§ 13F · FUND PROFILE
MEMBERS WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.9T (13F)Positions · 104Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.9T 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 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 35K | $24.6T | 15.4% | −3% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 273K | $12.6T | 7.9% | +15% |
| 3 | SPYG | SPDR SERIES TRUST | 86K | $9.2T | 5.8% | −1% |
| 4 | BND | VANGUARD BD INDEX FDS | 119K | $8.9T | 5.6% | +38% |
| 5 | SPYV | SPDR SERIES TRUST | 144K | $8.4T | 5.2% | +71% |
| 6 | IBDV | ISHARES TR | 194K | $4.3T | 2.7% | +2% |
| 7 | IBDT | ISHARES TR | 166K | $4.2T | 2.6% | +1% |
| 8 | IBDU | ISHARES TR | 173K | $4.1T | 2.5% | +2% |
| 9 | MSFT | MICROSOFT CORP | 8K | $3.6T | 2.2% | −4% |
| 10 | IBDS | ISHARES TR | 146K | $3.5T | 2.2% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEMBERS SIGNAL
AC read
MEMBERS WEALTH LLC is a Other fund managing $157889.4 trillion in assets. The fund runs a portfolio of 104 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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