§ 13F · FUND PROFILE
MBE Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $230.0T (13F)Positions · 135Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$952.4B 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 | QQQ | INVESCO QQQ TR | 49K | $29.8T | 12.5% | −1% |
| 2 | VB | VANGUARD INDEX FDS | 101K | $26.0T | 10.9% | +2% |
| 3 | SPYV | SPDR SERIES TRUST | 444K | $25.2T | 10.6% | +4% |
| 4 | ACIO | ETF SER SOLUTIONS | 283K | $12.4T | 5.2% | +4% |
| 5 | IVV | ISHARES TR | 18K | $12.0T | 5.0% | −1% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 310K | $8.2T | 3.4% | +5% |
| 7 | DRSK | ETF SER SOLUTIONS | 285K | $8.1T | 3.4% | +6% |
| 8 | IDUB | ETF SER SOLUTIONS | 333K | $8.1T | 3.4% | +3% |
| 9 | DUBS | ETF SER SOLUTIONS | 142K | $5.3T | 2.2% | −2% |
| 10 | OSCV | ETF SER SOLUTIONS | 143K | $5.3T | 2.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBE SIGNAL
AC read
MBE Wealth Management, LLC is a Other fund managing $229978.2 trillion in assets. The fund runs a portfolio of 135 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