§ 13F · FUND PROFILE
MBL Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 274Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 218K | $142M | 10.7% | +2% |
| 2 | BIL | SPDR SERIES TRUST | 1.32M | $121M | 9.1% | +20% |
| 3 | IJH | ISHARES TR | 909K | $61M | 4.6% | +5% |
| 4 | GLDM | WORLD GOLD TR | 511K | $47M | 3.6% | ±0% |
| 5 | IEMG | ISHARES INC | 656K | $46M | 3.5% | +3% |
| 6 | DIVO | AMPLIFY ETF TR | 982K | $44M | 3.3% | +4% |
| 7 | ISTB | ISHARES TR | 835K | $40M | 3.1% | +8% |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 740K | $35M | 2.7% | +5% |
| 9 | UITB | VICTORY PORTFOLIOS II | 721K | $34M | 2.6% | +9% |
| 10 | IJR | ISHARES TR | 265K | $33M | 2.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBL SIGNAL
AC read
MBL Wealth, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 274 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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