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 $182.4M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($27.7M, 15.18%), FBND ($13.2M, 7.21%), SPYG ($9.5M, 5.21%), BND ($9.3M, 5.09%), SPYV ($9.1M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $27.7M | 15.18% | 36,972 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $13.2M | 7.21% | 289,217 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $9.5M | 5.21% | 79,901 | Trimmed |
| 4 | BND | VANGUARD BD INDEX FDS | $9.3M | 5.09% | 126,500 | Added |
| 5 | SPYV | SPDR SERIES TRUST | $9.1M | 5.01% | 150,222 | Added |
| 6 | IBDV | ISHARES TR | $5.0M | 2.76% | 230,622 | Added |
| 7 | IBDU | ISHARES TR | $4.7M | 2.57% | 202,246 | Added |
| 8 | IBDT | ISHARES TR | $4.6M | 2.55% | 184,119 | Added |
| 9 | VO | VANGUARD INDEX FDS | $4.0M | 2.20% | 49,850 | Added |
| 10 | IWB | ISHARES TR | $3.9M | 2.13% | 9,497 | Added |
| 11 | IBDS | ISHARES TR | $3.7M | 2.03% | 152,799 | Added |
| 12 | IEFA | ISHARES TR | $3.3M | 1.83% | 34,539 | Added |
| 13 | AAPL | APPLE INC | $3.2M | 1.77% | 11,134 | Trimmed |
| 14 | SGOV | ISHARES TR | $3.2M | 1.75% | 31,650 | Added |
| 15 | IBDW | ISHARES TR | $3.1M | 1.72% | 150,935 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.8M | 1.54% | 7,528 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $2.8M | 1.52% | 7,507 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.39% | 3,401 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.5M | 1.39% | 12,660 | Added |
| 20 | GOOG | ALPHABET INC | $2.4M | 1.31% | 6,764 | Added |
| 21 | IEQ | LAZARD ACTIVE ETF TR | $2.2M | 1.20% | 62,418 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 1.16% | 8,909 | Trimmed |
| 23 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.13% | 22,976 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $1.9M | 1.06% | 2,807 | Trimmed |
| 25 | XSMO | INVESCO EXCHANGE TRADED FD T | $1.8M | 1.01% | 19,639 | Added |
Source: SEC Form 13F filings · as of 2026-06-30