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.