Institutional Fund
Mbl Wealth, LLC
Charlotte, NCCIK 18457856 filings on record
Portfolio Value
$1.32B
Q1 2026
Holdings
331
Reported positions
New Buys
58
Opened this quarter
QoQ Change
+5.9%
from $1.25B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr10.7%
- Spdr Series Trust9.2%
- Ishares Tr4.6%
- World Gold Tr3.6%
- Ishares Inc3.5%
- Amplify ETF Tr3.3%
- Other65.1%
Portfolio Holdings
331 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 217.8K | $141.65M | 10.7% | +4.1K | Added |
| 2 | Spdr Series Trust | 1.32M | $120.84M | 9.2% | +220.6K | Added |
| 3 | Ishares Tr | 908.8K | $61.37M | 4.6% | +41.4K | Added |
| 4 | World Gold Tr | 510.9K | $47.35M | 3.6% | −2.1K | Reduced |
| 5 | Ishares Inc | 656.1K | $45.76M | 3.5% | +16.8K | Added |
| 6 | Amplify ETF Tr | 981.8K | $44.03M | 3.3% | +40.2K | Added |
| 7 | Ishares Tr | 834.7K | $40.45M | 3.1% | +60.3K | Added |
| 8 | Dimensional ETF Trust | 739.7K | $35.46M | 2.7% | +32.6K | Added |
| 9 | Victory Portfolios II | 720.9K | $33.89M | 2.6% | +58.3K | Added |
| 10 | Ishares Tr | 264.7K | $32.90M | 2.5% | +8.1K | Added |
321 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio