§ 13F · FUND PROFILE
MBA Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $216.7T (13F)Positions · 134Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T 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 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 202K | $15.8T | 6.4% | +6% |
| 2 | IQLT | ISHARES TR | 277K | $12.6T | 5.1% | +4% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 399K | $10.7T | 4.3% | +1% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 325K | $10.6T | 4.3% | +2% |
| 5 | IAU | ISHARES GOLD TR | 123K | $10.0T | 4.0% | +2% |
| 6 | DGRW | WISDOMTREE TR | 112K | $10.0T | 4.0% | +2% |
| 7 | SHY | ISHARES TR | 112K | $9.3T | 3.8% | +7% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 325K | $8.9T | 3.6% | +5% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 149K | $8.6T | 3.4% | +9% |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | 133K | $8.4T | 3.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBA SIGNAL
AC read
MBA Advisors LLC is a Other fund managing $216671.2 trillion in assets. The fund runs a portfolio of 134 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed