StockDriftsStockDriftsTop 50 MBL Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.07% | 216.9K | $162.0M | -0.39%(-860) | $421.84(+83.37%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 9.51% | 1.52M | $139.1M | +15.12%(+199.40K) | $91.60(-0.13%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.97% | 942.8K | $72.7M | +3.74%(+33.96K) | $52.21(+49.23%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.78% | 668.1K | $55.3M | +1.82%(+11.97K) | $55.88(+43.56%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 3.2% | 1.03M | $46.9M | +4.48%(+43.97K) | $37.03(+30.41%) | 2026-06-30 | |
| ISTB | ISHARES TR | 2.88% | 874.8K | $42.2M | +4.80%(+40.10K) | $47.72(+0.56%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 2.8% | 516.6K | $41.0M | +1.12%(+5.74K) | $37.97(+129.40%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.73% | 269.4K | $40.0M | +1.79%(+4.75K) | $99.18(+49.98%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.57% | 776.5K | $37.5M | +4.97%(+36.77K) | $47.71(+0.29%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 2.43% | 758.8K | $35.5M | +5.26%(+37.90K) | $46.54(-0.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.71% | +32.03% | +4.81% | +26.50% |
| Top 20 Holdings Unweighted | +8.79% | +28.74% | +4.24% | +23.10% |
MBL Wealth, LLC reports $1.47B in US-listed equity holdings across 381 positions in its most recent 13F filing. Its largest disclosed positions are SPY (11.1%), BIL (9.5%) and IJH (5.0%). The top 20 holdings account for 61.03% of reported assets. Its disclosed equity book has returned +32.03% 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 MBL Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845785). View MBL Wealth, LLC’s 13F filings on SEC