Members Wealth LLC Portfolio Holdings

Members Wealth LLC

  • $158 Billion
  • Q3 2025

Members Wealth LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $24.5B, Fidelity Merrimack Str Tr Tota with a value of $11B, Spdr Portfolio with a value of $9.07B, Ishares Trishares 0 3 Mnth Tre with a value of $6.67B, and Vanguard Bd Index Fd Inc Total with a value of $6.41B.

Examining the 13F form we can see an increase of $25.3B in the current position value, from $133B to 158B.

Members Wealth LLC is based out at Media, PA

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

Portfolio value $158 Billion
ETFs: $117 Billion
Technology: $12 Billion
Consumer Cyclical: $3.97 Billion
Communication Services: $3.91 Billion
Healthcare: $3.9 Billion
Consumer Defensive: $2.53 Billion
Financial Services: $2.39 Billion
Industrials: $757 Million
Other: $1.22 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $158 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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