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 | 10.15% | 222.2K | $169.5M | +2.44%(+5.29K) | $429.77(+77.76%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 8.88% | 1.62M | $148.3M | +6.60%(+100.15K) | $91.61(-0.01%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.24% | 984.8K | $70.9M | +4.46%(+42.06K) | $53.16(+36.93%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.38% | 696.3K | $56.5M | +4.22%(+28.22K) | $56.94(+32.49%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 2.98% | 1.07M | $49.7M | +4.32%(+44.31K) | $37.40(+28.33%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 2.7% | 548.6K | $45.1M | +6.19%(+32.00K) | $40.47(+96.84%) | 2026-09-30 | |
| ISTB | ISHARES TR | 2.62% | 925.4K | $43.7M | +5.78%(+50.59K) | $47.72(-0.52%) | 2026-09-30 | |
| UITB | VICTORY PORTFOLIOS II | 2.39% | 892.8K | $39.9M | +17.66%(+134.04K) | $46.42(-3.22%) | 2026-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.29% | 832.7K | $38.3M | +7.23%(+56.18K) | $47.68(-1.57%) | 2026-09-30 | |
| IJR | ISHARES TR | 2.27% | 279.0K | $38.0M | +3.56%(+9.58K) | $100.66(+37.74%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.23% | +33.93% | +4.09% | +22.19% |
| Top 20 Holdings Unweighted | +9.23% | +30.33% | +3.73% | +20.12% |
Mbl Wealth LLC reports $1.67B in US-listed equity holdings across 596 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.2%), BIL (8.9%) and IJH (4.2%). The top 20 holdings account for 56.52% of reported assets. Its disclosed equity book has returned +33.93% on a three-year cumulative basis. Figures reflect the Q3 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