Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025

Mbl Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $142M, Spdr Bloomberg 1 3 Month T Bil with a value of $101M, Ishares Core S&P Mid Cap ETF with a value of $55.7M, Amplify ETF Tr Amplify Cwp Enh with a value of $42.4M, and World Gold Trust with a value of $41.5M.

Examining the 13F form we can see an increase of $75.9M in the current position value, from $1.02B to 1.1B.

Mbl Wealth, LLC is based out at Charlotte, NC

Below you can find more details about Mbl Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Billion
ETFs: $882 Million
Technology: $79.5 Million
Financial Services: $28.4 Million
Communication Services: $21 Million
Consumer Cyclical: $20.3 Million
Healthcare: $14.7 Million
Industrials: $13.8 Million
Consumer Defensive: $8.13 Million
Other: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$142 Million 12.98% of portfolio
213,661
Q4 2025 Added 0.68%
$0
$101 Million 9.18% of portfolio
1,098,043
Q4 2025 Added 2.91%
$0
$55.7 Million 5.08% of portfolio
867,419
Q4 2025 Added 4.21%
$0
$42.4 Million 3.87% of portfolio
941,552
Q4 2025 Added 2.65%
$11.9B
$41.5 Million 3.79% of portfolio
512,932
Q4 2025 Reduced 0.75%
$0
$37.7 Million 3.44% of portfolio
774,461
Q4 2025 Added 3.74%
$0
$34.3 Million 3.13% of portfolio
639,337
Q4 2025 Added 2.43%
$0
$34.1 Million 3.11% of portfolio
707,095
Q4 2025 Added 3.92%
$0
$31.4 Million 2.86% of portfolio
662,549
Q4 2025 Added 6.73%
$0
$30 Million 2.74% of portfolio
256,532
Q4 2025 Added 2.58%
$4.3T
$27.4 Million 2.5% of portfolio
102,557
Q4 2025 Added 15.6%
$0
$27.3 Million 2.49% of portfolio
307,474
Q4 2025 Added 1.25%
$0
$26.4 Million 2.41% of portfolio
220,933
Q4 2025 Added 5.32%
$0
$23.9 Million 2.18% of portfolio
455,593
Q4 2025 Added 3.05%
$0
$23.2 Million 2.11% of portfolio
284,826
Q4 2025 Added 4.12%
$465B
$17.2 Million 1.57% of portfolio
92,362
Q4 2025 Added 21.97%
$0
$16.1 Million 1.47% of portfolio
193,916
Q4 2025 Added 3.21%
$3.78T
$13.2 Million 1.21% of portfolio
26,052
Q4 2025 Added 32.01%
$0
$10.6 Million 0.97% of portfolio
106,312
Q4 2025 Reduced 1.05%
$0
$9.76 Million 0.89% of portfolio
91,668
Q4 2025 Added 3.19%
$0
$8.45 Million 0.77% of portfolio
162,525
Q4 2025 Added 24.95%
$0
$7.75 Million 0.71% of portfolio
246,776
Q4 2025 Added 0.32%
$0
$7.67 Million 0.7% of portfolio
288,900
Q4 2025 Added 0.02%
$2.39T
$7.67 Million 0.7% of portfolio
32,670
Q4 2025 Added 37.23%
$0
$7.59 Million 0.69% of portfolio
215,842
Q4 2025 Added 1.49%
$0
$7.31 Million 0.67% of portfolio
101,846
Q4 2025 Added 0.33%
$0
$7.05 Million 0.64% of portfolio
380,269
Q4 2025 Added 6.42%
$662B
$6.87 Million 0.63% of portfolio
13,506
Q4 2025 Added 0.87%
$0
$6.92 Million 0.63% of portfolio
151,506
Q4 2025 Reduced 0.96%
$1.65T
$6.89 Million 0.63% of portfolio
24,918
Q4 2025 Added 9.41%
$0
$6.7 Million 0.61% of portfolio
137,817
Q4 2025 Added 4.4%
$0
$6.71 Million 0.61% of portfolio
116,040
Q4 2025 Reduced 10.27%
$0
$6.54 Million 0.6% of portfolio
147,783
Q4 2025 Added 1.34%
$0
$6.45 Million 0.59% of portfolio
22,469
Q4 2025 Reduced 0.33%
$139B
$5.83 Million 0.53% of portfolio
17,010
Q4 2025 Added 34.05%
$1.37T
$5.78 Million 0.53% of portfolio
9,483
Q4 2025 Added 24.86%
$0
$5.69 Million 0.52% of portfolio
253,303
Q4 2025 Added 1.11%
$0
$5.68 Million 0.52% of portfolio
212,511
Q4 2025 Added 11.58%
$1.29T
$5.28 Million 0.48% of portfolio
12,910
Q4 2025 Added 7.03%
$0
$5.11 Million 0.47% of portfolio
65,036
Q4 2025 Added 6.87%
$0
$5.16 Million 0.47% of portfolio
8,349
Q4 2025 Added 32.23%
$0
$5.16 Million 0.47% of portfolio
94,128
Q4 2025 Reduced 1.63%
$0
$5.09 Million 0.46% of portfolio
129,279
Q4 2025 Reduced 1.48%
$1.74T
$4.83 Million 0.44% of portfolio
16,902
Q4 2025 Added 38.25%
$0
$4.27 Million 0.39% of portfolio
40,756
Q4 2025 Added 2.73%
$0
$4.21 Million 0.38% of portfolio
47,047
Q4 2025 Reduced 7.99%
$881B
$4.07 Million 0.37% of portfolio
13,537
Q4 2025 Added 27.25%
$130B
$4 Million 0.37% of portfolio
10,646
Q4 2025 Reduced 2.36%
$0
$3.81 Million 0.35% of portfolio
70,964
Q4 2025 Added 0.76%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.1 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 51 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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