§ 13F · FUND PROFILE
MB Generational Wealth, LLC.
AUM · $204M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$481K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 178K | $22M | 10.9% | ±0% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 499K | $21M | 10.2% | −7% |
| 3 | DISV | DIMENSIONAL ETF TRUST | 444K | $18M | 8.7% | +1% |
| 4 | QUAL | ISHARES TR | 81K | $18M | 8.7% | −1% |
| 5 | OEF | ISHARES TR | 45K | $17M | 8.2% | −1% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 126K | $12M | 5.7% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 252K | $11M | 5.5% | +10% |
| 8 | ISCV | ISHARES TR | 87K | $7M | 3.3% | −1% |
| 9 | DIHP | DIMENSIONAL ETF TRUST | 192K | $7M | 3.2% | −5% |
| 10 | DFSU | DIMENSIONAL ETF TRUST | 109K | $5M | 2.5% | +3% |
§ 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 $204 million in assets. The fund runs a portfolio of 66 positions.
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