MBA Advisors LLC: 13F holdings
CIK 18487042026Q2
| Positions | 164 |
|---|---|
| Reported value | $297.1m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIV VANGUARD BD INDEX FDS | 250,000 | $19.2m | 6.5% |
| IQLT ISHARES TR | 317,950 | $15.8m | 5.3% |
| SCHX SCHWAB STRATEGIC TR | 402,297 | $11.8m | 4.0% |
| SCHG SCHWAB STRATEGIC TR | 341,586 | $11.6m | 3.9% |
| DGRW WISDOMTREE TR | 119,649 | $11.4m | 3.9% |
| SCHD SCHWAB STRATEGIC TR | 358,869 | $11.4m | 3.8% |
| SHY ISHARES TR | 138,014 | $11.3m | 3.8% |
| JEPI J P MORGAN EXCHANGE TRADED F | 188,376 | $10.6m | 3.6% |
| IAU ISHARES GOLD TR | 131,576 | $9.9m | 3.3% |
| DIMENSIONAL ETF TRUST | 118,728 | $9.8m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1848704")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.