account_balance

Investment manager · 13F filer · SEC CIK 1848704

MBA Advisors LLC

Reported value$304Mas of Sep 30, 2026
Positions165 13 new, 12 sold out
Top 10 weight42.1%BIV alone is 6%
FiledOct 2929 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
BIV Vanguard Bd Index FDS 6.4% Added +6%
IQLT iShares Tr 5.3% Added +3%
SCHG Schwab Strategic Tr 4.1% Held
SCHX Schwab Strategic Tr 4.1% Added +3%
DGRW Wisdomtree Tr 4.0% Added +4%
SHY iShares Tr 4.0% Added +8%
SCHD Schwab Strategic Tr 3.9% Held
JEPI J P Morgan Exchange Traded F 3.6% Added +2%
IAU iShares Gold Trust 3.6% Added +5%
JQUA J P Morgan Exchange Traded F 3.3% Held
IDEV iShares Tr 3.2% Added +10%
DFAS Dimensional ETF Trust 3.2% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • FNDF $2.6M
  • VOO $861K
  • IBTM $375K
  • MGA $291K
arrow_upwardAdded
  • XLP +33%
  • XLI +12%
  • IDEV +10%
  • AMLP +9%
arrow_downwardTrimmed
  • BIL −70%
  • META −24%
  • EVSM −19%
  • INTC −9%
remove_circleSold out
  • OEF $271K
  • UNH $263K
  • CDX $248K
  • DOV $246K

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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