This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VitalHarbor +more
- Established Date
- 01-14-2004
- Office Locations
- 1
Office Locations
About Minneapolis Portfolio Management Group, LLC
Minneapolis Portfolio Management Group (MPMG) is a Wayzata, MN RIA serving retail and institutional clients with a single, best-ideas all-cap value equity strategy focused on buying quality companies at the right price. The team acts as a fiduciary and portfolio managers invest alongside clients. Portfolios are primarily implemented via ETFs, with complimentary portfolio reviews, quarterly market insights, and an annual speaker series.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HARRISON TODD GRODNICK
CHIEF OPERATING OFFICER, Director
- CRD
- #2276179
- Ownership
- 75% or more
PHILLIP WARREN GRODNICK
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #230540
- Ownership
- 10% but less than 25%
Horizon north
Vital vector atlas
- CRD
- #39439
- Ownership
- 6.8%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,029,463,692 | $651,559 |
| Non-Discretionary | $71,900,726 | $287,603 |
| Total | $1,101,364,418 | $601,838 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,101,364,418
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,526,646,879 | 51.8% |
| Cash | $2,351,049,798 | 48.2% |
| Total | $4,877,696,677 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN HARBOR FUSION | RADIAL FOUNDATION | RTZ2VKJ1V | CVN | 2.69% | $42,090,992 |
| BEACON LEGACY | FUSION MATRIX | TCB9IDFFU | NCIBU | 5.69% | $89,788,486 |
| ATLAS QUANTUM | INSIGHT OPTIMA | L3RYICX8F | BDRGZ | 10.52% | $42,306,135 |
| PEAK PIONEER | OPTIMA UNISON | HSY67QGWQ | HAKTP | 4.14% | $44,322,255 |
| ELEMENT ATLAS BRIDGE | GLACIER VALUE | LSGHCZ4NY | ZKUD | 10.80% | $109,863,255 |
| EMBER VECTOR CATALYST | EMBER EAGLE | QMUZ700JE | WLUWF | 0.77% | $95,626,098 |
| RIDGE PEAK | VERTEX FOUNDATION | 7O9CTUMYW | USAH | 5.58% | $75,265,562 |
| PIONEER FRONTIER | CATALYST SUMMIT | R1QIF70L0 | ZMKJ | 1.28% | $17,344,283 |