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CIK: 0001845785
Total reported value
$1.7B
$1.7B
381 檔
28.5%
During the Q2 2026 filing period, MBL Wealth, LLC (CIK: 0001845785) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 381 reported positions.
In Q2 2026, MBL Wealth, LLC displayed an active expansion posture, initiating 64 new positions and adding to 66 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 381 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 | 11.13% | -0.93% | -0.26% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.49% | -0.62% | +15.12% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.96% | -0.72% | +3.74% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.78% | -0.40% | +1.82% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.20% | -0.22% | +4.48% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.88% | -0.26% | +4.80% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.80% | -0.10% | +1.12% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.73% | -0.46% | +1.79% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.56% | -0.27% | +4.97% | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 2.43% | -0.05% | +5.26% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.08% | -0.24% | +1.05% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.02% | -0.19% | +6.13% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.90% | -0.08% | +3.94% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.03% | -1.62% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.81% | -0.17% | +6.20% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.20% | -1.15% | +3.09% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.19% | -0.11% | -2.71% | |
| 18 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 1.13% | -0.06% | +5.81% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.00% | -0.14% | +3.62% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.93% | -0.27% | +26.82% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.11% | -28.52% | |
| 22 | MODL | Victoryshares Westend US Sec | ETF-Other | 0.91% | -0.07% | +1.25% | |
| 23 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.88% | +0.68% | +14.76% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.86% | — | -5.59% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.83% | -0.17% | -3.72% | |
| 26 | CARY | Angel Oak Income ETF | ETF-Other | 0.75% | -0.10% | -1.85% | |
| 27 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.71% | -0.13% | -1.50% | |
| 28 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.70% | -0.09% | +1.39% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.22% | -2.63% | |
| 30 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.64% | -0.09% | +0.38% | |
| 31 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.63% | -0.07% | -0.91% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.59% | -0.06% | -1.73% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.08% | -1.36% | |
| 34 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.57% | -0.12% | -7.33% | |
| 35 | MLPA | Global X Mlp ETF | ETF-Other | 0.56% | -0.03% | +6.45% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.03% | +0.88% | |
| 37 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.09% | +1.64% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.54% | -0.16% | -27.69% | |
| 39 | CBTJ | Calamos Bitcoin 80 P ETF Jan | ETF-Crypto | 0.53% | +0.09% | +381.08% | |
| 40 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.52% | +0.05% | +8.98% | |
| 41 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.01% | -4.98% | |
| 42 | THIR | Thor Index Rotation ETF | ETF-Large Cap & Growth | 0.46% | -0.05% | +6.07% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | +1.95% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | -0.07% | +260.52% | |
| 45 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.45% | -0.09% | -0.22% | |
| 46 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.42% | -0.06% | -6.47% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.05% | +2.31% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | -0.03% | +4.71% | |
| 49 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.41% | -0.05% | +0.58% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.03% | +0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CBTJ | Calamos Bitcoin 80 P ETF Jan | +0.4% | +381.08% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -0.26% | Trim |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +15.12% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +3.74% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.3% | +1.82% | Add |
| 6 | AMD | Advanced Micro Devices | +0.3% | +4.71% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.79% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | -28.94% | Trim |
| 9 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | +571.30% | Add |
| 10 | NPFI | Nuveen Preferred & Income | +0.1% | +543.21% | Add |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +26.82% | Add |
| 12 | INTC | Intel CORP | +0.1% | +126.08% | Add |
| 13 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | NEW | New buy |
| 14 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | +5.81% | Add |
| 15 | BAND | Bandwidth Inc-class A | +0.1% | — | Unchanged |
| 16 | LRCX | Lam Research CORP | +0.1% | +7.27% | Add |
| 17 | SNTH | Mrp Synthequity ETF | +0.1% | NEW | New buy |
| 18 | ILF | Ishares Latin America 40 ETF | +0.1% | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.36% | Trim |
| 20 | CAT | Caterpillar Inc | +0.1% | +2.97% | Add |
| 21 | QQWZ | Pcr Csh Cowz 100n 100r | +0.1% | +46.09% | Add |
| 22 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 23 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 24 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +2.31% | Add |
| 26 | KLAC | Kla CORP | +0.1% | +1438.49% | Add |
| 27 | AMAT | Applied Materials Inc | +0.1% | +6.85% | Add |
| 28 | GLW | Corning Inc | +0.1% | +19.88% | Add |
| 29 | SIMO | Silicon Motion Technol-adr | +0.1% | NEW | New buy |
| 30 | MODL | Victoryshares Westend US Sec | 0% | +1.25% | Add |
| 31 | VGT | Vanguard Info Tech ETF | 0% | +699.38% | Add |
| 32 | GE | General Electric | 0% | +27.55% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +19.66% | Add |
| 34 | BAC | Bank Of America CORP | 0% | +19.12% | Add |
| 35 | PANW | Palo Alto Networks Inc | 0% | -2.04% | Trim |
| 36 | WDC | Western Digital CORP | 0% | +31.60% | Add |
| 37 | SITM | Sitime CORP | 0% | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | 0% | +37.28% | Add |
| 39 | BE | Bloom Energy Corp- A | 0% | NEW | New buy |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | TBIL | F/m US Treasury 3 Month Bill | 0% | +14.76% | Add |
| 42 | THIR | Thor Index Rotation ETF | 0% | +6.07% | Add |
| 43 | PTNQ | Pacer Trendpilot 100 ETF | 0% | -3.03% | Trim |
| 44 | LLY | Eli Lilly & Co | 0% | +0.70% | Add |
| 45 | GEV | GE Vernova Inc | 0% | +31.88% | Add |
| 46 | AAOI | Applied Optoelectronics Inc | 0% | NEW | New buy |
| 47 | CRS | Carpenter Technology | 0% | NEW | New buy |
| 48 | AAPL | Apple Inc | 0% | -1.62% | Trim |
| 49 | PTMC | Pacer Trendpilot US Mid Cap | 0% | +0.38% | Add |
| 50 | AMZN | Amazon.com Inc | 0% | +0.88% | Add |
According to official SEC Form 13F filings, MBL Wealth, LLC reported a total U.S. public equity portfolio value of $1.7B across 381 disclosed positions in Q2 2026.
During Q2 2026, MBL Wealth, LLC's top holdings by market value included SPY (11.1%)、BIL (9.5%)、IJH (5.0%). The largest single position, SPY, represented 11.1% of total portfolio value.
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 SPY, BIL, IJH) accounted for 28.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
DBMF
市值: $1.6M
Top Position Liquidated / Trimmed
CBTY
前期市值: $6.3M
In Q2 2026, MBL Wealth, LLC made 199 total portfolio adjustments, initiating 64 new buys, adding to 66 positions, trimming 45 holdings, and fully liquidating 24 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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