Institutional Fund
Mb Generational Wealth, LLC
Spokane, WACIK 20090564 filings on record
Portfolio Value
$180.83M
Q1 2026
Holdings
66
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-4.3%
from $188.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust10.9%
- American Centy ETF Tr10.8%
- Dimensional ETF Trust9.6%
- Ishares Tr8.7%
- Ishares Tr8.1%
- American Centy ETF Tr5.7%
- Other46.2%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 538.0K | $19.78M | 10.9% | −20.7K | Reduced |
| 2 | American Centy ETF Tr | 177.2K | $19.57M | 10.8% | +309 | Added |
| 3 | Dimensional ETF Trust | 440.8K | $17.39M | 9.6% | +4.6K | Added |
| 4 | Ishares Tr | 81.6K | $15.65M | 8.7% | −1.1K | Reduced |
| 5 | Ishares Tr | 45.9K | $14.59M | 8.1% | −436 | Reduced |
| 6 | American Centy ETF Tr | 127.0K | $10.24M | 5.7% | −42 | Reduced |
| 7 | Dimensional ETF Trust | 228.9K | $8.90M | 4.9% | +35.1K | Added |
| 8 | Dimensional ETF Trust | 201.9K | $6.51M | 3.6% | +154 | Added |
| 9 | Ishares Tr | 88.0K | $6.12M | 3.4% | 0 | Held |
| 10 | Dimensional ETF Trust | 105.0K | $4.31M | 2.4% | +5.8K | Added |
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