MB Generational Wealth, LLC

The portfolio is heavily weighted toward Exchange Traded Funds (ETFs), which account for approximately 92.4% of the total value ($78.25M). This suggests a "core-satellite" approach where the majority of the capital is invested in systematic, rules-based funds, while a smaller portion is allocated to individual equities (specifically Healthcare) and alternative assets (Gold). The firm appears to prioritize exposure to specific factor premiums and international markets rather than single-stock selection, with the exception of one notable biotech position.

2. Key Holdings