StockDriftsStockDriftsTop 50 Members Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.18% | 37.0K | $27.7M | +0.49%(+179) | $549.20(+41.54%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.21% | 289.2K | $13.2M | +9.17%(+24.30K) | $45.43(-1.11%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 5.21% | 79.9K | $9.5M | -9.94%(-8.82K) | $78.91(+55.60%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.09% | 126.5K | $9.3M | +6.82%(+8.08K) | $73.29(-1.37%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 5.01% | 150.2K | $9.1M | +1.45%(+2.15K) | $52.72(+20.25%) | 2026-06-30 | |
| IBDV | ISHARES TR | 2.76% | 230.6K | $5.0M | +11.81%(+24.36K) | $21.47(+0.61%) | 2026-06-30 | |
| IBDU | ISHARES TR | 2.57% | 202.2K | $4.7M | +10.05%(+18.48K) | $22.98(+0.30%) | 2026-06-30 | |
| IBDT | ISHARES TR | 2.55% | 184.1K | $4.6M | +9.65%(+16.21K) | $25.04(+0.47%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.2% | 49.9K | $4.0M | -72.13%(-129.01K) | $70.71(+17.42%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.13% | 9.5K | $3.9M | +12.64%(+1.07K) | $331.26(+27.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.80% |
Members Wealth LLC reports $182.43M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.2%), FBND (7.2%) and SPYG (5.2%). The top 20 holdings account for 66.16% of reported assets. Its disclosed equity book has returned +3.02% cumulatively over 6 quarters. 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 Members Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059574). View Members Wealth LLC’s 13F filings on SEC