MBL Wealth, LLC: 13F holdings
CIK 18457852026Q2
| Positions | 381 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 216,949 | $162.0m | 11.1% |
| BIL SPDR SERIES TRUST | 1,518,042 | $139.1m | 9.5% |
| IJH ISHARES TR | 942,760 | $72.7m | 5.0% |
| IEMG ISHARES INC | 668,096 | $55.3m | 3.8% |
| DIVO AMPLIFY ETF TR | 1,025,761 | $46.9m | 3.2% |
| ISTB ISHARES TR | 874,816 | $42.2m | 2.9% |
| GLDM WORLD GOLD TR | 516,616 | $41.0m | 2.8% |
| IJR ISHARES TR | 269,424 | $40.0m | 2.7% |
| DIMENSIONAL ETF TRUST | 776,501 | $37.5m | 2.6% |
| UITB VICTORY PORTFOLIOS II | 758,771 | $35.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845785")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.