Institutions / MBL Wealth, LLC
MBL Wealth, LLC
CIK 1845785 · Institution · as of Dec 31, 2025
Portfolio value
$1.25B
Positions
290
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 290 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $145.70M | 11.7% |
| SPDR Series Trust | $100.34M | 8.1% |
| iShares Tr | $57.25M | 4.6% |
| World Gold Tr | $43.79M | 3.5% |
| iShares Inc | $42.98M | 3.4% |
| Amplify ETF Tr | $41.90M | 3.4% |
| iShares Tr | $37.75M | 3.0% |
| Dimensional ETF Trust | $34.06M | 2.7% |
| Victory Portfolios II | $31.37M | 2.5% |
| iShares Tr | $30.83M | 2.5% |
| Apple Inc. | $27.88M | 2.2% |
| iShares Tr | $27.51M | 2.2% |
| iShares Tr | $26.37M | 2.1% |
| PIMCO ETF Tr | $23.88M | 1.9% |
| iShares MSCI UAE ETF | $23.49M | 1.9% |
| NVIDIA Corp | $17.23M | 1.4% |
| Pacer Fds Tr | $17.00M | 1.4% |
| iShares Tr | $16.06M | 1.3% |
| Neos ETF Trust | $13.55M | 1.1% |
| Microsoft Corp | $12.60M | 1.0% |
| Victory Portfolios II | $11.15M | 0.9% |
| Angel Oak Funds Trust | $10.83M | 0.9% |
| Goldman Sachs ETF Tr | $10.62M | 0.9% |
| iShares MSCI UAE ETF | $9.78M | 0.8% |
| Innovator Etfs Trust | $9.60M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.