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

MEMBERS WEALTH LLC

$182M in tracked AUM across 120 positions as of Q2 2026.

MW
CIK 0002059574 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
120
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MEMBERS WEALTH 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
IVV
ISHARES TR
$28M37K15.2%02
FBND
FIDELITY MERRIMACK STR TR
$13M289K7.2%03
SPYG
SPDR SERIES TRUST
$10M80K5.2%04
BND
VANGUARD BD INDEX FDS
$9M127K5.1%05
SPYV
SPDR SERIES TRUST
$9M150K5.0%06
IBDV
ISHARES TR
$5M231K2.8%07
IBDU
ISHARES TR
$5M202K2.6%08
IBDT
ISHARES TR
$5M184K2.5%09
VO
VANGUARD INDEX FDS
$4M50K2.2%10
IWB
ISHARES TR
$4M9K2.1%

Filing history

2026Q2Jun 30
$182M▲ 9.0%
120 positionsView →2026Q1Mar 31
$167M▲ 4.8%
113 positionsView →2025Q4Dec 31
$160M▲ 189.8%
106 positionsView →2025Q3Sep 30
$55M▲ 22.8%
46 positionsView →2025Q1Mar 31
$45M▼ 66.5%
48 positionsLocked2024Q4Dec 31
$134M▼ 10.2%
110 positionsLocked2024Q2Jun 30
$149M—
108 positionsLocked