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CIK: 0001845785
Total reported value
$1.5B
$1.5B
246 檔
25.6%
In Q3 2025, MBL Wealth, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 246 disclosed stock positions.
In Q3 2025, MBL Wealth, LLC displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BIL, IJH) accounted for 25.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.34% | +0.35% | -0.34% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.55% | +0.35% | +12.51% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.74% | +0.32% | +1.44% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.59% | +0.32% | +0.74% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.57% | -0.13% | +2.17% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.45% | -0.78% | +1.26% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.18% | -0.18% | +5.08% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.85% | -0.12% | +1.99% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.59% | +0.24% | -0.51% | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 2.58% | -0.13% | +4.09% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.32% | -0.06% | +0.97% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.19% | -0.11% | +4.79% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.02% | -1.36% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.02% | -0.07% | +1.87% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.92% | — | +0.85% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.46% | -0.03% | -0.31% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.36% | -0.09% | +5.71% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | -0.32% | -1.81% | |
| 19 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.99% | +0.09% | +74.95% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.94% | -0.15% | +9.99% | |
| 21 | MODL | Victoryshares Westend US Sec | ETF-Other | 0.91% | +0.04% | +3.15% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.09% | +5.05% | |
| 23 | CARY | Angel Oak Income ETF | ETF-Other | 0.89% | -0.10% | +3.94% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.83% | -0.13% | +4.25% | |
| 25 | CBTJ | Calamos Bitcoin 80 P ETF Jan | ETF-Crypto | 0.81% | +0.40% | +17.98% | |
| 26 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.76% | -0.04% | -0.57% | |
| 27 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.76% | — | +0.19% | |
| 28 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.74% | -0.02% | -0.01% | |
| 29 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.66% | +0.02% | -8.36% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.01% | +1.21% | |
| 31 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.66% | -0.10% | +7.59% | |
| 32 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.65% | +0.01% | -2.82% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.65% | -0.03% | -16.49% | |
| 34 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.63% | -0.12% | +3.12% | |
| 35 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.05% | +0.76% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | -0.09% | +0.34% | |
| 37 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.59% | -0.06% | +1.77% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.02% | +24.11% | |
| 39 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.58% | — | +1.62% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | -0.04% | +1.49% | |
| 41 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.56% | -0.10% | +0.71% | |
| 42 | MLPA | Global X Mlp ETF | ETF-Other | 0.56% | -0.04% | +7.33% | |
| 43 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.49% | — | -0.64% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.17% | -2.33% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.06% | +1.50% | |
| 46 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.47% | — | +4.02% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.02% | -8.25% | |
| 48 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.46% | -0.05% | -7.54% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.02% | +4.52% | |
| 50 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.45% | -0.01% | +5.81% |
According to official SEC Form 13F filings, MBL Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 246 disclosed positions in Q3 2025.
During Q3 2025, MBL Wealth, LLC's top holdings by market value included SPY (12.3%)、BIL (8.6%)、IJH (4.7%). The largest single position, SPY, represented 12.3% of total portfolio value.
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Top New Position Initiated
QQQI
市值: $11.3M
Top Position Liquidated / Trimmed
COM
前期市值: $8.4M
In Q3 2025, MBL Wealth, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 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.
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