§ 13F · FUND PROFILE
MB Generational Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 66Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$59K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 538K | $20M | 10.9% | −4% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 177K | $20M | 10.8% | ±0% |
| 3 | DISV | DIMENSIONAL ETF TRUST | 441K | $17M | 9.6% | +1% |
| 4 | QUAL | ISHARES TR | 82K | $16M | 8.7% | −1% |
| 5 | OEF | ISHARES TR | 46K | $15M | 8.1% | −1% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 127K | $10M | 5.7% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 229K | $9M | 4.9% | +18% |
| 8 | DIHP | DIMENSIONAL ETF TRUST | 202K | $7M | 3.6% | ±0% |
| 9 | ISCV | ISHARES TR | 88K | $6M | 3.4% | ±0% |
| 10 | DFSU | DIMENSIONAL ETF TRUST | 105K | $4M | 2.4% | +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 $157 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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