Mb Generational Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $19.3B, Dimensional ETF Tr Dimensional with a value of $18.2B, Ishares Msci Usa Quality Facto with a value of $15B, Ishares S&P 100 ETF with a value of $14.1B, and Dimensional ETF Tr Dimensional with a value of $13.8B.

Examining the 13F form we can see an decrease of $2.33B in the current position value, from $136B to 134B.

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 $134 Billion
ETFs: $118 Billion
Financial Services: $82.2 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $134 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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