account_balance

Investment manager · 13F filer · SEC CIK 1775850

MBE Wealth Management, LLC

Reported value$284Mas of Sep 30, 2026
Positions174 10 new, 6 sold out
Top 10 weight53.9%QQQ alone is 12%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 12.2% Held
SPYV SPDR Series Trust 10.0% Held
VB Vanguard Index FDS 9.8% Held
IVV iShares Tr 5.0% Held
ACIO ETF Ser Solutions 4.5% Trimmed −2%
IDUB ETF Ser Solutions 3.0% Trimmed −3%
DRSK ETF Ser Solutions 2.7% Held
SCHP Schwab Strategic Tr 2.7% Added +3%
DUBS ETF Ser Solutions 2.1% Trimmed −3%
OSCV ETF Ser Solutions 1.9% Trimmed −2%
HTRB Hartford FDS Exchange Traded 1.9% Added +4%
SCHD Schwab Strategic Tr 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • PM $653K
  • IBIT $392K
  • SCHB $275K
  • JPST $261K
arrow_upwardAdded
  • SCHX +79%
  • MO +40%
  • SCHG +21%
  • VYM +11%
arrow_downwardTrimmed
  • DGRO −9%
  • VGSH −6%
  • UCON −5%
  • SCHE −3%
remove_circleSold out
  • AIRR $225K
  • DUK $214K
  • DFSV $213K
  • USB $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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