13F Insight
DOSSIER · 13F-HR · Q2 2026

MBA Advisors LLC

$297M in tracked AUM across 166 positions as of Q2 2026.

MA
CIK 0001848704 · last filed Jun 30, 2026
Total AUM
$297M
as of Q2 2026
Holdings
166
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MBA Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BIV
VANGUARD BD INDEX FDS
$19M250K6.5%02
IQLT
ISHARES TR
$16M318K5.3%03
SCHX
SCHWAB STRATEGIC TR
$12M402K4.0%04
SCHG
SCHWAB STRATEGIC TR
$12M342K3.9%05
DGRW
WISDOMTREE TR
$11M120K3.9%06
SCHD
SCHWAB STRATEGIC TR
$11M359K3.8%07
SHY
ISHARES TR
$11M138K3.8%08
JEPI
J P MORGAN EXCHANGE TRADED F
$11M188K3.6%09
IAU
ISHARES GOLD TR
$10M132K3.3%10
DFAS
DIMENSIONAL ETF TRUST
$10M119K3.3%

Filing history

2026Q2Jun 30
$297M▲ 14.1%
166 positionsView →2026Q1Mar 31
$260M▲ 4.9%
146 positionsView →2025Q4Dec 31
$248M▲ 6.0%
138 positionsView →2025Q3Sep 30
$234M▲ 8.0%
142 positionsView →2025Q2Jun 30
$217M▲ 7.3%
134 positionsLocked2025Q1Mar 31
$202M▲ 1.3%
132 positionsLocked2024Q4Dec 31
$199M▼ 4.3%
128 positionsLocked2024Q3Sep 30
$208M▲ 6.6%
131 positionsLocked2024Q2Jun 30
$196M▲ 1.1%
126 positionsLocked2024Q1Mar 31
$193M▲ 7.8%
126 positionsLocked2023Q4Dec 31
$179M▲ 10.1%
122 positionsLocked2023Q3Sep 30
$163M▼ 2.6%
115 positionsLocked
Showing 12 of 22