Mbl Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 332 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 $142M, Spdr Bloomberg 1 3 Month T Bil with a value of $101M, Ishares Core S&P Mid Cap ETF with a value of $55.7M, Amplify ETF Tr Amplify Cwp Enh with a value of $42.4M, and World Gold Trust with a value of $41.5M.
Examining the 13F form we can see an increase of $75.9M in the current position value, from $1.02B to 1.1B.
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
$1.1 Billion
ETFs: $882 Million
Technology: $79.5 Million
Financial Services: $28.4 Million
Communication Services: $21 Million
Consumer Cyclical: $20.3 Million
Healthcare: $14.7 Million
Industrials: $13.8 Million
Consumer Defensive: $8.13 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
