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

MBE Wealth Management, LLC

$284M in tracked AUM across 170 positions as of Q2 2026.

MW
CIK 0001775850 · last filed Jun 30, 2026
Total AUM
$284M
as of Q2 2026
Holdings
170
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MBE Wealth Management, 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
QQQ
INVESCO QQQ TR
$35M47K12.2%02
VB
VANGUARD INDEX FDS
$30M98K10.4%03
SPYV
SPDR SERIES TRUST
$28M460K9.8%04
IVV
ISHARES TR
$14M18K4.8%05
ACIO
ETF SER SOLUTIONS
$13M281K4.6%06
IDUB
ETF SER SOLUTIONS
$9M323K3.1%07
DRSK
ETF SER SOLUTIONS
$8M290K2.9%08
SCHP
SCHWAB STRATEGIC TR
$8M294K2.7%09
OSCV
ETF SER SOLUTIONS
$6M142K2.1%10
DUBS
ETF SER SOLUTIONS
$6M143K2.1%

Filing history

2026Q2Jun 30
$284M▲ 18.2%
170 positionsView →2026Q1Mar 31
$241M▲ 0.8%
141 positionsView →2025Q4Dec 31
$239M▲ 3.3%
133 positionsView →2025Q3Sep 30
$231M▲ 0.5%
138 positionsView →2025Q2Jun 30
$230M▲ 101.9%
135 positionsLocked2025Q1Mar 31
$114M▼ 35.8%
68 positionsLocked2024Q4Dec 31
$178M▼ 2.0%
102 positionsLocked2024Q3Sep 30
$181M▲ 9.7%
99 positionsLocked2024Q2Jun 30
$165M▲ 2.0%
93 positionsLocked2024Q1Mar 31
$162M▼ 17.1%
92 positionsLocked2023Q4Dec 31
$195M▲ 12.2%
94 positionsLocked2023Q3Sep 30
$174M▼ 6.4%
84 positionsLocked
Showing 12 of 27