MBE Wealth Management, LLC
CIK 0001775850 · TOMAH, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$284.5M
2026 Q2
Positions
170
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
QQQ
INVESCO QQQ TR
12.2%
VB
VANGUARD INDEX FDS
10.4%
SPYV
SPDR SERIES TRUST
9.8%
IVV
ISHARES TR
4.8%
ACIO
ETF SER SOLUTIONS
4.6%
IDUB
ETF SER SOLUTIONS
3.1%
DRSK
ETF SER SOLUTIONS
2.9%
SCHP
SCHWAB STRATEGIC TR
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.