MBE Wealth Management, LLC: 13F holdings
CIK 17758502026Q2
| Positions | 170 |
|---|
| Reported value | $284.5m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 170 (+29 vs prior quarter) |
|---|
| Reported value | $284.5m (+18.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 47,304 | $34.8m | 12.2% |
| VB VANGUARD INDEX FDS | 98,047 | $29.7m | 10.4% |
| SPYV SPDR SERIES TRUST | 459,724 | $27.9m | 9.8% |
| IVV ISHARES TR | 18,305 | $13.7m | 4.8% |
| ACIO ETF SER SOLUTIONS | 280,648 | $12.9m | 4.6% |
| IDUB ETF SER SOLUTIONS | 322,545 | $8.9m | 3.1% |
| DRSK ETF SER SOLUTIONS | 289,902 | $8.3m | 2.9% |
| SCHP SCHWAB STRATEGIC TR | 293,532 | $7.8m | 2.7% |
| OSCV ETF SER SOLUTIONS | 142,463 | $6.0m | 2.1% |
| DUBS ETF SER SOLUTIONS | 142,922 | $6.0m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1775850")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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