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MBL Wealth, LLC

Q2 2026 13F filing

Updated 58 days ago

434 disclosed positions worth $1.5B

Portfolio value
$1.5B
Total holdings
434
New positions
82
Closed positions
32
Increased
133
Decreased
131
Turnover
26.3%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

-0.4%
Value
$162M
Shares
216.9K
% Port
11.06%
?
2.N/A

SPDR SERIES TRUST

+15.1%
Value
$139.1M
Shares
1.52M
% Port
9.49%
E

ISHARES TR

+3.7%
Value
$72.7M
Shares
942.8K
% Port
4.96%
E

ISHARES INC

+1.8%
Value
$55.3M
Shares
668.1K
% Port
3.78%
?
5.N/A

AMPLIFY ETF TR

+4.5%
Value
$46.9M
Shares
1.03M
% Port
3.20%
E

ISHARES TR

+4.8%
Value
$42.2M
Shares
874.8K
% Port
2.88%
?
7.N/A

WORLD GOLD TR

+1.1%
Value
$41M
Shares
516.6K
% Port
2.80%
E

ISHARES TR

+1.8%
Value
$40M
Shares
269.4K
% Port
2.73%
?
9.N/A

DIMENSIONAL ETF TRUST

+5.0%
Value
$37.5M
Shares
776.5K
% Port
2.56%
?
10.N/A

VICTORY PORTFOLIOS II

+5.3%
Value
$35.5M
Shares
758.8K
% Port
2.43%
E
11.ETHA

ISHARES TR

+1.1%
Value
$30.5M
Shares
316.2K
% Port
2.08%
E
12.ETHA

ISHARES TR

+6.1%
Value
$29.6M
Shares
252.0K
% Port
2.02%
?
13.N/A

ISHARES TR

+3.9%
Value
$27.8M
Shares
312.9K
% Port
1.90%
P
14.PDI

PIMCO ETF TR

+6.2%
Value
$26.6M
Shares
505.3K
% Port
1.81%
A
15.AAPL

APPLE INC

+559.5%
Value
$23.1M
Shares
79.8K
% Port
1.58%
?
16.N/A

ISHARES TR

+3.1%
Value
$17.5M
Shares
213.5K
% Port
1.20%
?
17.N/A

PACER FDS TR

-2.7%
Value
$17.4M
Shares
299.2K
% Port
1.19%
?
18.N/A

NEOS ETF TRUST

+5.8%
Value
$16.6M
Shares
292.4K
% Port
1.13%
?
19.N/A

ISHARES TR

+3.6%
Value
$14.7M
Shares
183.2K
% Port
1.00%
J

J P MORGAN EXCHANGE TRADED F

+26.8%
Value
$13.6M
Shares
290.4K
% Port
0.93%
?
21.N/A

VICTORY PORTFOLIOS II

+1.3%
Value
$13.3M
Shares
261.2K
% Port
0.91%
?
22.N/A

RBB FD INC

+14.8%
Value
$12.9M
Shares
258.1K
% Port
0.88%
?
23.N/A

GOLDMAN SACHS ETF TR

-5.6%
Value
$12.6M
Shares
126.2K
% Port
0.86%
?
24.N/A

ISHARES TR

-3.7%
Value
$12.1M
Shares
114.1K
% Port
0.83%
?
25.N/A

ANGEL OAK FUNDS TRUST

-1.9%
Value
$11M
Shares
530.6K
% Port
0.75%
?
26.N/A

INNOVATOR ETFS TRUST

-1.5%
Value
$10.4M
Shares
225.9K
% Port
0.71%
?
27.N/A

INNOVATOR ETFS TRUST

+1.4%
Value
$10.2M
Shares
224.5K
% Port
0.70%
N
28.NVDA

NVIDIA CORPORATION

+3403.4%
Value
$9.8M
Shares
49.0K
% Port
0.67%
?
29.N/A

PACER FDS TR

+0.4%
Value
$9.4M
Shares
225.8K
% Port
0.64%
?
30.N/A

PACER FDS TR

-0.9%
Value
$9.2M
Shares
250.4K
% Port
0.63%
S

SCHWAB STRATEGIC TR

-1.7%
Value
$8.6M
Shares
293.7K
% Port
0.59%
?
32.N/A

FIRST TR EXCHNG TRADED FD VI

-7.3%
Value
$8.4M
Shares
148.7K
% Port
0.57%
?
33.N/A

GLOBAL X FDS

+6.5%
Value
$8.3M
Shares
155.7K
% Port
0.56%
?
34.N/A

INNOVATOR ETFS TRUST

+1.6%
Value
$7.9M
Shares
171.4K
% Port
0.54%
E
35.ETHA

ISHARES INC

-27.7%
Value
$7.9M
Shares
76.8K
% Port
0.54%
?
36.N/A

CALAMOS ETF TR

+381.1%
Value
$7.8M
Shares
450.1K
% Port
0.53%
?
37.N/A

HARBOR ETF TRUST

+9.0%
Value
$7.6M
Shares
259.7K
% Port
0.52%
M
38.MSFT

MICROSOFT CORP

+223.0%
Value
$7.6M
Shares
20.4K
% Port
0.52%
?
39.N/A

INNOVATOR ETFS TRUST

-5.0%
Value
$6.9M
Shares
141.1K
% Port
0.47%
G

ALPHABET INC

+305.8%
Value
$6.8M
Shares
19.1K
% Port
0.47%
?
41.N/A

THOR FINL TECHNOLOGIES TR

+6.1%
Value
$6.8M
Shares
196.2K
% Port
0.46%
V
42.VGES

VANGUARD INDEX FDS

+260.5%
Value
$6.6M
Shares
81.7K
% Port
0.45%
L
43.LH

LABCORP HOLDINGS INC

-0.2%
Value
$6.5M
Shares
23.4K
% Port
0.45%
A
44.AMZN

AMAZON COM INC

+272.4%
Value
$6.3M
Shares
26.4K
% Port
0.43%
?
45.N/A

J P MORGAN EXCHANGE TRADED F

-6.5%
Value
$6.2M
Shares
100.9K
% Port
0.42%
?
46.N/A

J P MORGAN EXCHANGE TRADED F

+0.6%
Value
$6M
Shares
75.1K
% Port
0.41%
B

BERKSHIRE HATHAWAY INC DEL

+741.8%
Value
$6M
Shares
12.0K
% Port
0.41%
V
48.VGES

VANGUARD INDEX FDS

+0.2%
Value
$5.8M
Shares
8.5K
% Port
0.40%
?
49.N/A

PACER FDS TR

-3.0%
Value
$5.7M
Shares
63.9K
% Port
0.39%
?
50.N/A

T ROWE PRICE EXCHANGE-TRADED

-20.1%
Value
$5.5M
Shares
112.0K
% Port
0.37%