account_balance

Investment manager · 13F filer · SEC CIK 2059574

Members Wealth LLC

Reported value$200Mas of Sep 30, 2026

Positions128 18 new, 10 sold out

Top 10 weight50.9%IVV alone is 15%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

15.0%Added +4%

FBNDFidelity Merrimack STR Tr

6.3%

SPYGSPDR Series Trust

5.5%Added +10%

SPYVSPDR Series Trust

4.9%Added +6%

BNDVanguard Bd Index FDS

4.8%Added +8%

IBDXiShares Tr

3.6%New

IBDUiShares Tr

3.3%Added +45%

IWBiShares Tr

2.5%Added +26%

IBDTiShares Tr

2.5%Added +8%

VOVanguard Index FDS

2.4%+23%

MSFTMicrosoft Corp

2.0%

AAPLApple Inc.

1.9%Added +4%

IVViShares Tr

15.0%Added +4%

FBNDFidelity Merrimack STR Tr

6.3%

SPYGSPDR Series Trust

5.5%

SPYVSPDR Series Trust

4.9%

BNDVanguard Bd Index FDS

4.8%+8%

IBDXiShares Tr

3.6%

IBDUiShares Tr

3.3%

IWB2.5%

IBDT

VO2.4%

MSFT2.0%AAPL

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

IVV iShares Tr 15.0% Added +4%

FBND Fidelity Merrimack STR Tr 6.3% Held

SPYG SPDR Series Trust 5.5% Added +10%

SPYV SPDR Series Trust 4.9% Added +6%

BND Vanguard Bd Index FDS 4.8% Added +8%

IBDX iShares Tr 3.6% New

IBDU iShares Tr 3.3% Added +45%

IWB iShares Tr 2.5% Added +26%

IBDT iShares Tr 2.5% Added +8%

VO Vanguard Index FDS 2.4% Added +23%

MSFT Microsoft Corp 2.0% Held AAPL Apple Inc. 1.9% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 9, 2026 filing

add_circleNew

IBDX $7.11M
SPAB $1.45M
IBMU $1.06M
VXUS $477K

arrow_upwardAdded

AGG +192%
BSMS +58%
IBMR +55%
IBDU +45%

arrow_downwardTrimmed

XLK −9%
CRWD −8%
ORCL −6%
HELO −6%

remove_circleSold out

JCPB $669K
IBMS $657K
CMF $479K
VTEB $357K

Members Wealth LLC

Where the money is

Biggest moves since Jun 30, 2026

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