DOSSIER · 13F-HR · Q1 2026

MBL Wealth, LLC

MBL Wealth's holding co. based in Greenwich, CT — $1.3B in tracked AUM across 376 positions as of Q1 2026.

MW

MBL Wealth·Greenwich, CT·Holding Co.

CIK 0001845785 · last filed Mar 31, 2026

Total AUM

$1.3B

▲ 0.9%

vs prior

Holdings

376

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

7% weight

concentration

AI Analysis · Q1 2026 · Q1 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 — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

STATE STR SPDR S&P 500 ETF T

$142M219K10.8%

02

SPDR SERIES TRUST

$121M1.3M9.1%

03

ISHARES TR

$61M909K4.6%

04

WORLD GOLD TR

$47M511K3.6%

05

ISHARES INC

$46M656K3.5%

06

AMPLIFY ETF TR

$44M982K3.3%

07

ISHARES TR

$40M835K3.1%

08

DIMENSIONAL ETF TRUST

$35M740K2.7%

09

VICTORY PORTFOLIOS II

$34M721K2.6%

10

ISHARES TR

$33M265K2.5%

Filing history

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