Mb, Levis & Associates, LLC Portfolio Holdings

Mb, Levis & Associates, LLC

  • $238 Billion
  • Q4 2025

Mb, Levis & Associates, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $20.7B, Vanguard Ftse All World Ex Us with a value of $19.5B, Wisdomtree Tr U.S with a value of $15.9B, Wisdomtree Tr Us Quality Divid with a value of $15.5B, and Ishares Tr with a value of $13.7B.

Examining the 13F form we can see an increase of $6.44B in the current position value, from $231B to 238B.

Mb, Levis & Associates, LLC is based out at Center Valley, PA

Below you can find more details about Mb, Levis & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $238 Billion
ETFs: $104 Billion
Technology: $12.7 Billion
Industrials: $12.5 Billion
Healthcare: $8.19 Billion
Financial Services: $8.07 Billion
Consumer Defensive: $4.48 Billion
Communication Services: $3.33 Billion
Consumer Cyclical: $2.99 Billion
Other: $3.19 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.9B
$97 Million 0.04% of portfolio
722
Q3 2025 New
$3.88B
$45.5 Million 0.02% of portfolio
4,300
Q4 2022 New
$2.21B
$10.8 Million 0.0% of portfolio
110
Q4 2024 Reduced 60.0%
$4.7B
$3.85 Million 0.0% of portfolio
116
Q3 2025 New
$8.78B
$6.94 Million 0.0% of portfolio
100
Q3 2025 New
$2.03B
$404,000 0.0% of portfolio
152
Q4 2022 New
$2.44B
$2.14 Million 0.0% of portfolio
20
Q3 2025 New
$3.09B
$3.7 Million 0.0% of portfolio
50
Q4 2025 New
$2.33B
$3.54 Million 0.0% of portfolio
50
Q3 2025 New
$6.92B
$3.46 Million 0.0% of portfolio
50
Q4 2025 New
$4.48B
$2.88 Million 0.0% of portfolio
25
Q3 2025 New
$2.26B
$2.57 Million 0.0% of portfolio
100
Q3 2024 New
$6.29B
$11.7 Million 0.0% of portfolio
281
Q4 2025 Added 0.36%
$4.89B
$1.92 Million 0.0% of portfolio
220
Q3 2025 New
$5.83B
$5.58 Million 0.0% of portfolio
210
Q2 2023 Reduced 8.7%
$4.86B
$4.27 Million 0.0% of portfolio
60
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $238 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Mb, Levis & Associates, LLC Portfolio

Follow Mb, Levis & Associates, 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 Mb, Levis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb, Levis & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email