MBL Wealth, LLC

CIK: 0001845785SEC EDGAR →

Portfolio Value

$1.2B

Holdings

290

As of

Q4 2025

New Positions

290

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPYPut SPDR S&P 500 ETF TR	214,961	$146.6M	11.75%
2	BIL SPDR SERIES TRUST	1,098,043	$100.3M	8.04%
3	IJH ISHARES TR	867,419	$57.2M	4.59%
4	GLDM WORLD GOLD TR	512,932	$43.8M	3.51%
5	IEMG ISHARES INC	639,337	$43.0M	3.44%
6	DIVO AMPLIFY ETF TR	941,552	$41.9M	3.36%
7	ISTB ISHARES TR	774,461	$37.8M	3.03%
8	DFNM DIMENSIONAL ETF TRUST	707,095	$34.1M	2.73%
9	UITB VICTORY PORTFOLIOS II	662,549	$31.4M	2.51%
10	IJR ISHARES TR	256,532	$30.8M	2.47%

Quarterly Changes

Top Buys

SPYNEW

$146.6M

BILNEW

$100.3M

IJHNEW

$57.2M

GLDMNEW

$43.8M

IEMGNEW

$43.0M

Top Sells

No sells this quarter

New Positions (290)

SPY

$146.6M · 215K shares

BIL

$100.3M · 1.1M shares

$57.2M · 867K shares

$43.8M · 513K shares

$43.0M · 639K shares

$41.9M · 942K shares

$37.8M · 774K shares

$34.1M · 707K shares

$31.4M · 663K shares

$30.8M · 257K shares

$28.3M · 104K shares

$27.5M · 307K shares

$26.4M · 221K shares

$23.9M · 456K shares

$23.5M · 285K shares

$17.2M · 92K shares

$17.0M · 306K shares

$16.1M · 194K shares

$13.5M · 252K shares

$12.6M · 26K shares

$11.2M · 235K shares

$10.8M · 520K shares

$10.6M · 106K shares

$9.8M · 92K shares

$9.6M · 219K shares

$8.9M · 215K shares

$8.6M · 163K shares

$8.1M · 302K shares

$7.8M · 25K shares

$7.8M · 289K shares

$7.8M · 247K shares

$7.7M · 216K shares

$7.6M · 151K shares

$7.5M · 33K shares

$7.4M · 102K shares

$7.4M · 29K shares

$7.2M · 215K shares

$7.1M · 380K shares

$7.0M · 152K shares

$6.8M · 14K shares

$6.7M · 116K shares

$6.7M · 138K shares

$6.6M · 148K shares

$6.5M · 22K shares

$6.3M · 9K shares

$5.9M · 17K shares

$5.8M · 13K shares

$5.7M · 253K shares

$5.6M · 130K shares

$5.6M · 76K shares

$5.3M · 17K shares

$5.3M · 213K shares

$5.3M · 94K shares

$5.2M · 8K shares

$5.2M · 129K shares

$5.1M · 65K shares

$4.8M · 220K shares

$4.7M · 147K shares

$4.6M · 141K shares

$4.4M · 14K shares

$4.3M · 41K shares

$4.2M · 11K shares

$4.2M · 47K shares

$4.1M · 121K shares

$3.9M · 71K shares

$3.6M · 8K shares

$3.6M · 74K shares

$3.4M · 157K shares

$2.9M · 32K shares

$2.6M · 60K shares

$2.6M · 49K shares

$2.6M · 7K shares

$2.4M · 2K shares

$2.4M · 3K shares

$2.4M · 8K shares

$2.3M · 59K shares

$2.3M · 11K shares

$2.2M · 46K shares

$2.2M · 7K shares

$2.2M · 2K shares

$2.1M · 43K shares

$2.1M · 10K shares

$2.1M · 12K shares

$2.1M · 19K shares

$2.1M · 17K shares

$2.0M · 9K shares

$2.0M · 2K shares

$1.9M · 6K shares

$1.9M · 20K shares

$1.9M · 35K shares

$1.9M · 3K shares

$1.8M · 7K shares

$1.6M · 8K shares

$1.6M · 10K shares

$1.5M · 3K shares

$1.5M · 59K shares

$1.5M · 2K shares

$1.4M · 5K shares

$1.4M · 12K shares

$1.4M · 31K shares

$1.4M · 306K shares

$1.3M · 622 shares

$1.3M · 9K shares

$1.3M · 12K shares

$1.2M · 17K shares

$1.2M · 30K shares

$1.2M · 30K shares

$1.2M · 2K shares

$1.1M · 270K shares

$1.1M · 23K shares

$1.1M · 12K shares

$1.1M · 26K shares

$1.1M · 38K shares

$1.1M · 11K shares

$1.0M · 969 shares

$1.0M · 7K shares

MCD

$1.0M · 3K shares

LOW

$995K · 4K shares

MIGA

$989K · 7K shares

$977K · 14K shares

$974K · 5K shares

$943K · 3K shares

$931K · 5K shares

$917K · 11K shares

$917K · 20K shares

$904K · 21K shares

$903K · 6K shares

$899K · 3K shares

$885K · 11K shares

$861K · 6K shares

