Institutions / Members Wealth LLC
Members Wealth LLC
CIK 2059574 · Institution · as of Dec 31, 2025
Portfolio value
$159.68M
Positions
106
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 106 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $24.61M | 15.4% |
| Fidelity Merrimack Str Tr | $12.63M | 7.9% |
| SPDR Series Trust | $9.22M | 5.8% |
| Vanguard Bd Index Fds | $8.86M | 5.6% |
| SPDR Series Trust | $8.36M | 5.2% |
| iShares Tr | $4.28M | 2.7% |
| iShares Tr | $4.22M | 2.6% |
| iShares Tr | $4.05M | 2.5% |
| Microsoft Corp | $3.58M | 2.2% |
| iShares Tr | $3.55M | 2.2% |
| iShares Tr | $3.49M | 2.2% |
| iShares Tr | $3.08M | 1.9% |
| iShares Tr | $2.84M | 1.8% |
| Vanguard Index Fds | $2.75M | 1.7% |
| Apple Inc. | $2.71M | 1.7% |
| iShares Tr | $2.55M | 1.6% |
| SPDR S&P 500 ETF Tr | $2.35M | 1.5% |
| NVIDIA Corp | $2.33M | 1.5% |
| Alphabet Inc. | $2.12M | 1.3% |
| Vanguard Specialized Funds | $2.08M | 1.3% |
| Invesco Exchange Traded Fd T | $2.03M | 1.3% |
| Vanguard Index Fds | $1.89M | 1.2% |
| Vanguard Index Fds | $1.85M | 1.2% |
| Amazon.com Inc | $1.67M | 1.0% |
| Home Depot, Inc. | $1.47M | 0.9% |
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.