MBL Wealth, LLC
CIK 1845785
13F filing for Q2 2026・No. 2,037
- Holdings
- US$1.47B
- Quarter change
- +US$143.89M
- Entries
- 434
- Net bought (estimate)
- +US$38.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 82
- Sold out 32
- Cut 133
- Added 130
- Corporate actions 2
- Unchanged 36
Largest holdings
381 stocks worth US$1.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 216,949 | US$162.01M | 11.07% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 1,518,042 | US$139.11M | 9.51% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 942,760 | US$72.7M | 4.97% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 668,096 | US$55.35M | 3.78% |
| AMPLIFY ETF TRCWP ENHANCED DIV | Added | 1,025,761 | US$46.88M | 3.20% |
| ISHARES TRCORE 1 5 YR USD | Added | 874,816 | US$42.21M | 2.88% |
| WORLD GOLD TRSPDR GLD MINIS | Added | 516,616 | US$41.03M | 2.80% |
| ISHARES TRCORE S&P SCP ETF | Added | 269,424 | US$39.96M | 2.73% |
| DIMENSIONAL ETF TRUSTNATL MUN BD ETF | Added | 776,501 | US$37.53M | 2.57% |
| VICTORY PORTFOLIOS IICORE BD ETF | Added | 758,771 | US$35.54M | 2.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.