$856K · 5K shares

$856K · 9K shares

$855K · 11K shares

$853K · 5K shares

$845K · 7K shares

$844K · 6K shares

$829K · 5K shares

$827K · 20K shares

$814K · 2K shares

$810K · 30K shares

$782K · 29K shares

$776K · 2K shares

$775K · 16K shares

$762K · 1K shares

$755K · 2K shares

$755K · 3K shares

$754K · 1 shares

$742K · 4K shares

$738K · 1K shares

$736K · 4K shares

$735K · 14K shares

$717K · 30K shares

$696K · 3K shares

$688K · 4K shares

$679K · 3K shares

$679K · 7K shares

$672K · 7K shares

$667K · 39K shares

$666K · 6K shares

$646K · 2K shares

$602K · 13K shares

$597K · 2K shares

$587K · 1K shares

$587K · 2K shares

$583K · 7K shares

$582K · 17K shares

$559K · 2K shares

$555K · 8K shares

$540K · 3K shares

$539K · 11K shares

$536K · 9K shares

$532K · 2K shares

$531K · 8K shares

$526K · 930 shares

$518K · 11K shares

$511K · 4K shares

$502K · 9K shares

$502K · 20K shares

$495K · 12K shares

$494K · 7K shares

$487K · 11K shares

$486K · 6K shares

$479K · 734 shares

$474K · 8K shares

$459K · 5K shares

$449K · 29K shares

$449K · 10K shares

$445K · 8K shares

$434K · 4K shares

$433K · 5K shares

$432K · 1K shares

$429K · 23K shares

$428K · 8K shares

$427K · 5K shares

$418K · 13K shares

$418K · 1K shares

$416K · 24K shares

$416K · 9K shares

$415K · 1K shares

$411K · 17K shares

$410K · 21K shares

$409K · 10K shares

$389K · 3K shares

$389K · 4K shares

$385K · 1K shares

$381K · 5K shares

$379K · 6K shares

$376K · 5K shares

$374K · 2K shares

$372K · 2K shares

$371K · 25K shares

$369K · 6K shares

$369K · 763 shares

$367K · 3K shares

$364K · 91K shares

$352K · 3K shares

$351K · 1K shares

$349K · 10K shares

$341K · 9K shares

$340K · 2K shares

$339K · 9K shares

$336K · 1K shares

$336K · 2K shares

$330K · 8K shares

$324K · 267 shares

$324K · 4K shares

$320K · 149 shares

$319K · 19K shares

$318K · 6K shares

$318K · 6K shares

$313K · 2K shares

$313K · 2K shares

$310K · 7K shares

$308K · 1K shares

$301K · 500 shares

$295K · 7K shares

$293K · 787 shares

$293K · 897 shares

$293K · 8K shares

$290K · 1K shares

$287K · 8K shares

$284K · 266 shares

$284K · 1K shares

$279K · 5K shares

$273K · 1K shares

$272K · 16K shares

$268K · 9K shares

$267K · 158 shares

$267K · 858 shares

$264K · 4K shares

$264K · 584 shares

$263K · 2K shares

$256K · 1K shares

$253K · 3K shares

$253K · 10K shares

$251K · 3K shares

$247K · 6K shares

$244K · 9K shares

$243K · 855 shares

$242K · 2K shares

$240K · 4K shares

$239K · 2K shares

$238K · 6K shares

$236K · 7K shares

$234K · 7K shares

$232K · 2K shares

$230K · 2K shares

$229K · 1K shares

$228K · 11K shares

$227K · 12K shares

$227K · 5K shares

$226K · 4K shares

$224K · 5K shares

$219K · 515 shares

$218K · 4K shares

$218K · 3K shares

$217K · 558 shares

$213K · 3K shares

$211K · 1K shares

$209K · 2K shares

$208K · 10K shares

$205K · 5K shares

$203K · 701 shares

$203K · 707 shares

$182K · 19K shares

$151K · 11K shares

$131K · 32K shares

$126K · 10K shares

$115K · 28K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	152	$945.3M	75.8%
Technology	26	$123.7M	9.9%
Unknown	22	$78.6M	6.3%
Healthcare	20	$22.7M	1.8%
Communication Services	7	$21.9M	1.8%
Consumer Cyclical	12	$20.8M	1.7%
Industrials	20	$14.1M	1.1%
Consumer Defensive	10	$8.7M	0.7%
Energy	7	$4.8M	0.4%
Utilities	7	$4.1M	0.3%
Basic Materials	6	$2.9M	0.2%
Real Estate	1	$151K	0.0%