account_balance
Investment manager · 13F filer · SEC CIK 1845785
MBL Wealth, LLC
Reported value$1.67Bas of Sep 30, 2026
Positions596 238 new, 23 sold out
Top 10 weight41.9%SPY alone is 10%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
10.1%Added +2%
BILSPDR Series Trust
8.9%Added +7%
IJHiShares Tr
4.2%Added +4%
IEMGiShares Inc
3.4%Added +4%
DIVOAmplify ETF Tr
3.0%Added +4%
GLDMWorld Gold Trust
2.7%Added +6%
ISTBiShares Tr
2.6%Added +6%
UITBVictory Portfolios II
2.4%Added +18%
DFNMDimensional ETF Trust
2.3%Added +7%
IJRiShares Tr
2.3%+4%
AAPLApple Inc.
1.8%
IEFAiShares Tr
1.8%
SPYSPDR S&P 500 ETF Trust
10.1%Added +2%
BILSPDR Series Trust
8.9%Added +7%
IJHiShares Tr
4.2%
IEMGiShares Inc
3.4%
DIVOAmplify ETF Tr
3.0%
ISTB2.6%
UITB2.4%
DFNM2.3%
IJR2.3%
AAPLIEFA
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
SPY SPDR S&P 500 ETF Trust 10.1% Added +2%
BIL SPDR Series Trust 8.9% Added +7%
IJH iShares Tr 4.2% Added +4%
IEMG iShares Inc 3.4% Added +4%
DIVO Amplify ETF Tr 3.0% Added +4%
GLDM World Gold Trust 2.7% Added +6%ISTB iShares Tr 2.6% Added +6%
UITB Victory Portfolios II 2.4% Added +18%
DFNM Dimensional ETF Trust 2.3% Added +7%
IJR iShares Tr 2.3% Added +4%
AAPL Apple Inc. 1.8% HeldIEFA iShares Tr 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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