Institutions / MB Generational Wealth, LLC

MB Generational Wealth, LLC

CIK 2009056 · Institution · as of Dec 31, 2025

Portfolio value

$188.90M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 67 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$21.25M	558,704	11.2%
American Centy ETF Tr	—	$18.04M	176,849	9.5%
Dimensional ETF Trust	—	$16.58M	436,199	8.8%
iShares MSCI UAE ETF	—	$16.42M	82,653	8.7%
iShares Tr	—	$15.88M	46,297	8.4%
American Centy ETF Tr	—	$9.63M	127,035	5.1%
Dimensional ETF Trust	—	$7.67M	193,836	4.1%
General Electric Co	—	$7.04M	22,864	3.7%
Dimensional ETF Trust	—	$6.39M	201,766	3.4%
iShares Tr	—	$6.03M	88,015	3.2%
Gossamer Bio, Inc.	—	$4.98M	1,605,449	2.6%
Dimensional ETF Trust	—	$4.31M	99,164	2.3%
American Century ETF Trust	—	$4.13M	70,823	2.2%
iShares Tr	—	$3.30M	4,821	1.7%
Dimensional ETF Trust	—	$2.53M	52,854	1.3%
Dimensional ETF Trust	—	$2.49M	58,456	1.3%
Dimensional ETF Trust	—	$2.18M	29,511	1.2%
Vanguard Index Fds	—	$2.13M	6,367	1.1%
Dimensional ETF Trust	—	$1.99M	47,794	1.1%
Dimensional ETF Trust	—	$1.96M	40,666	1.0%
Dimensional ETF Trust	—	$1.95M	59,289	1.0%
Dimensional ETF Trust	—	$1.88M	40,236	1.0%
Vanguard Index Fds	—	$1.87M	8,833	1.0%
Dimensional ETF Trust	—	$1.67M	48,382	0.9%
Dimensional ETF Trust	—	$1.60M	37,228	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.