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CIK: 0002009056
Total reported value
$203.9M
$203.9M
66 檔
42.7%
As reported in its official Q1 2026 Form 13F filing, MB Generational Wealth, LLC's tracked investment portfolio stood at $203.9M with 66 total positions.
MB Generational Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 2 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.94% | -0.73% | -3.71% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 10.82% | +0.07% | +0.17% | |
| 3 | DISV | Dimensional International Sm | ETF-Other | 9.61% | -0.86% | +1.06% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.65% | +0.04% | -1.31% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 8.07% | +0.09% | -0.94% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.66% | -0.01% | -0.03% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.92% | +0.57% | +18.09% | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 3.60% | -0.39% | +0.08% | |
| 9 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 3.38% | -0.04% | — | |
| 10 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.38% | +0.10% | +5.84% | |
| 11 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.37% | -0.06% | +0.81% | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 1.64% | +0.12% | +16.98% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.59% | +0.04% | +16.55% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.01% | -11.41% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.51% | +0.29% | +39.66% | |
| 16 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.37% | +0.08% | +14.05% | |
| 17 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.27% | +0.06% | +15.23% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.25% | +0.06% | +9.04% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.14% | -0.01% | +7.11% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.12% | +0.06% | +11.80% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | -0.04% | -8.87% | |
| 22 | DFIC | Dimensional International Co | ETF-Other | 0.99% | +0.03% | +4.63% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.91% | +0.06% | — | |
| 24 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.90% | -0.07% | +3.36% | |
| 25 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.81% | -0.04% | — | |
| 26 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.80% | +0.09% | +20.49% | |
| 27 | REET | Ishares Global Reit ETF | ETF-Other | 0.74% | -0.02% | — | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.72% | -0.05% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | — | -1.97% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.59% | -0.01% | -1.58% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.58% | -0.03% | — | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.50% | +0.13% | — | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.46% | -0.01% | +7.32% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.46% | -0.03% | -1.29% | |
| 35 | DFIV | Dimensional International Va | ETF-Other | 0.46% | -0.05% | -0.93% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.07% | — | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.40% | -0.01% | -2.07% | |
| 38 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.40% | -0.02% | -20.83% | |
| 39 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.36% | — | +1.67% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.34% | — | — | |
| 41 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.31% | -0.02% | — | |
| 42 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.29% | -0.01% | — | |
| 43 | GOSS | Gossamer Bio Inc | Stock-Other | 0.28% | -0.10% | -4.57% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.04% | -15.56% | |
| 45 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.23% | +0.02% | -5.17% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.23% | — | +14.23% | |
| 47 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.23% | +0.68% | +33.06% | |
| 48 | IVLU | Ishares Msci International V | ETF-Other | 0.20% | -0.02% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | — | — | |
| 50 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.19% | -0.02% | — |
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 Q1 2026.
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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, DISV) accounted for 42.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
RRGB
市值: $58.9K
Top Position Liquidated / Trimmed
GE
前期市值: $7.0M
During Q1 2026, MB Generational Wealth, LLC's top holdings by market value included DUHP (10.9%)、AVUV (10.8%)、DISV (9.6%). The largest single position, DUHP, represented 10.9% of total portfolio value.
In Q1 2026, MB Generational Wealth, LLC made 41 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 2 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.
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