§ 13F · FUND PROFILE
MBL Wealth, LLC.
AUM · $1.5B (13F)Positions · 434Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 217K | $162M | 11.1% | ±0% |
| 2 | BIL | SPDR SERIES TRUST | 1.52M | $139M | 9.5% | +15% |
| 3 | IJH | ISHARES TR | 943K | $73M | 5.0% | +4% |
| 4 | IEMG | ISHARES INC | 668K | $55M | 3.8% | +2% |
| 5 | DIVO | AMPLIFY ETF TR | 1.03M | $47M | 3.2% | +4% |
| 6 | ISTB | ISHARES TR | 875K | $42M | 2.9% | +5% |
| 7 | GLDM | WORLD GOLD TR | 517K | $41M | 2.8% | +1% |
| 8 | IJR | ISHARES TR | 269K | $40M | 2.7% | +2% |
| 9 | DFNM | DIMENSIONAL ETF TRUST | 777K | $38M | 2.6% | +5% |
| 10 | UITB | VICTORY PORTFOLIOS II | 759K | $36M | 2.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBL SIGNAL
AC read
MBL Wealth, LLC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 434 positions.
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