Mbe Wealth Management, LLC Portfolio Holdings

Mbe Wealth Management, LLC

  • $212 Million
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141M
$34,000 0.02% of portfolio
20,573
Q3 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $212 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, 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 Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email