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
$451,000 0.04% of portfolio
12,125
Q3 2025 Reduced 1.22%
$271B
$452,000 0.04% of portfolio
2,848
Q3 2025 Added 69.52%
$0
$439,000 0.04% of portfolio
5,000
Q3 2025 Reduced 23.08%
$0
$396,000 0.04% of portfolio
4,249
Q3 2025 Reduced 2.72%
$242B
$408,000 0.04% of portfolio
2,520
Q3 2025 Added 21.45%
$140B
$383,000 0.04% of portfolio
1,037
Q3 2025 Reduced 11.59%
$129B
$391,000 0.04% of portfolio
785
Q3 2025 Added 36.28%
$210B
$292,000 0.03% of portfolio
2,082
Q3 2025 New
$11.4B
$305,000 0.03% of portfolio
20,800
Q4 2023 Reduced 11.11%
$67.4B
$285,000 0.03% of portfolio
2,558
Q3 2025 New
$0
$295,000 0.03% of portfolio
6,500
Q4 2023 Reduced 2.99%
$246B
$282,000 0.03% of portfolio
1,193
Q3 2025 Reduced 28.99%
$0
$298,000 0.03% of portfolio
500
Q2 2025 Reduced 1.57%
$224B
$310,000 0.03% of portfolio
2,321
Q3 2025 Reduced 2.07%
$61.5B
$325,000 0.03% of portfolio
1,600
Q3 2025 Reduced 14.12%
$158B
$257,000 0.03% of portfolio
913
Q3 2025 Reduced 13.62%
$0
$323,000 0.03% of portfolio
7,229
Q2 2022 New
$151B
$289,000 0.03% of portfolio
8,635
Q3 2025 New
$200B
$297,000 0.03% of portfolio
2,595
Q3 2025 Added 0.74%
$0
$306,000 0.03% of portfolio
6,685
Q3 2025 Reduced 1.11%
$0
$284,000 0.03% of portfolio
6,606
Q3 2025 Added 9.08%
$0
$291,000 0.03% of portfolio
7,590
Q3 2025 Reduced 3.07%
$0
$326,000 0.03% of portfolio
1,113
Q3 2025 Reduced 3.64%
$0
$352,000 0.03% of portfolio
5,884
Q3 2025 Added 7.06%
$0
$312,000 0.03% of portfolio
2,400
Q2 2023 New
$39.4B
$341,000 0.03% of portfolio
1,111
Q3 2025 New
$5.14B
$300,000 0.03% of portfolio
18,681
Q2 2025 Reduced 0.03%
$0
$319,000 0.03% of portfolio
5,660
Q3 2025 Added 1.52%
$94.4B
$264,000 0.03% of portfolio
978
Q3 2025 Reduced 3.26%
$186B
$354,000 0.03% of portfolio
3,494
Q3 2025 Reduced 6.05%
$0
$339,000 0.03% of portfolio
4,180
Q3 2025 Reduced 12.0%
$84.2B
$278,000 0.03% of portfolio
3,991
Q3 2025 Reduced 0.99%
$0
$312,000 0.03% of portfolio
15,316
Q3 2025 Reduced 16.38%
$187B
$321,000 0.03% of portfolio
11,375
Q3 2025 Added 1.61%
$25.4B
$292,000 0.03% of portfolio
153
Q2 2025 Added 8.51%
$0
$260,000 0.03% of portfolio
1,329
Q2 2025 New
$0
$331,000 0.03% of portfolio
1,113
Q3 2025 New
$166B
$317,000 0.03% of portfolio
2,199
Q3 2025 Reduced 3.51%
$177B
$256,000 0.03% of portfolio
1,317
Q3 2025 Reduced 1.2%
$0
$287,000 0.03% of portfolio
787
Q2 2025 Reduced 3.91%
$210B
$322,000 0.03% of portfolio
665
Q3 2025 Added 0.76%
$76.2B
$287,000 0.03% of portfolio
2,189
Q3 2025 New
$95.1B
$224,000 0.02% of portfolio
2,655
Q3 2025 Added 5.23%
$0
$241,000 0.02% of portfolio
503
Q3 2025 New
$18.3B
$240,000 0.02% of portfolio
10,284
Q3 2025 Reduced 48.28%
$4.27B
$213,000 0.02% of portfolio
12,345
Q3 2025 Reduced 0.16%
$0
$208,000 0.02% of portfolio
1,476
Q3 2025 Reduced 1.67%
$0
$242,000 0.02% of portfolio
8,880
Q3 2025 Reduced 14.45%
$0
$227,000 0.02% of portfolio
1,750
Q2 2025 Reduced 1.41%

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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