOLE |  | 0 | 0 | 904 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 323279 | 4102 | SH |  | SOLE |  | 0 | 0 | 4102 |
| DISNEY WALT CO | COM | 254687106 |  | 314894 | 2768 | SH |  | SOLE |  | 0 | 0 | 2768 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 303715 | 4602 | SH |  | SOLE |  | 0 | 0 | 4602 |
| NETFLIX INC | COM | 64110L106 |  | 296282 | 3160 | SH |  | SOLE |  | 0 | 0 | 3160 |
| BROADCOM INC | COM | 11135F101 |  | 289340 | 836 | SH |  | SOLE |  | 0 | 0 | 836 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 272714 | 559 | SH |  | SOLE |  | 0 | 0 | 559 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 243509 | 776 | SH |  | SOLE |  | 0 | 0 | 776 |
| PIMCO MUN INCOME FD II | COM | 72200W106 |  | 233929 | 31025 | SH |  | SOLE |  | 0 | 0 | 31025 |
| WALMART INC | COM | 931142103 |  | 229286 | 2058 | SH |  | SOLE |  | 0 | 0 | 2058 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 228688 | 2022 | SH |  | SOLE |  | 0 | 0 | 2022 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 228107 | 3884 | SH |  | SOLE |  | 0 | 0 | 3884 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 223474 | 4518 | SH |  | SOLE |  | 0 | 0 | 4518 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 216364 | 379 | SH |  | SOLE |  | 0 | 0 | 379 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 210075 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 206649 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 202975 | 674 | SH |  | SOLE |  | 0 | 0 | 674 |
| STAGWELL INC | COM CL A | 85256A109 |  | 155003 | 31698 | SH |  | SOLE |  | 0 | 0 | 31698 |

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