MBL Wealth, LLC
MBL Wealth, LLC reported 386 positions worth $1.47B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SPY (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $162.0M | 11.06% | 216,949 | — | — | |
| ▸ 2 | BIL | SH | $139.1M | 9.49% | 1,518,042 | — | — | |
| ▸ 3 | IJH | SH | $72.7M | 4.96% | 942,760 | — | — | |
| ▸ 4 | IEMG | SH | $55.3M | 3.78% | 668,096 | — | — | |
| ▸ 5 | DIVO | SH | $46.9M | 3.20% | 1,025,761 | — | — | |
| ▸ 6 | ISTB | SH | $42.2M | 2.88% | 874,816 | — | — | |
| ▸ 7 | GLDM | SH | $41.0M | 2.80% | 516,616 | — | — | |
| ▸ 8 | IJR | SH | $40.0M | 2.73% | 269,424 | — | — | |
| ▸ 9 | DFNM | SH | $37.5M | 2.56% | 776,501 | — | — | |
| ▸ 10 | UITB | SH | $35.5M | 2.43% | 758,771 | — | — |
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Frequently Asked Questions
What stocks does MBL Wealth, LLC hold as of Q2 2026?
MBL Wealth, LLC reported 386 positions worth $1.47B in its Q2 2026 13F filing. Largest positions: SPY (11.1%), BIL (9.5%), IJH (5.0%), IEMG (3.8%) and DIVO (3.2%).
What did MBL Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MBL 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.