DOSSIER · 13F-HR · Q2 2026
MBL Wealth, LLC
$1.5B in tracked AUM across 434 positions as of Q2 2026.
MW
CIK 0001845785 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of MBL Wealth, LLC SEC 13F Filing
1. Portfolio Overview
MBL Wealth, LLC manages a portfolio with a total market value of approximately $1.25 billion as of December 31, 2025. This represents a significant growth of 62.8% compared to the previous quarter's value of $766.54 million. The portfolio consists of 332 holdings, indicating a high level of diversification.
The investment strategy appears to be primarily a **Core-Satellite approach with a heavy emphasis on ETFs...
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.
Filing history
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