§ 13F · FUND PROFILE
MBL Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1045.8T (13F)Positions · 274Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1247.8T 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 | SPY | SPDR S&P 500 ETF TR | 214K | $145.7T | 11.7% | NEW |
| 2 | BIL | SPDR SERIES TRUST | 1.10M | $100.3T | 8.0% | NEW |
| 3 | IJH | ISHARES TR | 867K | $57.2T | 4.6% | NEW |
| 4 | GLDM | WORLD GOLD TR | 513K | $43.8T | 3.5% | NEW |
| 5 | IEMG | ISHARES INC | 639K | $43.0T | 3.4% | NEW |
| 6 | DIVO | AMPLIFY ETF TR | 942K | $41.9T | 3.4% | NEW |
| 7 | ISTB | ISHARES TR | 774K | $37.8T | 3.0% | NEW |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 707K | $34.1T | 2.7% | NEW |
| 9 | UITB | VICTORY PORTFOLIOS II | 663K | $31.4T | 2.5% | NEW |
| 10 | IJR | ISHARES TR | 257K | $30.8T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBL SIGNAL
AC read
MBL Wealth, LLC is a Other fund managing $1045798.4 trillion in assets. The fund runs a broad portfolio of 274 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 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