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.
MEMBERS WEALTH LLC (CIK 2059574) reported $167.4M across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($26.3M, 15.71%), FBND ($12.2M, 7.27%), SPYG ($9.9M, 5.92%), BND ($8.7M, 5.23%), SPYV ($8.7M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.3M | 15.71% | 36,793 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $12.2M | 7.27% | 264,915 | Trimmed |
| 3 | SPYG | SPDR SERIES TRUST | $9.9M | 5.92% | 88,722 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $8.7M | 5.23% | 118,422 | Trimmed |
| 5 | SPYV | SPDR SERIES TRUST | $8.7M | 5.22% | 148,069 | Added |
| 6 | IBDV | ISHARES TR | $4.5M | 2.70% | 206,258 | Added |
| 7 | IBDU | ISHARES TR | $4.3M | 2.56% | 183,769 | Added |
| 8 | IBDT | ISHARES TR | $4.3M | 2.54% | 167,909 | Added |
| 9 | VO | VANGUARD INDEX FDS | $3.4M | 2.05% | 44,714 | Added |
| 10 | IBDS | ISHARES TR | $3.3M | 2.00% | 137,985 | Trimmed |
| 11 | IWB | ISHARES TR | $3.3M | 1.96% | 8,431 | Added |
| 12 | MSFT | MICROSOFT CORP | $3.3M | 1.95% | 7,558 | Trimmed |
| 13 | IEFA | ISHARES TR | $3.2M | 1.90% | 33,350 | Added |
| 14 | AAPL | APPLE INC | $3.2M | 1.88% | 11,538 | Added |
| 15 | IBDW | ISHARES TR | $2.9M | 1.74% | 138,918 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $2.6M | 1.52% | 12,605 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 1.44% | 3,393 | Added |
| 18 | SGOV | ISHARES TR | $2.3M | 1.39% | 23,065 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $2.3M | 1.35% | 6,436 | Added |
| 20 | GOOG | ALPHABET INC | $2.2M | 1.31% | 6,498 | Added |
| 21 | IEQ | LAZARD ACTIVE ETF TR | $2.2M | 1.30% | 64,068 | Added |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 1.26% | 9,260 | Added |
| 23 | AMZN | AMAZON COM INC | $1.9M | 1.13% | 7,392 | Added |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.12% | 23,422 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $1.9M | 1.11% | 2,852 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31