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
$394,000 0.04% of portfolio
23,567
Q2 2025 Added 14.05%
$0
$402,000 0.04% of portfolio
18,316
Q2 2025 Reduced 21.44%
$0
$361,000 0.04% of portfolio
17,424
Q2 2025 Reduced 7.22%
$107B
$379,000 0.04% of portfolio
6,467
Q2 2025 Reduced 0.52%
$0
$291,000 0.03% of portfolio
7,830
Q2 2025 Reduced 6.17%
$0
$275,000 0.03% of portfolio
10,380
Q2 2025 Reduced 4.34%
$221B
$319,000 0.03% of portfolio
2,576
Q2 2025 Added 12.74%
$5.61B
$272,000 0.03% of portfolio
18,681
Q2 2025 Reduced 0.03%
$0
$302,000 0.03% of portfolio
5,575
Q2 2025 New
$283B
$320,000 0.03% of portfolio
1,245
Q2 2025 Added 0.97%
$0
$283,000 0.03% of portfolio
500
Q2 2025 Reduced 1.57%
$0
$250,000 0.03% of portfolio
6,056
Q1 2025 Reduced 0.02%
$0
$291,000 0.03% of portfolio
2,400
Q2 2023 New
$177B
$259,000 0.03% of portfolio
1,333
Q2 2025 Reduced 4.72%
$168B
$267,000 0.03% of portfolio
660
Q2 2025 Reduced 3.79%
$220B
$322,000 0.03% of portfolio
2,370
Q2 2025 Added 0.13%
$121B
$241,000 0.03% of portfolio
542
Q2 2025 Reduced 1.99%
$70.8B
$276,000 0.03% of portfolio
1,771
Q2 2025 Reduced 45.84%
$195B
$323,000 0.03% of portfolio
11,195
Q2 2025 Added 7.08%
$0
$313,000 0.03% of portfolio
5,496
Q1 2025 New
$120B
$238,000 0.03% of portfolio
1,594
Q2 2025 New
$182B
$316,000 0.03% of portfolio
3,719
Q2 2025 Added 6.84%
$0
$328,000 0.03% of portfolio
1,155
Q2 2025 Added 7.44%
$98.7B
$278,000 0.03% of portfolio
1,011
Q2 2025 Reduced 5.34%
$0
$305,000 0.03% of portfolio
7,229
Q2 2022 New
$146B
$281,000 0.03% of portfolio
2,279
Q2 2025 Reduced 8.62%
$0
$276,000 0.03% of portfolio
6,500
Q4 2023 Reduced 2.99%
$0
$297,000 0.03% of portfolio
6,760
Q1 2025 Reduced 18.66%
$0
$249,000 0.03% of portfolio
4,720
Q2 2025 Reduced 4.07%
$0
$267,000 0.03% of portfolio
787
Q2 2025 Reduced 3.91%
$0
$309,000 0.03% of portfolio
4,006
Q2 2025 Added 7.49%
$95B
$286,000 0.03% of portfolio
4,031
Q2 2025 New
$12.5B
$285,000 0.03% of portfolio
20,800
Q4 2023 Reduced 11.11%
$0
$297,000 0.03% of portfolio
3,968
Q2 2025 Reduced 54.96%
$11.9B
$314,000 0.03% of portfolio
3,200
Q2 2025 Reduced 46.67%
$27.4B
$305,000 0.03% of portfolio
153
Q2 2025 Added 8.51%
$108B
$266,000 0.03% of portfolio
576
Q2 2025 Added 9.51%
$68.2B
$226,000 0.02% of portfolio
7,320
Q1 2025 Added 1.39%
$0
$167,000 0.02% of portfolio
19,150
Q2 2025 New
$0
$200,000 0.02% of portfolio
1,501
Q2 2025 New
$5.27B
$160,000 0.02% of portfolio
12,000
Q2 2025 Reduced 33.33%
$116B
$235,000 0.02% of portfolio
812
Q2 2025 Reduced 5.14%
$293B
$233,000 0.02% of portfolio
1,713
Q2 2025 New
$0
$216,000 0.02% of portfolio
1,750
Q2 2025 Reduced 1.41%
$126B
$212,000 0.02% of portfolio
237
Q2 2025 Reduced 32.29%
$0
$221,000 0.02% of portfolio
1,253
Q2 2025 New
$141B
$208,000 0.02% of portfolio
905
Q2 2025 Reduced 7.08%
$11B
$227,000 0.02% of portfolio
4,638
Q2 2025 Reduced 10.86%
$0
$230,000 0.02% of portfolio
1,329
Q2 2025 New

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
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email