§ 13F · FUND PROFILE
MB, LEVIS & ASSOCIATES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202.8T (13F)Positions · 292Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$237.5T 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 JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 66K | $20.7T | 8.7% | NEW |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 265K | $19.5T | 8.2% | NEW |
| 3 | DHS | WISDOMTREE TR | 157K | $15.9T | 6.7% | NEW |
| 4 | DGRW | WISDOMTREE TR | 173K | $15.5T | 6.5% | NEW |
| 5 | IBDW | ISHARES TR | 650K | $13.8T | 5.8% | NEW |
| 6 | IBCA | ISHARES TR | 530K | $13.7T | 5.8% | NEW |
| 7 | VCRM | VANGUARD MUN BD FDS | 180K | $13.6T | 5.7% | NEW |
| 8 | IBDZ | ISHARES TR | 504K | $13.3T | 5.6% | NEW |
| 9 | IBDX | ISHARES TR | 513K | $13.1T | 5.5% | NEW |
| 10 | IBDY | ISHARES TR | 482K | $12.6T | 5.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MB, SIGNAL
AC read
MB, LEVIS & ASSOCIATES, LLC is a Other fund managing $202767.8 trillion in assets. The fund runs a broad portfolio of 292 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
11 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed