13F Insight
DOSSIER · 13F-HR · Q1 2026

MEMBERS WEALTH LLC

MEMBERS WEALTH's asset manager based in Greenwich, CT — $167M in tracked AUM across 113 positions as of Q1 2026.

MW
MEMBERS WEALTH·Greenwich, CT·Asset Manager
CIK 0002059574 · last filed Mar 31, 2026
Total AUM
$167M
▲ 15.3%
vs prior
Holdings
113
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MEMBERS WEALTH 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
IVV
ISHARES TR
$26M37K15.7%
02
FBND
FIDELITY MERRIMACK STR TR
$12M265K7.3%
03
SPYG
SPDR SERIES TRUST
$10M89K5.9%
04
BND
VANGUARD BD INDEX FDS
$9M118K5.2%
05
SPYV
SPDR SERIES TRUST
$9M148K5.2%
06
IBDV
ISHARES TR
$5M206K2.7%
07
IBDU
ISHARES TR
$4M184K2.6%
08
IBDT
ISHARES TR
$4M168K2.5%
09
VO
VANGUARD INDEX FDS
$3M45K2.0%
10
IBDS
ISHARES TR
$3M138K2.0%

Filing history

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