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MBE Wealth Management, LLC

Portfolio Manager
MBE Wealth Management, LLC
Performance
-0.74% (2026 Q1)
AUM (13F)
$240.75M
# of Holdings
141
Performance Rank
Allocation (Top 20)
71.74%

MBE Wealth Management, LLC Holdings Map

Top 50 MBE Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
11.75%49.0K$28.3M
+0.95%(+459)
2025-Q1: 49.7K shares2025-Q2: 50.9K shares2025-Q3: 49.2K shares2025-Q4: 48.6K shares2026-Q1: 49.0K shares
$306.40(+133.26%)
2026-03-31
VB
VANGUARD INDEX FDS
10.79%99.2K$26.0M
-1.77%(-1.79K)
2025-Q1: 96.3K shares2025-Q2: 100.7K shares2025-Q3: 99.1K shares2025-Q4: 101.0K shares2026-Q1: 99.2K shares
$211.61(+35.00%)
2026-03-31
SPYV
SPDR SERIES TRUST
10.58%450.3K$25.5M
+1.46%(+6.49K)
2025-Q1: 411.3K shares2025-Q2: 423.7K shares2025-Q3: 426.7K shares2025-Q4: 443.9K shares2026-Q1: 450.3K shares
$48.81(+23.30%)
2026-03-31
IVV
ISHARES TR
4.98%18.4K$12.0M
+4.56%(+801)
2025-Q1: 18.3K shares2025-Q2: 18.7K shares2025-Q3: 17.8K shares2025-Q4: 17.6K shares2026-Q1: 18.4K shares
$413.61(+80.30%)
2026-03-31
ACIO
ETF SER SOLUTIONS
4.94%283.4K$11.9M
+0.16%(+462)
2025-Q1: 311.5K shares2025-Q2: 315.3K shares2025-Q3: 272.0K shares2025-Q4: 283.0K shares2026-Q1: 283.4K shares
$37.55(+23.49%)
2026-03-31
DRSK
ETF SER SOLUTIONS
3.32%292.2K$8.0M
+2.58%(+7.36K)
2025-Q1: 310.4K shares2025-Q2: 314.3K shares2025-Q3: 268.7K shares2025-Q4: 284.8K shares2026-Q1: 292.2K shares
$27.56(+6.46%)
2026-03-31
IDUB
ETF SER SOLUTIONS
3.3%322.5K$8.0M
-3.16%(-10.54K)
2025-Q1: 381.6K shares2025-Q2: 380.2K shares2025-Q3: 324.6K shares2025-Q4: 333.1K shares2026-Q1: 322.5K shares
$20.58(+33.39%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
3.18%287.6K$7.7M
-7.11%(-22.02K)
2025-Q1: 283.4K shares2025-Q2: 290.1K shares2025-Q3: 295.1K shares2025-Q4: 309.7K shares2026-Q1: 287.6K shares
$26.19(+2.31%)
2026-03-31
OSCV
ETF SER SOLUTIONS
2.31%141.1K$5.6M
-1.50%(-2.15K)
2025-Q1: 159.3K shares2025-Q2: 160.6K shares2025-Q3: 137.7K shares2025-Q4: 143.3K shares2026-Q1: 141.1K shares
$35.20(+14.82%)
2026-03-31
DUBS
ETF SER SOLUTIONS
2.13%142.0K$5.1M
+0.15%(+211)
2025-Q1: 178.5K shares2025-Q2: 175.5K shares2025-Q3: 144.1K shares2025-Q4: 141.8K shares2026-Q1: 142.0K shares
$29.45(+40.73%)
2026-03-31

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