Mbl Wealth
$1.5B 13F equity value
412 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mbl Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 216,949 | $162M | 11.1% |
| BIL | SPDR SERIES TRUST | 1,518,042 | $139M | 9.5% |
| IJH | ISHARES TR | 942,760 | $73M | 5.0% |
| IEMG | ISHARES INC | 668,096 | $55M | 3.8% |
| DIVO | AMPLIFY ETF TR | 1,025,761 | $47M | 3.2% |
| ISTB | ISHARES TR | 874,816 | $42M | 2.9% |
| GLDM | WORLD GOLD TR | 516,616 | $41M | 2.8% |
| IJR | ISHARES TR | 269,424 | $40M | 2.7% |
| DFNM | DIMENSIONAL ETF TRUST | 776,501 | $38M | 2.6% |
| UITB | VICTORY PORTFOLIOS II | 758,771 | $36M | 2.4% |
Track Mbl Wealth's 13F portfolio: $1.5B in reported holdings, 412 positions. Top holdings and quarterly changes on SentiSense.
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