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.
MBA Advisors LLC (CIK 1848704) reported $260.3M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($16.9M, 6.51%), IQLT ($13.6M, 5.23%), IAU ($10.7M, 4.12%), SCHD ($10.4M, 3.99%), SCHX ($10.4M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $16.9M | 6.51% | 219,502 | Added |
| 2 | IQLT | ISHARES TR | $13.6M | 5.23% | 294,723 | Added |
| 3 | IAU | ISHARES GOLD TR | $10.7M | 4.12% | 121,730 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $10.4M | 3.99% | 338,741 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $10.4M | 3.99% | 405,467 | Added |
| 6 | DGRW | WISDOMTREE TR | $10.3M | 3.95% | 117,076 | Added |
| 7 | SHY | ISHARES TR | $10.2M | 3.94% | 124,132 | Added |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.5M | 3.65% | 167,529 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $9.3M | 3.58% | 320,196 | Trimmed |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $8.3M | 3.19% | 135,353 | Added |
| 11 | IDEV | ISHARES TR | $8.0M | 3.07% | 95,511 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $7.2M | 2.76% | 101,123 | Added |
| 13 | JAAA | JANUS DETROIT STR TR | $6.6M | 2.55% | 131,677 | Added |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $6.6M | 2.53% | 194,560 | Added |
| 15 | ITOT | ISHARES TR | $5.5M | 2.12% | 38,813 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $5.1M | 1.96% | 203,364 | Added |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.83% | 94,056 | Added |
| 18 | AAPL | APPLE INC | $4.1M | 1.57% | 16,120 | Trimmed |
| 19 | XLV | SELECT SECTOR SPDR TR | $3.5M | 1.36% | 24,121 | Added |
| 20 | BIL | SPDR SERIES TRUST | $3.0M | 1.16% | 33,078 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $2.7M | 1.06% | 9,562 | Added |
| 22 | MSFT | MICROSOFT CORP | $2.6M | 0.98% | 6,918 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.89% | 7,879 | Trimmed |
| 24 | SCHM | SCHWAB STRATEGIC TR | $2.3M | 0.89% | 74,848 | Trimmed |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | $2.2M | 0.83% | 36,837 | Added |
Source: SEC Form 13F filings · as of 2026-03-31