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
$319B
$864,000 0.08% of portfolio
11,111
Q4 2025 Added 56.96%
$453B
$755,000 0.07% of portfolio
1
Q1 2025 New
$222B
$722,000 0.07% of portfolio
1,274
Q4 2025 Added 91.58%
$144B
$772,000 0.07% of portfolio
1,622
Q4 2025 Added 30.28%
$170B
$819,000 0.07% of portfolio
5,610
Q4 2025 Added 155.12%
$255B
$752,000 0.07% of portfolio
2,204
Q4 2025 Added 43.68%
$641M
$753,000 0.07% of portfolio
30,025
Q4 2025 Reduced 9.02%
$61.4B
$820,000 0.07% of portfolio
3,998
Q4 2025 Added 149.88%
$98.6B
$605,000 0.06% of portfolio
6,688
Q4 2025 Reduced 1.95%
$193B
$618,000 0.06% of portfolio
5,855
Q4 2025 Added 125.63%
$59.5B
$706,000 0.06% of portfolio
15,753
Q4 2025 Added 45.78%
$268B
$654,000 0.06% of portfolio
2,651
Q4 2025 New
$136B
$612,000 0.06% of portfolio
1,701
Q4 2025 Added 64.03%
$190B
$711,000 0.06% of portfolio
7,247
Q4 2025 Added 107.41%
$12.2B
$702,000 0.06% of portfolio
3,853
Q4 2025 New
$317B
$608,000 0.06% of portfolio
7,290
Q4 2025 Added 20.7%
$53.8B
$678,000 0.06% of portfolio
3,305
Q4 2025 New
$136B
$509,000 0.05% of portfolio
2,304
Q4 2025 Added 89.94%
$79.2B
$524,000 0.05% of portfolio
8,335
Q4 2025 Added 108.84%
$72.4B
$554,000 0.05% of portfolio
1,585
Q4 2025 Added 0.19%
$0
$513,000 0.05% of portfolio
13,155
Q4 2025 Reduced 1.13%
$193B
$508,000 0.05% of portfolio
930
Q4 2025 New
$17.1B
$569,000 0.05% of portfolio
1,817
Q4 2025 Added 2.54%
$335M
$418,000 0.04% of portfolio
29,112
Q1 2024 Reduced 0.95%
$111B
$414,000 0.04% of portfolio
1,224
Q4 2025 New
$141B
$413,000 0.04% of portfolio
16,507
Q4 2025 Added 14.91%
$97.3B
$489,000 0.04% of portfolio
5,773
Q4 2025 Added 117.44%
$181B
$479,000 0.04% of portfolio
5,237
Q4 2025 Added 12.94%
$68.5B
$389,000 0.04% of portfolio
2,735
Q4 2025 New
$168B
$407,000 0.04% of portfolio
4,748
Q4 2025 New
$75.4B
$491,000 0.04% of portfolio
3,852
Q4 2025 Added 75.97%
$72.7B
$403,000 0.04% of portfolio
2,311
Q4 2025 New
$156B
$393,000 0.04% of portfolio
3,171
Q4 2025 New
$94.5B
$425,000 0.04% of portfolio
1,235
Q4 2025 New
$62.3B
$456,000 0.04% of portfolio
3,767
Q4 2025 New
$104B
$448,000 0.04% of portfolio
7,721
Q4 2025 Reduced 1.58%
$32.7B
$288,000 0.03% of portfolio
3,334
Q4 2025 Added 88.68%
$237B
$357,000 0.03% of portfolio
2,338
Q4 2025 Reduced 7.22%
$204B
$322,000 0.03% of portfolio
2,181
Q4 2025 Added 4.76%
$132B
$338,000 0.03% of portfolio
1,727
Q4 2025 Reduced 47.12%
$143B
$319,000 0.03% of portfolio
9,205
Q4 2025 Added 6.6%
$100B
$279,000 0.03% of portfolio
1,002
Q4 2025 Added 2.45%
$52.4B
$282,000 0.03% of portfolio
7,656
Q4 2025 New
$237B
$344,000 0.03% of portfolio
1,454
Q4 2025 Added 21.88%
$23.5B
$281,000 0.03% of portfolio
7,852
Q4 2025 New
$13.3B
$315,000 0.03% of portfolio
20,850
Q4 2025 Added 0.24%
$86.1B
$344,000 0.03% of portfolio
1,038
Q4 2025 New
$68.9B
$383,000 0.03% of portfolio
1,449
Q4 2025 New
$57.4B
$339,000 0.03% of portfolio
8,442
Q4 2025 New

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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