DOSSIER · 13F-HR · Q1 2026
MB Generational Wealth, LLC
MB Generational Wealth's family office based in Omaha, NE — $181M in tracked AUM across 66 positions as of Q1 2026.
MG
MB Generational Wealth·Omaha, NE·Family Office
CIK 0002009056 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Based on the SEC 13F filing data provided for MB Generational Wealth, LLC as of September 30, 2025, here is a comprehensive institutional analysis.
1. Portfolio Overview
MB Generational Wealth, LLC manages a concentrated portfolio valued at approximately $84.67 million, representing a growth of 17.0% from the previous quarter's $72.34 million. The portfolio consists of 33 holdings, indicating a strategy that balances diversification across asset classes with a focus on core alpha generator...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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