Mbl Wealth
$1.3B 13F equity value
347 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 217,809 | $142M | 10.7% |
| BIL | SPDR SERIES TRUST | 1,318,642 | $121M | 9.2% |
| IJH | ISHARES TR | 908,796 | $61M | 4.6% |
| GLDM | WORLD GOLD TR | 510,875 | $47M | 3.6% |
| IEMG | ISHARES INC | 656,127 | $46M | 3.5% |
| DIVO | AMPLIFY ETF TR | 981,793 | $44M | 3.3% |
| ISTB | ISHARES TR | 834,719 | $40M | 3.1% |
| DFNM | DIMENSIONAL ETF TRUST | 739,735 | $35M | 2.7% |
| UITB | VICTORY PORTFOLIOS II | 720,875 | $34M | 2.6% |
| IJR | ISHARES TR | 264,674 | $33M | 2.5% |
Track Mbl Wealth's 13F portfolio: $1.3B in reported holdings, 347 positions. Top holdings and quarterly changes on SentiSense.