Members Wealth LLC Portfolio Holdings

Members Wealth LLC

  • $160 Billion
  • Q4 2025

Members Wealth LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 106 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 $24.6B, Fidelity Merrimack Str Tr Tota with a value of $12.6B, Spdr Portfolio with a value of $9.22B, Vanguard Bd Index Fd Inc Total with a value of $8.86B, and Spdr Portfolio S&P 500 Value E with a value of $8.36B.

Examining the 13F form we can see an increase of $1.79B in the current position value, from $158B to 160B.

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 $160 Billion
ETFs: $121 Billion
Technology: $10 Billion
Healthcare: $4.52 Billion
Consumer Cyclical: $4.07 Billion
Communication Services: $4.05 Billion
Consumer Defensive: $2.61 Billion
Financial Services: $2.22 Billion
Industrials: $863 Million
Other: $1.32 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $160 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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