Mb Generational Wealth, LLC Reduced Holdings in Q3 2025

Mb Generational Wealth, LLC

  • $157 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-51.1K
- 23.02%
$90.37 - $102.12 $4.61M - $5.21M
171K $17B
REET
Ishares Global Reit ETF

ETFs
-16.5K
- 23.68%
$24.45 - $25.91 $403K - $427K
53.1K $1.36B
AVES
American Centy ETF Tr Avantis

ETFs
-21.1K
- 24.21%
$53.51 - $57.96 $1.13M - $1.22M
66.1K $3.79B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-5.23K
- 36.47%
$32.53 - $35.69 $170K - $187K
9.11K $323M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.59K
- 21.74%
$72.04 - $77.35 $331K - $355K
16.5K $1.27B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.44K
- 26.18%
$39.8 - $42.86 $97K - $104K
6.88K $294M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.09K
- 15.09%
$53.36 - $59.69 $165K - $184K
17.4K $1.01B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-416
- 12.17%
$97.75 - $100.75 $40.7K - $41.9K
3K $301M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.35K
- 17.38%
$111.55 - $125.05 $150K - $169K
6.41K $802M
TSI
Tcw Strategic Income Fund Inc

Financial Services
-4.1K
- 24.26%
$4.86 - $5.04 $19.9K - $20.7K
12.8K $63M
DFAX
Dimensional ETF Tr
-426
- 4.42%
$29.25 - $31.56 $12.5K - $13.4K
9.22K $289M
DFIV
Dimensional ETF Tr

ETFs
-1.4K
- 8.16%
$42.66 - $46.53 $59.6K - $65K
15.7K $725M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.3K
- 7.45%
$42.67 - $46.91 $55.3K - $60.8K
16.1K $754M
DFSE
Dimensional ETF Tr Dimen Emrgn
-206
- 1.23%
N/A
16.6K $681M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-204
- 0.82%
$29.65 - $31.77 $6.05K - $6.48K
24.7K $783M
AVSD
American Centy ETF Tr Avantis

ETFs
-903
- 4.36%
$66.62 - $71.66 $60.2K - $64.7K
19.8K $1.42B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-9.5K
- 4.65%
$28.69 - $30.59 $273K - $291K
195K $5.93B
IVV
Ishares Core S&P 500 ETF

ETFs
-124
- 2.5%
$620.67 - $670.08 $77K - $83.1K
4.83K $3.23B
AVLV
American Centy ETF Tr Avantis
-6.8K
- 5.09%
$68.33 - $72.69 $465K - $494K
127K $9.16B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.26K
- 5.98%
$182.33 - $194.5 $960K - $1.02M
82.8K $16.1B
DISV
Dimensional ETF Tr Dimensional

ETFs
-53.9K
- 11.37%
$32.78 - $35.79 $1.77M - $1.93M
420K $15B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-25.5K
- 4.63%
$35.76 - $37.93 $911K - $967K
525K $19.8B
OEF
Ishares S&P 100 ETF

ETFs
-4.19K
- 8.07%
N/A
47.7K $15.9B
Activity Summary
Buys All Purchases 36 New Holdings 19 Increased Positions 17 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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