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.
MBL Wealth, LLC (CIK 1845785) reported $1.32B across 325 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($142.4M, 10.78%), BIL ($120.8M, 9.14%), IJH ($61.4M, 4.64%), GLDM ($47.4M, 3.58%), IEMG ($45.8M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $142.4M | 10.78% | 219,009 | Added |
| 2 | BIL | SPDR SERIES TRUST | $120.8M | 9.14% | 1.3M | Added |
| 3 | IJH | ISHARES TR | $61.4M | 4.64% | 908,796 | Added |
| 4 | GLDM | WORLD GOLD TR | $47.4M | 3.58% | 510,875 | Trimmed |
| 5 | IEMG | ISHARES INC | $45.8M | 3.46% | 656,127 | Added |
| 6 | DIVO | AMPLIFY ETF TR | $44.0M | 3.33% | 981,793 | Added |
| 7 | ISTB | ISHARES TR | $40.5M | 3.06% | 834,719 | Added |
| 8 | DFNM | DIMENSIONAL ETF TRUST | $35.5M | 2.68% | 739,735 | Added |
| 9 | UITB | VICTORY PORTFOLIOS II | $33.9M | 2.56% | 720,875 | Added |
| 10 | IJR | ISHARES TR | $32.9M | 2.49% | 264,674 | Added |
| 11 | IEFA | ISHARES TR | $28.3M | 2.14% | 312,859 | Added |
| 12 | IEI | ISHARES TR | $28.2M | 2.13% | 237,478 | Added |
| 13 | IDEV | ISHARES TR | $25.2M | 1.90% | 301,018 | Added |
| 14 | MUNI | PIMCO ETF TR | $24.8M | 1.88% | 475,823 | Added |
| 15 | AAPL | APPLE INC | $23.9M | 1.81% | 94,269 | Trimmed |
| 16 | SHY | ISHARES TR | $17.1M | 1.29% | 207,071 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $16.4M | 1.24% | 93,975 | Added |
| 18 | PTLC | PACER FDS TR | $16.1M | 1.22% | 307,495 | Added |
| 19 | HYG | ISHARES TR | $14.1M | 1.06% | 176,802 | Added |
| 20 | QQQI | NEOS ETF TRUST | $13.7M | 1.04% | 276,358 | Added |
| 21 | GBIL | GOLDMAN SACHS ETF TR | $13.4M | 1.01% | 133,676 | Added |
| 22 | SUB | ISHARES TR | $12.6M | 0.96% | 118,521 | Added |
| 23 | MODL | VICTORY PORTFOLIOS II | $11.5M | 0.87% | 257,963 | Added |
| 24 | TBIL | RBB FD INC | $11.2M | 0.85% | 224,867 | Added |
| 25 | CARY | ANGEL OAK FUNDS TRUST | $11.2M | 0.85% | 540,604 | Added |
Source: SEC Form 13F filings · as of 2026-03-31