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
$876B
$3.36 Million 0.33% of portfolio
10,638
Q3 2025 Added 7.27%
$1.53T
$2.98 Million 0.29% of portfolio
12,226
Q3 2025 Reduced 6.3%
$0
$2.75 Million 0.27% of portfolio
57,145
Q3 2025 Added 6.06%
$0
$2.55 Million 0.25% of portfolio
47,008
Q3 2025 Reduced 1.86%
$0
$2.52 Million 0.25% of portfolio
57,345
Q3 2025 Reduced 10.53%
$0
$2.42 Million 0.24% of portfolio
3,237
Q3 2025 Added 0.09%
$0
$2.29 Million 0.22% of portfolio
6,989
Q3 2025 Reduced 7.97%
$397B
$2.13 Million 0.21% of portfolio
5,256
Q3 2025 Added 1.37%
$0
$2.03 Million 0.2% of portfolio
4,336
Q3 2025 Reduced 0.69%
$0
$1.93 Million 0.19% of portfolio
41,595
Q3 2025 Reduced 11.89%
$0
$1.79 Million 0.18% of portfolio
46,557
Q3 2025 Reduced 3.85%
$548B
$1.8 Million 0.18% of portfolio
5,280
Q3 2025 Added 4.62%
$410B
$1.86 Million 0.18% of portfolio
2,012
Q3 2025 Added 30.4%
$844B
$1.88 Million 0.18% of portfolio
6,694
Q3 2025 Reduced 15.39%
$0
$1.71 Million 0.17% of portfolio
17,694
Q3 2025 Reduced 1.67%
$259B
$1.6 Million 0.16% of portfolio
2,005
Q3 2025 Reduced 3.56%
$0
$1.55 Million 0.15% of portfolio
38,138
Q3 2025 Reduced 32.36%
$231B
$1.52 Million 0.15% of portfolio
9,071
Q3 2025 Added 2.13%
$502B
$1.54 Million 0.15% of portfolio
8,316
Q3 2025 Added 28.1%
$289B
$1.42 Million 0.14% of portfolio
13,787
Q3 2025 Reduced 2.09%
$0
$1.46 Million 0.14% of portfolio
6,051
Q3 2025 Reduced 2.43%
$0
$1.46 Million 0.14% of portfolio
58,628
Q3 2025 Added 2.4%
$0
$1.43 Million 0.14% of portfolio
2,141
Q3 2025 Reduced 2.99%
$0
$1.4 Million 0.14% of portfolio
5,110
Q3 2024 Added 2.2%
$0
$1.32 Million 0.13% of portfolio
9,069
Q3 2025 Added 4.7%
$247B
$1.33 Million 0.13% of portfolio
4,718
Q3 2025 Added 3.72%
$379B
$1.31 Million 0.13% of portfolio
8,083
Q3 2025 Added 53.26%
$405B
$1.33 Million 0.13% of portfolio
25,768
Q3 2025 Added 8.69%
$120B
$1.23 Million 0.12% of portfolio
2,891
Q3 2025 New
$0
$1.18 Million 0.12% of portfolio
30,165
Q3 2025 Reduced 1.02%
$98.1B
$1.21 Million 0.12% of portfolio
9,813
Q3 2025 Added 2.45%
$355B
$1.08 Million 0.11% of portfolio
7,042
Q3 2025 Added 16.24%
$779B
$1.15 Million 0.11% of portfolio
1,511
Q3 2025 Reduced 6.21%
$0
$1.14 Million 0.11% of portfolio
26,000
Q2 2025 Added 0.99%
$524B
$1.08 Million 0.11% of portfolio
1,890
Q3 2025 Added 38.26%
$0
$1.14 Million 0.11% of portfolio
22,522
Q3 2025 Added 0.45%
$24.6B
$1.1 Million 0.11% of portfolio
617
Q2 2025 Added 2.49%
$297B
$1.09 Million 0.11% of portfolio
6,992
Q3 2025 Added 9.52%
$66.8B
$994,000 0.1% of portfolio
3,312
Q3 2025 Added 23.81%
$0
$975,000 0.1% of portfolio
10,450
Q3 2025 Reduced 0.38%
$461B
$1.02 Million 0.1% of portfolio
9,005
Q3 2025 Added 9.09%
$898M
$1.03 Million 0.1% of portfolio
306,000
Q4 2023 Added 24.39%
$401B
$1.05 Million 0.1% of portfolio
4,517
Q3 2025 Added 9.48%
$0
$1.05 Million 0.1% of portfolio
37,700
Q4 2024 Added 100.0%
$225B
$869,000 0.09% of portfolio
2,860
Q3 2025 Added 42.64%
$1.05B
$936,000 0.09% of portfolio
270,000
Q2 2025 New
$0
$879,000 0.09% of portfolio
20,885
Q3 2025 Reduced 1.65%
$0
$947,000 0.09% of portfolio
12,010
Q3 2025 Reduced 1.03%
$527B
$942,000 0.09% of portfolio
786
Q3 2025 Added 6.36%

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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