Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025

Mbl Wealth, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $141M, Spdr Bloomberg 1 3 Month T Bil with a value of $97.9M, Ishares Core S&P Mid Cap ETF with a value of $54.3M, Amplify ETF Tr Amplify Cwp Enh with a value of $40.9M, and World Gold Trust with a value of $39.5M.

Examining the 13F form we can see an increase of $75.5M in the current position value, from $945M to 1.02B.

Mbl Wealth, LLC is based out at Charlotte, NC

Below you can find more details about Mbl Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $852 Million
Technology: $61.9 Million
Financial Services: $24.3 Million
Communication Services: $17 Million
Consumer Cyclical: $15.8 Million
Industrials: $9.5 Million
Healthcare: $7.83 Million
Consumer Defensive: $6.52 Million
Other: $5.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$141 Million 13.86% of portfolio
212,212
Q3 2025 Reduced 0.34%
$0
$97.9 Million 9.6% of portfolio
1,067,035
Q3 2025 Added 12.51%
$0
$54.3 Million 5.33% of portfolio
832,346
Q3 2025 Added 1.44%
$0
$40.9 Million 4.01% of portfolio
917,279
Q3 2025 Added 2.17%
$12.2B
$39.5 Million 3.87% of portfolio
516,830
Q3 2025 Added 1.26%
$0
$36.5 Million 3.57% of portfolio
746,513
Q3 2025 Added 5.08%
$0
$33.5 Million 3.28% of portfolio
624,177
Q3 2025 Added 0.74%
$0
$32.6 Million 3.2% of portfolio
680,415
Q3 2025 Added 1.99%
$0
$29.7 Million 2.91% of portfolio
250,085
Q3 2025 Reduced 0.51%
$0
$29.5 Million 2.89% of portfolio
620,782
Q3 2025 Added 4.09%
$0
$26.5 Million 2.6% of portfolio
303,686
Q3 2025 Added 0.97%
$0
$25.1 Million 2.46% of portfolio
209,779
Q3 2025 Added 4.79%
$0
$23.1 Million 2.27% of portfolio
442,115
Q3 2025 Added 1.87%
$3.98T
$22.6 Million 2.21% of portfolio
88,715
Q3 2025 Reduced 1.43%
$0
$21.9 Million 2.15% of portfolio
273,556
Q3 2025 Added 0.85%
$0
$16.7 Million 1.64% of portfolio
304,631
Q3 2025 Reduced 0.31%
$453B
$14.1 Million 1.39% of portfolio
75,724
Q3 2025 Reduced 1.81%
$0
$10.8 Million 1.06% of portfolio
107,443
Q3 2025 Added 9.99%
$3.81T
$10.2 Million 1.0% of portfolio
19,735
Q3 2025 Added 5.05%
$0
$9.49 Million 0.93% of portfolio
88,833
Q3 2025 Added 4.25%
$0
$7.62 Million 0.75% of portfolio
212,664
Q3 2025 Reduced 8.36%
$0
$7.61 Million 0.75% of portfolio
288,845
Q3 2025 Added 1.21%
$0
$7.44 Million 0.73% of portfolio
129,318
Q3 2025 Reduced 16.49%
$0
$7.5 Million 0.73% of portfolio
245,998
Q3 2025 Reduced 2.82%
$0
$6.98 Million 0.68% of portfolio
152,967
Q3 2025 Added 0.76%
$0
$6.85 Million 0.67% of portfolio
101,514
Q3 2025 Added 0.34%
$646B
$6.73 Million 0.66% of portfolio
13,389
Q3 2025 Added 24.11%
$0
$6.75 Million 0.66% of portfolio
130,070
Q3 2025 Added 1.77%
$0
$6.62 Million 0.65% of portfolio
22,543
Q3 2025 Added 1.49%
$0
$6.64 Million 0.65% of portfolio
357,336
Q3 2025 Added 1.62%
$0
$6.39 Million 0.63% of portfolio
132,014
Q3 2025 Added 7.33%
$0
$6.41 Million 0.63% of portfolio
145,822
Q3 2025 Added 0.71%
$1.61T
$5.58 Million 0.55% of portfolio
7,595
Q3 2025 Reduced 2.33%
$0
$5.64 Million 0.55% of portfolio
250,511
Q3 2025 Reduced 0.64%
$1.5T
$5.54 Million 0.54% of portfolio
22,775
Q3 2025 Added 1.5%
$1.35T
$5.36 Million 0.53% of portfolio
12,062
Q3 2025 Reduced 8.25%
$2.18T
$5.23 Million 0.51% of portfolio
23,807
Q3 2025 Added 4.52%
$0
$5.16 Million 0.51% of portfolio
131,225
Q3 2025 Added 5.81%
$0
$5.24 Million 0.51% of portfolio
95,688
Q3 2025 Reduced 7.54%
$0
$4.91 Million 0.48% of portfolio
190,457
Q3 2025 Added 32.7%
$0
$4.72 Million 0.46% of portfolio
60,855
Q3 2025 Added 28.43%
$0
$4.67 Million 0.46% of portfolio
51,133
Q3 2025 Reduced 6.3%
$0
$4.6 Million 0.45% of portfolio
106,010
Q3 2025 Reduced 23.15%
$0
$4.15 Million 0.41% of portfolio
39,672
Q3 2025 Added 4.92%
$143B
$4.19 Million 0.41% of portfolio
12,689
Q3 2025 Reduced 2.89%
$137B
$3.88 Million 0.38% of portfolio
10,903
Q3 2025 Added 2.9%
$0
$3.87 Million 0.38% of portfolio
6,314
Q3 2025 Added 12.93%
$0
$3.72 Million 0.37% of portfolio
70,428
Q3 2025 Added 2.0%
$0
$3.5 Million 0.34% of portfolio
73,680
Q3 2025 Added 1.49%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $1.02 Billion
  • Prior Value $945 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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