Mb, Levis & Associates, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 245 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $20.7B, Vanguard Ftse All World Ex Us with a value of $19.5B, Wisdomtree Tr U.S with a value of $15.9B, Wisdomtree Tr Us Quality Divid with a value of $15.5B, and Ishares Tr with a value of $13.7B.
Examining the 13F form we can see an increase of $6.44B in the current position value, from $231B to 238B.
Mb, Levis & Associates, LLC is based out at Center Valley, PA
Below you can find more details about Mb, Levis & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Billion
ETFs: $104 Billion
Technology: $12.7 Billion
Industrials: $12.5 Billion
Healthcare: $8.19 Billion
Financial Services: $8.07 Billion
Consumer Defensive: $4.48 Billion
Communication Services: $3.33 Billion
Consumer Cyclical: $2.99 Billion
Other: $3.19 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
