§ 13F · FUND PROFILE
MB Generational Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.4T (13F)Positions · 66Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 559K | $21.2T | 11.2% | +6% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 177K | $18.0T | 9.5% | +4% |
| 3 | DISV | DIMENSIONAL ETF TRUST | 436K | $16.6T | 8.8% | +4% |
| 4 | QUAL | ISHARES TR | 83K | $16.4T | 8.7% | ±0% |
| 5 | OEF | ISHARES TR | 46K | $15.9T | 8.4% | −3% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 127K | $9.6T | 5.1% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 194K | $7.7T | 4.1% | +94% |
| 8 | GE | GE AEROSPACE | 23K | $7.0T | 3.7% | NEW |
| 9 | DIHP | DIMENSIONAL ETF TRUST | 202K | $6.4T | 3.4% | +3% |
| 10 | ISCV | ISHARES TR | 88K | $6.0T | 3.2% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MB SIGNAL
AC read
MB Generational Wealth, LLC is a Other fund managing $157438.5 trillion in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed