# EDGAR Filing Document

**Accession Number:** 0001952532
**File Stem:** 0001951757-25-000904
**Filing Date:** 2025-7
**Character Count:** 9827
**Document Hash:** b69915f41cf6e4e81a064c304bbf33d2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000904.hdr.sgml**: 20250722

**ACCESSION NUMBER**: 0001951757-25-000904

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250722

**DATE AS OF CHANGE**: 20250722

**EFFECTIVENESS DATE**: 20250722

**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:** 251139076

**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:** 06-30-2025

**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:** Charles Young<br>**Title:** Chief Compliance Officer<br>**Phone:** (949) 207-3241

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

Charles Young  Irvine, CA  07-22-2025<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:** 61

**Form 13F Information Table Value Total:** $156190585

      (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

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| AIRBNB INC | COM CL A | 009066101 |  | 201157 | 1520 | SH |  | SOLE |  | 0 | 0 | 1520 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 899800 | 5106 | SH |  | SOLE |  | 0 | 0 | 5106 |
| AMAZON COM INC | COM | 023135106 |  | 2727045 | 12430 | SH |  | SOLE |  | 0 | 0 | 12430 |
| APPLE INC | COM | 037833100 |  | 4057613 | 19777 | SH |  | SOLE |  | 0 | 0 | 19777 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 821923 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 3964198 | 128917 | SH |  | SOLE |  | 0 | 0 | 128917 |
| BROADCOM INC | COM | 11135F101 |  | 218315 | 792 | SH |  | SOLE |  | 0 | 0 | 792 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 785022 | 793 | SH |  | SOLE |  | 0 | 0 | 793 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1776473 | 3488 | SH |  | SOLE |  | 0 | 0 | 3488 |
| DISNEY WALT CO | COM | 254687106 |  | 583390 | 4704 | SH |  | SOLE |  | 0 | 0 | 4704 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 228389 | 5325 | SH |  | SOLE |  | 0 | 0 | 5325 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 511847 | 11745 | SH |  | SOLE |  | 0 | 0 | 11745 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 1655790 | 42664 | SH |  | SOLE |  | 0 | 0 | 42664 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 1161499 | 18537 | SH |  | SOLE |  | 0 | 0 | 18537 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1117701 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1318971 | 2391 | SH |  | SOLE |  | 0 | 0 | 2391 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 1693356 | 36653 | SH |  | SOLE |  | 0 | 0 | 36653 |
| ISHARES INC | MSCI SWITZERLAND | 464286749 |  | 774465 | 14130 | SH |  | SOLE |  | 0 | 0 | 14130 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 2603089 | 26262 | SH |  | SOLE |  | 0 | 0 | 26262 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1843221 | 30705 | SH |  | SOLE |  | 0 | 0 | 30705 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 2096885 | 31675 | SH |  | SOLE |  | 0 | 0 | 31675 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 |  | 347245 | 8838 | SH |  | SOLE |  | 0 | 0 | 8838 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 417116 | 6726 | SH |  | SOLE |  | 0 | 0 | 6726 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 1884680 | 18550 | SH |  | SOLE |  | 0 | 0 | 18550 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 5960629 | 62239 | SH |  | SOLE |  | 0 | 0 | 62239 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 9736480 | 98150 | SH |  | SOLE |  | 0 | 0 | 98150 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 403845 | 1393 | SH |  | SOLE |  | 0 | 0 | 1393 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 212975 | 379 | SH |  | SOLE |  | 0 | 0 | 379 |
| META PLATFORMS INC | CL A | 30303M102 |  | 685686 | 929 | SH |  | SOLE |  | 0 | 0 | 929 |
| MICROSOFT CORP | COM | 594918104 |  | 1329781 | 2673 | SH |  | SOLE |  | 0 | 0 | 2673 |
| NETFLIX INC | COM | 64110L106 |  | 423165 | 316 | SH |  | SOLE |  | 0 | 0 | 316 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1599728 | 10126 | SH |  | SOLE |  | 0 | 0 | 10126 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 277820 | 2038 | SH |  | SOLE |  | 0 | 0 | 2038 |
| PIMCO ETF TR | 15+ YR US TIPS | 72201R304 |  | 1191174 | 22702 | SH |  | SOLE |  | 0 | 0 | 22702 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1962881 | 23144 | SH |  | SOLE |  | 0 | 0 | 23144 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 955947 | 3136 | SH |  | SOLE |  | 0 | 0 | 3136 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6715266 | 10869 | SH |  | SOLE |  | 0 | 0 | 10869 |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 |  | 396484 | 16659 | SH |  | SOLE |  | 0 | 0 | 16659 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 765389 | 22793 | SH |  | SOLE |  | 0 | 0 | 22793 |
| TESLA INC | COM | 88160R101 |  | 595930 | 1876 | SH |  | SOLE |  | 0 | 0 | 1876 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 267167 | 958 | SH |  | SOLE |  | 0 | 0 | 958 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 11756977 | 159676 | SH |  | SOLE |  | 0 | 0 | 159676 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 327156 | 4157 | SH |  | SOLE |  | 0 | 0 | 4157 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 36590789 | 64417 | SH |  | SOLE |  | 0 | 0 | 64417 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2888965 | 10324 | SH |  | SOLE |  | 0 | 0 | 10324 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1007180 | 11309 | SH |  | SOLE |  | 0 | 0 | 11309 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 288906 | 659 | SH |  | SOLE |  | 0 | 0 | 659 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 6963243 | 84732 | SH |  | SOLE |  | 0 | 0 | 84732 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 7515998 | 96981 | SH |  | SOLE |  | 0 | 0 | 96981 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5602781 | 113279 | SH |  | SOLE |  | 0 | 0 | 113279 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 227124 | 4518 | SH |  | SOLE |  | 0 | 0 | 4518 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 3713385 | 75737 | SH |  | SOLE |  | 0 | 0 | 75737 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1414750 | 17062 | SH |  | SOLE |  | 0 | 0 | 17062 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 436502 | 5491 | SH |  | SOLE |  | 0 | 0 | 5491 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 1529641 | 25575 | SH |  | SOLE |  | 0 | 0 | 25575 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 228302 | 3884 | SH |  | SOLE |  | 0 | 0 | 3884 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 4483210 | 44419 | SH |  | SOLE |  | 0 | 0 | 44419 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 2352796 | 36003 | SH |  | SOLE |  | 0 | 0 | 36003 |
| WALMART INC | COM | 931142103 |  | 200937 | 2055 | SH |  | SOLE |  | 0 | 0 | 2055 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 1118817 | 14070 | SH |  | SOLE |  | 0 | 0 | 14070 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 373589 | 7870 | SH |  | SOLE |  | 0 | 0 | 7870 |

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