Mb Generational Wealth, LLC Portfolio Holdings

Mb Generational Wealth, LLC

  • $157 Billion
  • Q3 2025

Mb Generational Wealth, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $19.8B, American Centy ETF Tr Avantis with a value of $17B, Ishares Msci Usa Quality Facto with a value of $16.1B, Ishares S&P 100 ETF with a value of $15.9B, and Dimensional ETF Tr Dimensional with a value of $15B.

Examining the 13F form we can see an increase of $23.5B in the current position value, from $134B to 157B.

Mb Generational Wealth, LLC is based out at Spokane, WA

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

Portfolio value $157 Billion
ETFs: $135 Billion
Healthcare: $3.72 Billion
Financial Services: $63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.8 Billion 12.59% of portfolio
524,963
Q3 2025 Reduced 4.63%
$0
$17 Billion 10.79% of portfolio
170,714
Q3 2025 Reduced 23.02%
$0
$16.1 Billion 10.23% of portfolio
82,791
Q3 2025 Reduced 5.98%
$0
$15.9 Billion 10.09% of portfolio
47,723
Q3 2025 Reduced 8.07%
$0
$15 Billion 9.52% of portfolio
419,878
Q3 2025 Reduced 11.37%
$0
$9.16 Billion 5.82% of portfolio
126,729
Q3 2025 Reduced 5.09%
$0
$6.26 Billion 3.97% of portfolio
93,893
Q3 2025 Added 301.0%
$0
$5.93 Billion 3.76% of portfolio
195,007
Q3 2025 Reduced 4.65%
$0
$3.86 Billion 2.45% of portfolio
100,120
Q3 2025 Added 30.63%
$0
$3.79 Billion 2.41% of portfolio
66,119
Q3 2025 Reduced 24.21%
$255M
$3.72 Billion 2.36% of portfolio
1,414,824
Q3 2025 New
-
$3.65 Billion 2.32% of portfolio
-
Q3 2025 Added 0.9%
$0
$3.23 Billion 2.05% of portfolio
4,828
Q3 2025 Reduced 2.5%
$0
$2.09 Billion 1.33% of portfolio
6,367
Q2 2024 Added 71.2%
$0
$1.76 Billion 1.12% of portfolio
8,427
Q3 2025 Added 4.35%
Dimensional ETF Trust
-
$1.62 Billion 1.03% of portfolio
-
Q3 2025 Added 15.92%
-
$1.44 Billion 0.91% of portfolio
-
Q3 2025 Added 0.12%
$0
$1.42 Billion 0.9% of portfolio
19,791
Q3 2025 Reduced 4.36%
$0
$1.36 Billion 0.86% of portfolio
53,093
Q3 2025 Reduced 23.68%
$0
$1.27 Billion 0.81% of portfolio
16,533
Q3 2025 Reduced 21.74%
$0
$1.1 Billion 0.7% of portfolio
8,423
Q3 2025 Added 67.56%
$0
$1.08 Billion 0.68% of portfolio
5,781
Q2 2024 Added 70.48%
$0
$1.06 Billion 0.67% of portfolio
33,328
Q3 2025 Added 69.81%
$0
$1.01 Billion 0.64% of portfolio
17,385
Q3 2025 Reduced 15.09%
$0
$926 Million 0.59% of portfolio
20,808
Q3 2025 Added 125.83%
$0
$866 Million 0.55% of portfolio
3,578
Q3 2025 Added 31.06%
$0
$802 Million 0.51% of portfolio
6,410
Q3 2025 Reduced 17.38%
$0
$809 Million 0.51% of portfolio
24,664
Q3 2025 Added 79.06%
$0
$783 Million 0.5% of portfolio
24,744
Q3 2025 Reduced 0.82%
$0
$754 Million 0.48% of portfolio
16,118
Q3 2025 Reduced 7.45%
$0
$725 Million 0.46% of portfolio
15,727
Q3 2025 Reduced 8.16%
-
$681 Million 0.43% of portfolio
-
Q3 2025 Reduced 1.23%
$0
$650 Million 0.41% of portfolio
15,190
Q3 2025 Added 28.79%
$0
$589 Million 0.37% of portfolio
12,271
Q3 2025 New
$0
$568 Million 0.36% of portfolio
12,407
Q3 2025 New
$0
$570 Million 0.36% of portfolio
12,810
Q3 2025 Added 80.32%
$0
$519 Million 0.33% of portfolio
7,645
Q4 2023 New
$0
$450 Million 0.29% of portfolio
6,307
Q3 2025 Added 4.37%
$0
$435 Million 0.28% of portfolio
6,842
Q3 2025 New
$130B
$407 Million 0.26% of portfolio
1,144
Q3 2025 Added 42.11%
$0
$386 Million 0.25% of portfolio
5,921
Q3 2025 New
$0
$375 Million 0.24% of portfolio
5,121
Q3 2025 New
$0
$361 Million 0.23% of portfolio
8,546
Q3 2025 Added 59.17%
$0
$339 Million 0.22% of portfolio
8,250
Q3 2025 New
$0
$334 Million 0.21% of portfolio
11,480
Q3 2025 New
$0
$323 Million 0.21% of portfolio
9,109
Q3 2025 Reduced 36.47%
$0
$321 Million 0.2% of portfolio
7,193
Q4 2023 New
$0
$312 Million 0.2% of portfolio
4,445
Q3 2025 New
$0
$303 Million 0.19% of portfolio
495
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $157 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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