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MBL Wealth, LLC
hedge fundUpdated 14 days agoManaged by Mbl Wealth, Llc • Latest filing Q3 2026
Portfolio value
$1.7B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
47.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.2B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.5B |
| Q3 2026 | $1.7B |
Top holdings
687 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $160M | 209.8K | 9.57% | Trimmed(-3.3%) | |
| 2 | $127.7M | 1.39M | 7.64% | Trimmed(-8.2%) | |
| 3 | $70.9M | 984.8K | 4.24% | Added(+4.5%) | |
| 4 | $56.5M | 696.3K | 3.38% | Added(+4.2%) | |
| 5 | $49.5M | 1.06M | 2.96% | Added(+3.7%) | |
| 6 | $45.1M | 548.6K | 2.70% | Added(+6.2%) | |
| 7 | $43.7M | 925.4K | 2.62% | Added(+5.8%) | |
| 8 | ? N/A VICTORY PORTFOLIOS II | $39.9M | 892.8K | 2.38% | Added(+17.7%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $38.3M | 832.7K | 2.29% | Added(+7.2%) |
| 10 | $38M | 279.0K | 2.27% | Added(+3.6%) | |
| 11 | $30.7M | 316.7K | 1.84% | Added(+0.2%) | |
| 12 | $30.5M | 269.2K | 1.83% | Added(+6.8%) | |
| 13 | $30.4M | 339.6K | 1.82% | Added(+8.6%) | |
| 14 | $27.4M | 551.7K | 1.64% | Added(+9.2%) | |
| 15 | $26.1M | 523.9K | 1.56% | Added(+103.0%) | |
| 16 | $22.3M | 67.1K | 1.34% | Added(+6609.6%) | |
| 17 | $20.5M | 224.2K | 1.23% | Trimmed(-85.2%) | |
| 18 | $18M | 302.1K | 1.08% | Added(+1.0%) | |
| 19 | ? N/A NEOS ETF TRUST | $17.9M | 321.4K | 1.07% | Added(+9.9%) |
| 20 | $14.4M | 186.4K | 0.86% | Added(+1.8%) |