Mbe Wealth Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $212 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $29.5M, Vanguard Small Cap ETF with a value of $25.2M, Spdr Portfolio S&P 500 Value E with a value of $23.6M, Ishares Core S&P 500 ETF with a value of $11.9M, and ETF Ser Solutions Aptus Collar with a value of $11.8M.
Examining the 13F form we can see an increase of $3.12M in the current position value, from $209M to 212M.
Below you can find more details about Mbe Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$212 Million
ETFs: $179 Million
Technology: $7.46 Million
Healthcare: $3.93 Million
Financial Services: $3.56 Million
Communication Services: $3.46 Million
Consumer Defensive: $3.12 Million
Consumer Cyclical: $2.58 Million
Utilities: $2.37 Million
Other: $5.32 Million
Stock Holdings Table Market Cap. of $200 Billions or more
