account_balance

Investment manager · 13F filer · SEC CIK 2009056

MB Generational Wealth, LLC

Reported value$196Mas of Sep 30, 2026
Positions64 1 new, 3 sold out
Top 10 weight66.9%DUHP alone is 11%
FiledNov 940 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
DUHP Dfa Invt Dimensions Group In 10.9% Added +2%
AVUV American Centy ETF Tr 10.7% Held
DISV Dimensional ETF Trust 9.9% Held
QUAL iShares Tr 9.1% Held
OEF iShares Tr 8.8% Held
AVLV American Centy ETF Tr 5.8% Held
ISCV iShares Tr 3.3% Held
DIHP Dimensional ETF Trust 3.3% Held
DFSU Dimensional ETF Trust 2.6% Held
DFNM Dimensional ETF Trust 2.4% Added +37%
AVES American Centy ETF Tr 2.4% Held
DFSD Dimensional ETF Trust 2.1% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • DFEM $245K
arrow_upwardAdded
  • DFNM +37%
  • DFAU +27%
  • DFIC +20%
  • DFSV +18%
arrow_downwardTrimmed
  • REET −19%
  • DFUV −4%
  • SPEM −3%
remove_circleSold out
  • DFAC $11.2M
  • DFAT $1.18M
  • MU $206K

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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