MBE Wealth Management, LLC
MBE Wealth Management, LLC reported 170 positions worth $284.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: QQQ (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $34.8M | 12.25% | 47,304 | — | — | |
| ▸ 2 | VB | SH | $29.7M | 10.45% | 98,047 | — | — | |
| ▸ 3 | SPYV | SH | $27.9M | 9.82% | 459,724 | — | — | |
| ▸ 4 | IVV | SH | $13.7M | 4.82% | 18,305 | — | — | |
| ▸ 5 | ACIO | SH | $12.9M | 4.55% | 280,648 | — | — | |
| ▸ 6 | IDUB | SH | $8.9M | 3.12% | 322,545 | — | — | |
| ▸ 7 | DRSK | SH | $8.3M | 2.93% | 289,902 | — | — | |
| ▸ 8 | SCHP | SH | $7.8M | 2.73% | 293,532 | — | — | |
| ▸ 9 | OSCV | SH | $6.0M | 2.11% | 142,463 | — | — | |
| ▸ 10 | DUBS | SH | $6.0M | 2.09% | 142,922 | — | — |
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Frequently Asked Questions
What stocks does MBE Wealth Management, LLC hold as of Q2 2026?
MBE Wealth Management, LLC reported 170 positions worth $284.5M in its Q2 2026 13F filing. Largest positions: QQQ (12.2%), VB (10.4%), SPYV (9.8%), IVV (4.8%) and ACIO (4.6%).
What did MBE Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MBE Wealth Management, 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.