Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MB Generational Wealth, LLC (CIK 2009056) reported $180.8M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DUHP ($19.8M, 10.94%), AVUV ($19.6M, 10.82%), DISV ($17.4M, 9.61%), QUAL ($15.6M, 8.65%), OEF ($14.6M, 8.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $19.8M | 10.94% | 537,956 | Trimmed |
| 2 | AVUV | AMERICAN CENTY ETF TR | $19.6M | 10.82% | 177,158 | Added |
| 3 | DISV | DIMENSIONAL ETF TRUST | $17.4M | 9.61% | 440,843 | Added |
| 4 | QUAL | ISHARES TR | $15.6M | 8.65% | 81,569 | Trimmed |
| 5 | OEF | ISHARES TR | $14.6M | 8.07% | 45,861 | Trimmed |
| 6 | AVLV | AMERICAN CENTY ETF TR | $10.2M | 5.66% | 126,993 | Trimmed |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $8.9M | 4.92% | 228,900 | Added |
| 8 | DIHP | DIMENSIONAL ETF TRUST | $6.5M | 3.60% | 201,920 | Added |
| 9 | ISCV | ISHARES TR | $6.1M | 3.38% | 88,015 | Hold |
| 10 | DFSU | DIMENSIONAL ETF TRUST | $4.3M | 2.38% | 104,960 | Added |
| 11 | AVES | AMERICAN CENTY ETF TR | $4.3M | 2.37% | 71,397 | Added |
| 12 | DFSD | DIMENSIONAL ETF TRUST | $3.0M | 1.64% | 61,829 | Added |
| 13 | DFCF | DIMENSIONAL ETF TRUST | $2.9M | 1.59% | 68,129 | Added |
| 14 | IVV | ISHARES TR | $2.8M | 1.54% | 4,271 | Trimmed |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $2.7M | 1.51% | 56,793 | Added |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $2.5M | 1.37% | 33,658 | Added |
| 17 | DFIP | DIMENSIONAL ETF TRUST | $2.3M | 1.27% | 55,075 | Added |
| 18 | DFSV | DIMENSIONAL ETF TRUST | $2.3M | 1.25% | 64,651 | Added |
| 19 | VBR | VANGUARD INDEX FDS | $2.1M | 1.14% | 9,461 | Added |
| 20 | DFAU | DIMENSIONAL ETF TRUST | $2.0M | 1.12% | 44,984 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $1.9M | 1.03% | 5,802 | Trimmed |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $1.8M | 0.99% | 50,620 | Added |
| 23 | AVEM | AMERICAN CENTY ETF TR | $1.6M | 0.91% | 20,396 | Hold |
| 24 | DFSI | DIMENSIONAL ETF TRUST | $1.6M | 0.90% | 38,480 | Added |
| 25 | AVSD | AMERICAN CENTY ETF TR | $1.5M | 0.81% | 19,791 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31