StockDriftsStockDriftsTop 50 MB Generational Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 10.89% | 178.0K | $22.2M | +0.48%(+850) | $85.69(+48.75%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 10.21% | 498.7K | $20.8M | -7.29%(-39.24K) | $28.39(+50.21%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 8.75% | 444.3K | $17.8M | +0.79%(+3.50K) | $25.75(+70.03%) | 2026-06-30 | |
| QUAL | ISHARES TR | 8.69% | 80.8K | $17.7M | -1.00%(-815) | $163.58(+38.32%) | 2026-06-30 | |
| OEF | ISHARES TR | 8.16% | 45.5K | $16.6M | -0.80%(-368) | $242.93(+57.61%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 5.65% | 126.4K | $11.5M | -0.46%(-580) | $56.09(+68.35%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.49% | 252.2K | $11.2M | +10.16%(+23.27K) | $36.30(+26.70%) | 2026-06-30 | |
| ISCV | ISHARES TR | 3.34% | 86.9K | $6.8M | -1.30%(-1.15K) | $61.89(+31.19%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.21% | 191.8K | $6.5M | -5.01%(-10.12K) | $24.99(+42.89%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.48% | 108.6K | $5.1M | +3.47%(+3.65K) | $32.31(+51.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.50% |
MB Generational Wealth, LLC reports $203.89M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (10.9%), DUHP (10.2%) and DISV (8.8%). The top 20 holdings account for 82.32% of reported assets. Its disclosed equity book has returned +22.39% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MB Generational Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009056). View MB Generational Wealth, LLC’s 13F filings on SEC