Mbe Wealth Management, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Million distributed in 135 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 $28.1M, Vanguard Small Cap ETF with a value of $23.9M, Spdr Portfolio S&P 500 Value E with a value of $22.2M, ETF Ser Solutions Aptus Collar with a value of $13.1M, and Ishares Core S&P 500 ETF with a value of $11.6M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $190M to 209M.
Below you can find more details about Mbe Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$209 Million
ETFs: $179 Million
Technology: $7.11 Million
Healthcare: $3.33 Million
Communication Services: $3.19 Million
Financial Services: $3.14 Million
Consumer Defensive: $2.89 Million
Consumer Cyclical: $2.36 Million
Industrials: $2.14 Million
Other: $4.29 Million
Stock Holdings Table Market Cap. of $200 Billions or more
