MEMBERS WEALTH LLC: 13F holdings
CIK 20595742026Q2
| Positions | 120 |
|---|
| Reported value | $182.4m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 120 (+7 vs prior quarter) |
|---|
| Reported value | $182.4m (+9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 36,972 | $27.7m | 15.2% |
| FBND FIDELITY MERRIMACK STR TR | 289,217 | $13.2m | 7.2% |
| SPYG SPDR SERIES TRUST | 79,901 | $9.5m | 5.2% |
| BND VANGUARD BD INDEX FDS | 126,500 | $9.3m | 5.1% |
| SPYV SPDR SERIES TRUST | 150,222 | $9.1m | 5.0% |
| IBDV ISHARES TR | 230,622 | $5.0m | 2.8% |
| IBDU ISHARES TR | 202,246 | $4.7m | 2.6% |
| IBDT ISHARES TR | 184,119 | $4.6m | 2.5% |
| VO VANGUARD INDEX FDS | 49,850 | $4.0m | 2.2% |
| IWB ISHARES TR | 9,497 | $3.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059574")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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