Top 50 MBE Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.75% | 49.0K | $28.3M | +0.95%(+459) | $306.40(+133.26%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 10.79% | 99.2K | $26.0M | -1.77%(-1.79K) | $211.61(+35.00%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 10.58% | 450.3K | $25.5M | +1.46%(+6.49K) | $48.81(+23.30%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.98% | 18.4K | $12.0M | +4.56%(+801) | $413.61(+80.30%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 4.94% | 283.4K | $11.9M | +0.16%(+462) | $37.55(+23.49%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 3.32% | 292.2K | $8.0M | +2.58%(+7.36K) | $27.56(+6.46%) | 2026-03-31 | |
| IDUB | ETF SER SOLUTIONS | 3.3% | 322.5K | $8.0M | -3.16%(-10.54K) | $20.58(+33.39%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.18% | 287.6K | $7.7M | -7.11%(-22.02K) | $26.19(+2.31%) | 2026-03-31 | |
| OSCV | ETF SER SOLUTIONS | 2.31% | 141.1K | $5.6M | -1.50%(-2.15K) | $35.20(+14.82%) | 2026-03-31 | |
| DUBS | ETF SER SOLUTIONS | 2.13% | 142.0K | $5.1M | +0.15%(+211) | $29.45(+40.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.47% |
| Top 20 Holdings Unweighted | +10.24% | +33.99% |
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