MEMBERS WEALTH LLC
MEMBERS WEALTH LLC reported 120 positions worth $182.4M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $27.7M | 15.18% | 36,972 | — | — | |
| ▸ 2 | FBND | SH | $13.2M | 7.21% | 289,217 | — | — | |
| ▸ 3 | SPYG | SH | $9.5M | 5.21% | 79,901 | — | — | |
| ▸ 4 | BND | SH | $9.3M | 5.09% | 126,500 | — | — | |
| ▸ 5 | SPYV | SH | $9.1M | 5.01% | 150,222 | — | — | |
| ▸ 6 | IBDV | SH | $5.0M | 2.76% | 230,622 | — | — | |
| ▸ 7 | IBDU | SH | $4.7M | 2.57% | 202,246 | — | — | |
| ▸ 8 | IBDT | SH | $4.6M | 2.55% | 184,119 | — | — | |
| ▸ 9 | VO | SH | $4.0M | 2.20% | 49,850 | — | — | |
| ▸ 10 | IWB | SH | $3.9M | 2.13% | 9,497 | — | — |
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Frequently Asked Questions
What stocks does MEMBERS WEALTH LLC hold as of Q2 2026?
MEMBERS WEALTH LLC reported 120 positions worth $182.4M in its Q2 2026 13F filing. Largest positions: IVV (15.2%), FBND (7.2%), SPYG (5.2%), BND (5.1%) and SPYV (5.0%).
What did MEMBERS WEALTH LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MEMBERS 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.