MB Generational Wealth, LLC: 13F holdings
CIK 20090562026Q2
| Positions | 66 |
|---|
| Reported value | $203.9m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 66 (+0 vs prior quarter) |
|---|
| Reported value | $203.9m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUV AMERICAN CENTY ETF TR | 178,008 | $22.2m | 10.9% |
| DIMENSIONAL ETF TRUST | 498,720 | $20.8m | 10.2% |
| DISV DIMENSIONAL ETF TRUST | 444,342 | $17.8m | 8.7% |
| QUAL ISHARES TR | 80,754 | $17.7m | 8.7% |
| VTI ISHARES TR | 45,493 | $16.6m | 8.2% |
| AVLV AMERICAN CENTY ETF TR | 126,413 | $11.5m | 5.7% |
| DIMENSIONAL ETF TRUST | 252,167 | $11.2m | 5.5% |
| IJH ISHARES TR | 86,870 | $6.8m | 3.3% |
| DIHP DIMENSIONAL ETF TRUST | 191,803 | $6.5m | 3.2% |
| DFSU DIMENSIONAL ETF TRUST | 108,607 | $5.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009056")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples