Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025

Mbl Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $945 Million distributed in 274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $132M, Spdr Bloomberg 1 3 Month T Bil with a value of $87M, Ishares Core S&P Mid Cap ETF with a value of $50.9M, Amplify ETF Tr Amplify Cwp Enh with a value of $38.2M, and Ihares Core 1 5 Years Usd Bond with a value of $34.6M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $923M to 945M.

Mbl Wealth, LLC is based out at Charlotte, NC

Below you can find more details about Mbl Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $945 Million
ETFs: $801 Million
Technology: $52.5 Million
Financial Services: $21.1 Million
Communication Services: $15.2 Million
Consumer Cyclical: $14.1 Million
Healthcare: $6.98 Million
Industrials: $5.86 Million
Consumer Defensive: $5.52 Million
Other: $4.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.84 Million 0.3% of portfolio
102,771
Q2 2025 Reduced 63.89%
$855B
$2.88 Million 0.3% of portfolio
9,917
Q2 2025 Reduced 2.14%
$0
$2.71 Million 0.29% of portfolio
64,095
Q2 2025 Reduced 3.75%
$0
$2.6 Million 0.27% of portfolio
53,880
Q2 2025 Reduced 24.9%
$0
$2.37 Million 0.25% of portfolio
47,898
Q2 2025 Added 0.68%
$0
$2.26 Million 0.24% of portfolio
56,380
Q2 2025 Reduced 16.68%
$1.17T
$2.31 Million 0.24% of portfolio
13,048
Q2 2025 Reduced 24.75%
$0
$2.31 Million 0.24% of portfolio
7,594
Q2 2025 Reduced 40.5%
$0
$2.15 Million 0.23% of portfolio
3,234
Q2 2025 Reduced 1.13%
$0
$2.12 Million 0.22% of portfolio
47,210
Q2 2025 Reduced 29.03%
$380B
$1.9 Million 0.2% of portfolio
5,185
Q2 2025 Reduced 5.69%
$575B
$1.79 Million 0.19% of portfolio
5,047
Q2 2025 Reduced 2.21%
$0
$1.76 Million 0.19% of portfolio
48,422
Q2 2025 Added 30.93%
$0
$1.84 Million 0.19% of portfolio
4,366
Q2 2025 Added 4.68%
$642B
$1.73 Million 0.18% of portfolio
7,912
Q2 2025 Reduced 22.73%
$0
$1.65 Million 0.18% of portfolio
17,994
Q2 2025 Reduced 1.64%
$417B
$1.53 Million 0.16% of portfolio
1,543
Q2 2025 Reduced 0.52%
$0
$1.49 Million 0.16% of portfolio
57,255
Q2 2025 Added 3.11%
$0
$1.37 Million 0.15% of portfolio
2,207
Q2 2025 Added 3.76%
$260B
$1.38 Million 0.15% of portfolio
14,082
Q2 2025 Added 3.56%
$219B
$1.3 Million 0.14% of portfolio
8,882
Q2 2025 Added 9.6%
$253B
$1.34 Million 0.14% of portfolio
4,549
Q2 2025 Added 0.2%
$0
$1.34 Million 0.14% of portfolio
6,202
Q2 2025 Reduced 6.6%
$738B
$1.26 Million 0.13% of portfolio
1,611
Q2 2025 Added 3.4%
$32B
$1.21 Million 0.13% of portfolio
617
Q2 2025 Added 2.49%
$0
$1.26 Million 0.13% of portfolio
5,110
Q3 2024 Added 2.2%
$0
$1.1 Million 0.12% of portfolio
26,000
Q2 2025 Added 0.99%
$383B
$1.12 Million 0.12% of portfolio
23,708
Q2 2025 Added 1.57%
$93B
$1.13 Million 0.12% of portfolio
9,578
Q2 2025 Added 5.24%
$0
$1.12 Million 0.12% of portfolio
22,422
Q2 2025 Added 2.15%
$0
$1.15 Million 0.12% of portfolio
30,475
Q2 2025 Added 8.84%
$0
$1.17 Million 0.12% of portfolio
8,662
Q2 2025 Added 6.85%
$2.76B
$992,000 0.11% of portfolio
5,936
Q1 2022 New
$0
$1.05 Million 0.11% of portfolio
24,275
Q2 2025 Reduced 11.99%
$294B
$914,000 0.1% of portfolio
6,384
Q2 2025 Reduced 5.0%
$0
$955,000 0.1% of portfolio
12,135
Q2 2025 Reduced 0.82%
$0
$953,000 0.1% of portfolio
37,700
Q4 2024 Added 100.0%
$0
$937,000 0.1% of portfolio
10,490
Q4 2024 Reduced 3.67%
$439B
$991,000 0.1% of portfolio
6,492
Q2 2025 Added 7.31%
$267B
$985,000 0.1% of portfolio
3,160
Q2 2025 Added 48.22%
$530B
$989,000 0.1% of portfolio
739
Q2 2025 Added 0.82%
$159B
$929,000 0.1% of portfolio
3,991
Q2 2025 Added 0.81%
$375B
$965,000 0.1% of portfolio
6,058
Q2 2025 Reduced 3.44%
$0
$858,000 0.09% of portfolio
21,235
Q2 2025 Added 3.41%
$0
$831,000 0.09% of portfolio
3,284
Q2 2025 Added 13.87%
$452B
$889,000 0.09% of portfolio
8,255
Q2 2025 Reduced 1.74%
$220B
$803,000 0.09% of portfolio
2,071
Q2 2025 Added 4.65%
$533B
$768,000 0.08% of portfolio
1,367
Q2 2025 Added 4.27%
$141B
$786,000 0.08% of portfolio
3,546
Q2 2025 Reduced 2.13%

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $945 Million
  • Prior Value $923 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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