MB, LEVIS & ASSOCIATES, LLC: 13F holdings
CIK 20658072026Q2
| Positions | 254 |
|---|
| Reported value | $271.4m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 254 (+20 vs prior quarter) |
|---|
| Reported value | $271.4m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD INDEX FDS | 66,504 | $22.9m | 8.4% |
| VEU VANGUARD INTL EQUITY INDEX F | 267,836 | $22.4m | 8.3% |
| DHS WISDOMTREE TR | 158,666 | $18.0m | 6.6% |
| DGRW WISDOMTREE TR | 174,441 | $16.7m | 6.1% |
| VCRM VANGUARD MUN BD FDS | 182,879 | $14.0m | 5.1% |
| ISHARES TR | 542,068 | $13.9m | 5.1% |
| ISHARES TR | 551,113 | $13.9m | 5.1% |
| IBDZ ISHARES TR | 515,551 | $13.4m | 4.9% |
| IBDX ISHARES TR | 527,546 | $13.3m | 4.9% |
| VB VANGUARD INDEX FDS | 42,150 | $12.8m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065807")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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