Institutions / Mb, Levis & Associates, LLC
Mb, Levis & Associates, LLC
CIK 2065807 · Institution · as of Dec 31, 2025
Portfolio value
$237.55M
Positions
245
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 245 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $20.66M | 8.7% |
| Vanguard Intl Equity Index F | $19.53M | 8.2% |
| WisdomTree Tr | $15.94M | 6.7% |
| WisdomTree Tr | $15.50M | 6.5% |
| iShares Tr | $13.76M | 5.8% |
| iShares Tr | $13.74M | 5.8% |
| Vanguard Mun Bd Fds | $13.63M | 5.7% |
| iShares Tr | $13.30M | 5.6% |
| iShares Tr | $13.10M | 5.5% |
| iShares Tr | $12.61M | 5.3% |
| American Centy ETF Tr | $9.85M | 4.1% |
| Capital Grp Fixed Incm ETF T | $9.84M | 4.1% |
| Apple Inc. | $4.58M | 1.9% |
| JPMorgan Chase & Co | $3.91M | 1.6% |
| Caterpillar Inc | $3.78M | 1.6% |
| Microsoft Corp | $3.64M | 1.5% |
| Vanguard Mun Bd Fds | $3.22M | 1.4% |
| Alphabet Inc. | $2.67M | 1.1% |
| Lowes Companies Inc | $2.44M | 1.0% |
| Johnson & Johnson | $2.21M | 0.9% |
| iShares Tr | $2.14M | 0.9% |
| Automatic Data Processing Inc | $2.05M | 0.9% |
| Abbott Laboratories | $1.95M | 0.8% |
| Qualcomm INC/DE | $1.90M | 0.8% |
| Emerson Electric Co | $1.80M | 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.