Mbl Wealth
$1.2B Assets Reported
346 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 1,318,642 | $121M | 10.3% |
| IJH | ISHARES TR | 908,796 | $61M | 5.2% |
| GLDM | WORLD GOLD TR | 510,875 | $47M | 4.0% |
| IEMG | ISHARES INC | 656,127 | $46M | 3.9% |
| DIVO | AMPLIFY ETF TR | 981,793 | $44M | 3.7% |
| ISTB | ISHARES TR | 834,719 | $40M | 3.4% |
| DFNM | DIMENSIONAL ETF TRUST | 739,735 | $35M | 3.0% |
| UITB | VICTORY PORTFOLIOS II | 720,875 | $34M | 2.9% |
| IJR | ISHARES TR | 264,674 | $33M | 2.8% |
| IEFA | ISHARES TR | 312,859 | $28M | 2.4% |
Track Mbl Wealth's 13F portfolio: $1.2B in reported holdings, 346 positions. Top holdings, AUM, and quarterly changes on SentiSense.