StockDriftsStockDriftsTop 50 MBE Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 12.25% | 47.3K | $34.8M | -3.49%(-1.71K) | $306.40(+135.26%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 10.45% | 98.0K | $29.7M | -1.13%(-1.12K) | $215.71(+42.04%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 9.82% | 459.7K | $27.9M | +2.08%(+9.39K) | $49.00(+29.38%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.82% | 18.3K | $13.7M | -0.27%(-50) | $413.61(+87.94%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 4.55% | 280.6K | $12.9M | -0.98%(-2.79K) | $37.55(+26.39%) | 2026-06-30 | |
| IDUB | ETF SER SOLUTIONS | 3.12% | 322.5K | $8.9M | +0.01%(+24) | $20.58(+36.98%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 2.93% | 289.9K | $8.3M | -0.79%(-2.31K) | $27.56(+4.98%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.73% | 293.5K | $7.8M | +2.05%(+5.89K) | $26.19(-1.08%) | 2026-06-30 | |
| OSCV | ETF SER SOLUTIONS | 2.11% | 142.5K | $6.0M | +0.97%(+1.37K) | $35.25(+21.90%) | 2026-06-30 | |
| DUBS | ETF SER SOLUTIONS | 2.09% | 142.9K | $6.0M | +0.67%(+952) | $29.51(+46.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.51% | +50.17% | +7.44% | +43.14% |
| Top 20 Holdings Unweighted | +12.56% | +42.63% | +5.47% | +30.49% |
MBE Wealth Management, LLC reports $284.45M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (12.3%), VB (10.4%) and SPYV (9.8%). The top 20 holdings account for 68.94% of reported assets. Its disclosed equity book has returned +50.17% on a three-year cumulative basis. 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 MBE Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1775850). View MBE Wealth Management, LLC’s 13F filings on SEC