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CIK: 0001845785
Total reported value
$1.5B
$1.5B
331 檔
28.5%
As reported in its official Q1 2026 Form 13F filing, MBL Wealth, LLC's tracked investment portfolio stood at $1.5B with 331 total positions.
In Q1 2026, MBL Wealth, LLC displayed an active expansion posture, initiating 58 new positions and adding to 76 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BIL, IJH) accounted for 28.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 331 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 | 10.78% | +0.35% | +1.88% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.14% | +0.35% | +20.09% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.64% | +0.32% | +4.77% | |
| 4 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.58% | -0.78% | -0.40% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.46% | +0.32% | +2.63% | |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.33% | -0.13% | +4.27% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.06% | -0.18% | +7.78% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.68% | -0.12% | +4.62% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-Other | 2.56% | -0.13% | +8.80% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.49% | +0.24% | +3.17% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.14% | -0.06% | +1.75% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.13% | -0.11% | +7.49% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.90% | — | +5.68% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.88% | -0.07% | +4.44% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.02% | -9.41% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.29% | -0.09% | +6.78% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -0.32% | +1.75% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.22% | -0.03% | +0.51% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.06% | -0.06% | +3689.97% | |
| 20 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 1.04% | +0.09% | +9.87% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.01% | -0.15% | +25.74% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.96% | -0.13% | +29.29% | |
| 23 | MODL | Victoryshares Westend US Sec | ETF-Other | 0.87% | +0.04% | +9.90% | |
| 24 | CARY | Angel Oak Income ETF | ETF-Other | 0.85% | -0.10% | +3.95% | |
| 25 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.85% | +0.03% | +48.43% | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.82% | +0.11% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.09% | +5.40% | |
| 28 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.04% | +4.50% | |
| 29 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.70% | — | +2.78% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.63% | -0.09% | +4.27% | |
| 31 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.63% | -0.06% | -1.27% | |
| 32 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.62% | +0.02% | +4.21% | |
| 33 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.62% | +0.01% | +2.38% | |
| 34 | MLPA | Global X Mlp ETF | ETF-Other | 0.60% | -0.04% | +6.13% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.58% | +0.01% | +3.44% | |
| 36 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.56% | -0.04% | +12.16% | |
| 37 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.54% | — | +29.49% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.06% | -3.19% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.02% | +1.65% | |
| 40 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.05% | -2.02% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.04% | +0.81% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.02% | -2.19% | |
| 43 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.48% | -0.12% | -8.59% | |
| 44 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.47% | -0.10% | -5.08% | |
| 45 | CBTY | Calamos Bitcoin 80 Str-jul | ETF-Crypto | 0.47% | -0.47% | EXIT | |
| 46 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.47% | -0.02% | -20.30% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.45% | -0.03% | -7.03% | |
| 48 | THIR | Thor Index Rotation ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | +30.92% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.03% | +3.12% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.17% | -1.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | +20.09% | Add |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +1% | +3689.97% | Add |
| 3 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +48.43% | Add |
| 4 | SUB | Ishares Short-term National | +0.2% | +29.29% | Add |
| 5 | GBIL | Goldman Sachs Access Treasur | +0.2% | +25.74% | Add |
| 6 | HGER | Harbor Commodity All Weather | +0.1% | +12.16% | Add |
| 7 | PDEC | Innovator U.s. Equity Power | +0.1% | +29.49% | Add |
| 8 | CBTY | Calamos Bitcoin 80 Str-jul | +0.1% | +44.30% | Add |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.1% | -0.40% | Trim |
| 10 | MLPA | Global X Mlp ETF | +0.1% | +6.13% | Add |
| 11 | THIR | Thor Index Rotation ETF | +0.1% | +30.92% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +92.80% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +2.15% | Add |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.77% | Add |
| 15 | UITB | Victoryshares Core Intermedi | +0.1% | +8.80% | Add |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +4.27% | Add |
| 17 | RXO | Rxo Inc | 0% | +389.68% | Add |
| 18 | VRT | Vertiv Holdings Co-a | 0% | +28.16% | Add |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +7.78% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +13.17% | Add |
| 21 | CVX | Chevron CORP | 0% | +3.54% | Add |
| 22 | VCIT | Vanguard Int-term Corporate | 0% | +166.67% | Add |
| 23 | PSX | Phillips 66 | 0% | +51.59% | Add |
| 24 | IAU | Ishares Gold Trust | 0% | +26.55% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | +2.63% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | +3.17% | Add |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +7.49% | Add |
| 28 | IDEV | Ishares Core Msci Dev Mkts | 0% | +5.68% | Add |
| 29 | UDEC | Innovator U.s. Equity Ultra | 0% | +21.27% | Add |
| 30 | GLW | Corning Inc | 0% | +76.14% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -2.22% | Trim |
| 32 | CAT | Caterpillar Inc | 0% | -4.65% | Trim |
| 33 | PEP | Pepsico Inc | 0% | +89.41% | Add |
| 34 | FCX | Freeport-mcmoran Inc | 0% | +45.97% | Add |
| 35 | AMAT | Applied Materials Inc | 0% | +52.89% | Add |
| 36 | FDX | Fedex CORP | 0% | +37.47% | Add |
| 37 | TRV | Travelers Cos Inc/the | 0% | +133.10% | Add |
| 38 | TJX | Tjx Companies Inc | 0% | +26.04% | Add |
| 39 | GEV | GE Vernova Inc | 0% | +15.80% | Add |
| 40 | IWB | Ishares Russell 1000 ETF | 0% | +90.22% | Add |
| 41 | AMGN | Amgen Inc | 0% | +68.67% | Add |
| 42 | LMT | Lockheed Martin CORP | 0% | +29.62% | Add |
| 43 | FNOV | Ft Vest US Equity Buffer ETF | 0% | +11.72% | Add |
| 44 | MLPB | Etracs Alerian Infrast Ser B | 0% | +2.05% | Add |
| 45 | WMT | Walmart Inc | 0% | -0.33% | Trim |
| 46 | HON | Honeywell International Inc | 0% | +43.31% | Add |
| 47 | LRCX | Lam Research CORP | 0% | -2.10% | Trim |
| 48 | VZ | Verizon Communications Inc | 0% | -1.17% | Trim |
| 49 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 50 | MRK | Merck & Co. Inc. | 0% | -0.70% | Trim |
According to official SEC Form 13F filings, MBL Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 331 disclosed positions in Q1 2026.
During Q1 2026, MBL Wealth, LLC's top holdings by market value included SPY (10.8%)、BIL (9.1%)、IJH (4.6%). The largest single position, SPY, represented 10.8% of total portfolio value.
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Top New Position Initiated
JCPB
市值: $10.8M
Top Position Liquidated / Trimmed
IFLN
前期市值: $7.1M
In Q1 2026, MBL Wealth, LLC made 197 total portfolio adjustments, initiating 58 new buys, adding to 76 positions, trimming 46 holdings, and fully liquidating 17 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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