MBL Wealth, LLC 13F Holdings · Q2 2026
MBL Wealth, LLC reported 381 securities worth $1.47B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (11.13%), BIL (9.49%), IJH (4.96%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $163.1M | 11.13% | 216,949 | Trimmed |
| 2 | BIL | SPDR SERIES TRUST | $139.1M | 9.49% | 1.5M | Added |
| 3 | IJH | ISHARES TR | $72.7M | 4.96% | 942,760 | Added |
| 4 | IEMG | ISHARES INC | $55.3M | 3.78% | 668,096 | Added |
| 5 | DIVO | AMPLIFY ETF TR | $46.9M | 3.20% | 1.0M | Added |
| 6 | ISTB | ISHARES TR | $42.2M | 2.88% | 874,816 | Added |
| 7 | GLDM | WORLD GOLD TR | $41.0M | 2.80% | 516,616 | Added |
| 8 | IJR | ISHARES TR | $40.0M | 2.73% | 269,424 | Added |
| 9 | DFNM | DIMENSIONAL ETF TRUST | $37.5M | 2.56% | 776,501 | Added |
| 10 | UITB | VICTORY PORTFOLIOS II | $35.5M | 2.43% | 758,771 | Added |
| 11 | IEFA | ISHARES TR | $30.5M | 2.08% | 316,152 | Added |
| 12 | IEI | ISHARES TR | $29.6M | 2.02% | 252,032 | Added |
| 13 | IDEV | ISHARES TR | $27.8M | 1.90% | 312,873 | Added |
| 14 | AAPL | APPLE INC | $26.8M | 1.83% | 91,740 | Trimmed |
| 15 | MUNI | PIMCO ETF TR | $26.6M | 1.81% | 505,308 | Added |
| 16 | SHY | ISHARES TR | $17.5M | 1.20% | 213,461 | Added |
| 17 | PTLC | PACER FDS TR | $17.4M | 1.19% | 299,162 | Trimmed |
| 18 | QQQI | NEOS ETF TRUST | $16.6M | 1.13% | 292,422 | Added |
| 19 | HYG | ISHARES TR | $14.7M | 1.00% | 183,210 | Added |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $13.6M | 0.93% | 290,410 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $13.4M | 0.92% | 67,175 | Trimmed |
| 22 | MODL | VICTORY PORTFOLIOS II | $13.3M | 0.91% | 261,184 | Added |
| 23 | TBIL | RBB FD INC | $12.9M | 0.88% | 258,051 | Added |
| 24 | GBIL | GOLDMAN SACHS ETF TR | $12.6M | 0.86% | 126,202 | Trimmed |
| 25 | SUB | ISHARES TR | $12.1M | 0.83% | 114,114 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR