account_balance
Investment manager · 13F filer · SEC CIK 2065807
Mb, Levis & Associates, LLC
Reported value$273Mas of Sep 30, 2026
Positions250 6 new, 10 sold out
Top 10 weight61.4%VV alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
9.0%Added +4%
VEUVanguard Intl Equity Index F
8.4%Added +3%
IBCBiShares Tr
6.8%Added +42%
DHSWisdomtree Tr
6.5%
DGRWWisdomtree Tr
6.2%
VCRMVanguard Mun Bd FDS
5.8%Added +21%
CGMUCapital GRP Fixed Incm ETF T
4.8%Added +20%
IBCAiShares Tr
4.7%
VBVanguard Index FDS
4.6%Added +6%
IBDZiShares Tr
4.6%
IBDYiShares Tr
4.4%
QGROAmerican Centy ETF Tr
4.0%
VVVanguard Index FDS
9.0%Added +4%
VEUVanguard Intl Equity Index F
8.4%Added +3%
IBCBiShares Tr
6.8%+42%
DHSWisdomtree Tr
6.5%
DGRWWisdomtree Tr
6.2%
VCRMVanguard Mun Bd FDS
5.8%
CGMUCapital GRP Fixed Incm ETF T
4.8%
IBCAiShares Tr
4.7%
VBVanguard Index FDS
4.6%
IBDZ4.6%
IBDY4.4%
QGRO4.0%
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
VV Vanguard Index FDS 9.0% Added +4%
VEU Vanguard Intl Equity Index F 8.4% Added +3%
IBCB iShares Tr 6.8% Added +42%
DHS Wisdomtree Tr 6.5% Held
DGRW Wisdomtree Tr 6.2% Held
VCRM Vanguard Mun Bd FDS 5.8% Added +21%
CGMU Capital GRP Fixed Incm ETF T 4.8% Added +20%
IBCA iShares Tr 4.7% Held
VB Vanguard Index FDS 4.6% Added +6%
IBDZ iShares Tr 4.6% Held
IBDY iShares Tr 4.4% Held
QGRO American Centy ETF Tr 4.0% Added +3%
What changed
Biggest moves since Jun 30, 2026
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