13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002009056
Total reported value
$203.9M
$203.9M
66 檔
41.1%
During the Q3 2025 filing period, MB Generational Wealth, LLC (CIK: 0002009056) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.9M across 66 reported positions.
In Q3 2025, MB Generational Wealth, LLC displayed an active expansion posture, initiating 18 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 12.59% | -0.73% | -4.63% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 10.79% | +0.07% | -23.02% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.23% | +0.04% | -5.98% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 10.09% | +0.09% | -8.07% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 9.52% | -0.86% | -11.37% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.82% | -0.01% | -5.09% | |
| 7 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 3.97% | -0.04% | +301.00% | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 3.76% | -0.39% | -4.65% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.45% | +0.57% | +30.63% | |
| 10 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.41% | -0.06% | -24.21% | |
| 11 | GOSS | Gossamer Bio Inc | Stock-Other | 2.36% | -0.10% | — | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.32% | +0.10% | +0.90% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.01% | -2.50% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | -0.04% | — | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.12% | -0.01% | +4.35% | |
| 16 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.03% | +0.08% | +15.92% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.97% | +0.06% | +105.54% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.91% | -0.07% | +0.12% | |
| 19 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.90% | -0.04% | -4.36% | |
| 20 | REET | Ishares Global Reit ETF | ETF-Other | 0.86% | -0.02% | -23.68% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.81% | -0.05% | -21.74% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.70% | -0.03% | +67.56% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | — | — | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.67% | +0.06% | +69.81% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.64% | -0.01% | -15.09% | |
| 26 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.59% | -0.02% | +125.83% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.07% | +31.06% | |
| 28 | DFIC | Dimensional International Co | ETF-Other | 0.51% | +0.03% | +79.06% | |
| 29 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.51% | +0.13% | -17.38% | |
| 30 | DFIS | Dimensional International Sm | ETF-Other | 0.50% | -0.03% | -0.82% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | -0.01% | -7.45% | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.46% | -0.05% | -8.16% | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.43% | -0.01% | -1.23% | |
| 34 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.41% | +0.04% | +28.79% | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | +0.29% | — | |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.36% | -0.02% | +80.32% | |
| 37 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.36% | +0.06% | — | |
| 38 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.33% | -0.01% | — | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | — | +4.37% | |
| 40 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.28% | +0.02% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.04% | +42.11% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | — | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 44 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.23% | +0.06% | +59.17% | |
| 45 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.22% | -0.01% | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.21% | — | — | |
| 47 | IVLU | Ishares Msci International V | ETF-Other | 0.21% | -0.02% | -36.47% | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.20% | — | — | |
| 49 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.20% | -0.01% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | — |
According to official SEC Form 13F filings, MB Generational Wealth, LLC reported a total U.S. public equity portfolio value of $203.9M across 66 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, AVUV, QUAL) accounted for 41.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOSS
市值: $3.7M
Top Position Liquidated / Trimmed
VGSH
前期市值: $1.9M
During Q3 2025, MB Generational Wealth, LLC's top holdings by market value included DUHP (12.6%)、AVUV (10.8%)、QUAL (10.2%). The largest single position, DUHP, represented 12.6% of total portfolio value.
In Q3 2025, MB Generational Wealth, LLC made 49 total portfolio adjustments, initiating 18 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.