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.
MBE Wealth Management, LLC (CIK 1775850) reported $240.7M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($28.3M, 11.75%), VB ($26.0M, 10.79%), SPYV ($25.5M, 10.58%), IVV ($12.0M, 4.98%), ACIO ($11.9M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $28.3M | 11.75% | 49,015 | Added |
| 2 | VB | VANGUARD INDEX FDS | $26.0M | 10.79% | 99,166 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $25.5M | 10.58% | 450,337 | Added |
| 4 | IVV | ISHARES TR | $12.0M | 4.98% | 18,355 | Added |
| 5 | ACIO | ETF SER SOLUTIONS | $11.9M | 4.94% | 283,436 | Added |
| 6 | DRSK | ETF SER SOLUTIONS | $8.0M | 3.32% | 292,208 | Added |
| 7 | IDME | ETF SER SOLUTIONS | $8.0M | 3.30% | 322,521 | Trimmed |
| 8 | SCHP | SCHWAB STRATEGIC TR | $7.7M | 3.18% | 287,637 | Trimmed |
| 9 | OSCV | ETF SER SOLUTIONS | $5.6M | 2.31% | 141,097 | Trimmed |
| 10 | DUBS | ETF SER SOLUTIONS | $5.1M | 2.13% | 141,970 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $4.8M | 2.01% | 157,692 | Trimmed |
| 12 | ADME | ETF SER SOLUTIONS | $4.5M | 1.87% | 91,019 | Trimmed |
| 13 | ASTS | AST SPACEMOBILE INC | $4.1M | 1.69% | 49,057 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $3.9M | 1.61% | 46,782 | Hold |
| 15 | DGRO | ISHARES TR | $3.2M | 1.34% | 45,987 | Trimmed |
| 16 | RLY | SSGA ACTIVE ETF TR | $3.2M | 1.33% | 88,260 | Trimmed |
| 17 | HTRB | HARTFORD FDS EXCHANGE TRADED | $3.1M | 1.29% | 91,880 | Added |
| 18 | SCHF | SCHWAB STRATEGIC TR | $2.8M | 1.18% | 114,698 | Trimmed |
| 19 | JUCY | ETF SER SOLUTIONS | $2.6M | 1.07% | 116,304 | Trimmed |
| 20 | SCHE | SCHWAB STRATEGIC TR | $2.6M | 1.07% | 78,016 | Trimmed |
| 21 | UPSD | ETF SER SOLUTIONS | $2.3M | 0.97% | 91,664 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.0M | 0.85% | 11,682 | Trimmed |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $1.9M | 0.78% | 23,648 | Trimmed |
| 24 | MUNI | PIMCO ETF TR | $1.7M | 0.70% | 32,463 | Added |
| 25 | AAPL | APPLE INC | $1.6M | 0.65% | 6,171 | Added |
Source: SEC Form 13F filings · as of 2026-03-31