MB Generational Wealth, LLC
MB Generational Wealth, LLC reported 66 positions worth $203.9M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AVUV (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $22.2M | 10.89% | 178,008 | — | — | |
| ▸ 2 | DUHP | SH | $20.8M | 10.21% | 498,720 | — | — | |
| ▸ 3 | DISV | SH | $17.8M | 8.75% | 444,342 | — | — | |
| ▸ 4 | QUAL | SH | $17.7M | 8.69% | 80,754 | — | — | |
| ▸ 5 | OEF | SH | $16.6M | 8.16% | 45,493 | — | — | |
| ▸ 6 | AVLV | SH | $11.5M | 5.65% | 126,413 | — | — | |
| ▸ 7 | DFAC | SH | $11.2M | 5.49% | 252,167 | — | — | |
| ▸ 8 | ISCV | SH | $6.8M | 3.34% | 86,870 | — | — | |
| ▸ 9 | DIHP | SH | $6.5M | 3.21% | 191,803 | — | — | |
| ▸ 10 | DFSU | SH | $5.1M | 2.48% | 108,607 | — | — |
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Frequently Asked Questions
What stocks does MB Generational Wealth, LLC hold as of Q2 2026?
MB Generational Wealth, LLC reported 66 positions worth $203.9M in its Q2 2026 13F filing. Largest positions: AVUV (10.9%), DUHP (10.2%), DISV (8.7%), QUAL (8.7%) and OEF (8.2%).
What did MB Generational Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MB Generational Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.