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Filers›Asset Manager›MBE Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

MBE Wealth Management, LLC

MBE Wealth's asset manager based in New York, NY — $241M in tracked AUM across 141 positions as of Q1 2026.

MW
MBE Wealth·New York, NY·Asset Manager
CIK 0001775850 · last filed Mar 31, 2026
Total AUM
$241M
— 0.0%
vs prior
Holdings
141
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MBE Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$28M49K11.8%
02
VB
VANGUARD INDEX FDS
$26M99K10.8%
03
SPYV
SPDR SERIES TRUST
$25M450K10.6%
04
IVV
ISHARES TR
$12M18K5.0%
05
ACIO
ETF SER SOLUTIONS
$12M283K4.9%
06
DRSK
ETF SER SOLUTIONS
$8M292K3.3%
07
IDUB
ETF SER SOLUTIONS
$8M323K3.3%
08
SCHP
SCHWAB STRATEGIC TR
$8M288K3.2%
09
OSCV
ETF SER SOLUTIONS
$6M141K2.3%
10
DUBS
ETF SER SOLUTIONS
$5M142K2.1%

Filing history

Filing history loading…
AI Agent · grounded in MBE
haiku-4-5 · 141 positions indexed
Sector mix
  • Tech15%
  • Financials11%
  • Health Care8%
  • Communications51%
  • Energy5%
  • Other10%
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