Mb Generational Wealth, LLC Portfolio Holdings

Mb Generational Wealth, LLC

  • $136 Billion
  • Q4 2024

Mb Generational Wealth, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $21B, Dimensional ETF Tr Dimensional with a value of $18.1B, Ishares Msci Usa Quality Facto with a value of $16.1B, Ishares S&P 100 ETF with a value of $14.8B, and Dimensional ETF Tr Dimensional with a value of $12.5B.

Examining the 13F form we can see an decrease of $2.57B in the current position value, from $139B to 136B.

Mb Generational Wealth, LLC is based out at Spokane, WA

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

Portfolio value $136 Billion
ETFs: $120 Billion
Financial Services: $81.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $136 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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