Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.06B
$1.63 Million 0.15% of portfolio
270,000
Q2 2025 New
$1.87B
$1.3 Million 0.12% of portfolio
6,514
Q4 2025 Added 137.48%
$543M
$997,000 0.09% of portfolio
306,000
Q4 2023 Added 24.39%
$641M
$753,000 0.07% of portfolio
30,025
Q4 2025 Reduced 9.02%
$335M
$418,000 0.04% of portfolio
29,112
Q1 2024 Reduced 0.95%
$1.84B
$195,000 0.02% of portfolio
6,844
Q4 2025 New
$683M
$187,000 0.02% of portfolio
46,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.1 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 51 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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