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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$27.4 Million 2.5% of portfolio
102,557
Q4 2025 Added 15.6%
$465B
$17.2 Million 1.57% of portfolio
92,362
Q4 2025 Added 21.97%
$3.78T
$13.2 Million 1.21% of portfolio
26,052
Q4 2025 Added 32.01%
$2.39T
$7.67 Million 0.7% of portfolio
32,670
Q4 2025 Added 37.23%
$662B
$6.87 Million 0.63% of portfolio
13,506
Q4 2025 Added 0.87%
$1.65T
$6.89 Million 0.63% of portfolio
24,918
Q4 2025 Added 9.41%
$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%
$1.29T
$5.28 Million 0.48% of portfolio
12,910
Q4 2025 Added 7.03%
$1.74T
$4.83 Million 0.44% of portfolio
16,902
Q4 2025 Added 38.25%
$881B
$4.07 Million 0.37% of portfolio
13,537
Q4 2025 Added 27.25%
$533B
$2.37 Million 0.22% of portfolio
7,283
Q4 2025 Added 37.94%
$266B
$2.44 Million 0.22% of portfolio
8,195
Q4 2025 Added 73.7%
$388B
$2.39 Million 0.22% of portfolio
9,935
Q4 2025 Added 22.91%
$971B
$2.33 Million 0.21% of portfolio
2,277
Q4 2025 Added 50.69%
$522B
$2.19 Million 0.2% of portfolio
10,973
Q4 2025 Added 31.95%
$414B
$2.08 Million 0.19% of portfolio
8,875
Q4 2025 Added 96.48%
$404B
$2.07 Million 0.19% of portfolio
2,270
Q4 2025 Added 12.82%
$258B
$2.04 Million 0.19% of portfolio
11,590
Q4 2025 Added 27.77%
$279B
$1.96 Million 0.18% of portfolio
19,000
Q4 2025 Added 37.81%
$265B
$1.93 Million 0.18% of portfolio
2,487
Q4 2025 Added 24.04%
$490B
$2.03 Million 0.18% of portfolio
17,217
Q4 2025 Added 91.19%
$593B
$1.82 Million 0.17% of portfolio
8,293
Q4 2025 Added 23.89%
$413B
$1.79 Million 0.16% of portfolio
34,690
Q4 2025 Added 34.62%
$291B
$1.79 Million 0.16% of portfolio
3,245
Q4 2025 Added 0.31%
$1.06B
$1.63 Million 0.15% of portfolio
270,000
Q2 2025 New
$96.4B
$1.5 Million 0.14% of portfolio
12,017
Q4 2025 Added 22.46%
$136B
$1.54 Million 0.14% of portfolio
3,256
Q4 2025 Added 12.63%
$1.87B
$1.3 Million 0.12% of portfolio
6,514
Q4 2025 Added 137.48%
$303B
$1.35 Million 0.12% of portfolio
8,718
Q4 2025 Added 24.69%
$346B
$1.33 Million 0.12% of portfolio
9,092
Q4 2025 Added 29.11%
$512B
$1.09 Million 0.1% of portfolio
2,039
Q4 2025 Added 7.88%
$26.8B
$1.11 Million 0.1% of portfolio
622
Q4 2025 Added 0.81%
$235B
$1.15 Million 0.1% of portfolio
12,356
Q4 2025 Added 75.51%
$68.7B
$1.01 Million 0.09% of portfolio
10,733
Q4 2025 Added 9.8%
$49.1B
$1.01 Million 0.09% of portfolio
9,143
Q4 2025 Added 1,063.23%
$543M
$997,000 0.09% of portfolio
306,000
Q4 2023 Added 24.39%
$224B
$1 Million 0.09% of portfolio
3,282
Q4 2025 Added 14.76%
$306B
$988,000 0.09% of portfolio
13,989
Q4 2025 Added 57.06%
$172B
$833,000 0.08% of portfolio
20,316
Q4 2025 Added 57.94%
$140B
$928,000 0.08% of portfolio
4,126
Q4 2025 Added 25.07%
$65.7B
$927,000 0.08% of portfolio
3,267
Q4 2025 Reduced 1.36%
$270B
$836,000 0.08% of portfolio
5,247
Q4 2025 Added 84.23%
$2.54B
$926,000 0.08% of portfolio
5,936
Q1 2022 New
$342B
$835,000 0.08% of portfolio
4,804
Q4 2025 Added 50.03%
$91.4B
$885,000 0.08% of portfolio
5,351
Q4 2025 Added 242.79%
$98.1B
$921,000 0.08% of portfolio
6,659
Q4 2025 Added 363.4%
$115B
$890,000 0.08% of portfolio
1,656
Q4 2025 Added 44.63%
$328B
$876,000 0.08% of portfolio
2,919
Q4 2025 Added 72.11%

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
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email