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MBL Wealth

Latest statistics and disclosures from MBL Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BIL, IJH, GLDM, IEMG, and represent 31.61% of MBL Wealth's stock portfolio.
Added to shares of these 10 stocks: BIL (+$20M), HYG (+$14M), JCPB (+$11M), TOWN, TBIL, MIAX, ISTB, SUB, IJH, UITB.
Started 58 new stock positions in DAL, VIK, FTI, LHX, MPC, STX, SPGI, BURL, PCG, RF.
Reduced shares in these 10 stocks: IFLN (-$7.1M), IBTH (-$5.7M), PYLD (-$5.0M), AAPL, LH, PMAR, CBTJ, JBBB, KVUE, RUNN.
Sold out of its positions in ARCC, AstraZeneca, FICO, PMAR, PAPR, IFLN, IYW, MUB, IBTH, JPST. KVUE, AKRE, RIVN, FLRN, NVDY, VHT, XPEV.
MBL Wealth was a net buyer of stock by $88M.
MBL Wealth has $1.3B in assets under management (AUM), dropping by 5.90%.
Central Index Key (CIK): 0001845785

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Portfolio Holdings for MBL Wealth

MBL Wealth holds 331 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)	10.8	$142M		219k	650.34	View chart
Spdr Series Trust State Street Spd (BIL)	9.1	$121M	+20%	1.3M	91.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$61M	+4%	909k	67.53	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.6	$47M		511k	92.69	View chart
Ishares Core Msci Emkt (IEMG)	3.5	$46M	+2%	656k	69.75	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.3	$44M	+4%	982k	44.85	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.1	$41M	+7%	835k	48.46	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.7	$36M	+4%	740k	47.93	View chart
Victory Portfolios Ii Core Intermediat (UITB)	2.6	$34M	+8%	721k	47.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.5	$33M	+3%	265k	124.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$28M		313k	90.53	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.1	$28M	+7%	238k	118.60	View chart
Ishares Tr Core Msci Intl (IDEV)	1.9	$25M	+5%	301k	83.57	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.9	$25M	+4%	476k	52.19	View chart
Apple (AAPL)	1.8	$24M	-9%	94k	253.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$17M	+6%	207k	82.57	View chart
NVIDIA Corporation (NVDA)	1.2	$16M		94k	174.40	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.2	$16M		308k	52.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.1	$14M	+3689%	177k	79.56	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.0	$14M	+9%	276k	49.69	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.0	$13M	+25%	134k	100.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$13M	+29%	119k	106.50	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.9	$12M	+9%	258k	44.69	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.8	$11M	+3%	541k	20.77	View chart
RBB F/m Us Treasury (TBIL)	0.8	$11M	+48%	225k	49.86	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$11M	NEW	229k	47.08	View chart
Microsoft Corporation (MSFT)	0.8	$10M	+5%	28k	370.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.7	$9.9M	+4%	229k	43.06	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.7	$9.2M	+2%	222k	41.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$8.4M	+4%	106k	78.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$8.3M		161k	51.78	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.6	$8.2M	+4%	225k	36.57	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.6	$8.2M	+2%	253k	32.52	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.6	$7.9M	+6%	146k	53.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$7.7M	+3%	299k	25.64	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.6	$7.4M	+12%	238k	31.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$7.2M	+29%	169k	42.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.9M	-3%	24k	287.56	View chart
Amazon (AMZN)	0.5	$6.9M		33k	208.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$6.8M	-2%	148k	45.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$6.5M		23k	287.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.3M	-2%	13k	479.18	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.5	$6.3M	-8%	196k	32.21	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.5	$6.3M	-5%	140k	44.63	View chart
Calamos Etf Tr Bitcoin 80 Serie (CBTY)	0.5	$6.3M	+44%	317k	19.73	View chart
Labcorp Holdings Com Shs (LH)	0.5	$6.2M	-20%	23k	266.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$6.0M	-7%	108k	55.52	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	0.4	$5.7M	+30%	185k	31.01	View chart
Broadcom (AVGO)	0.4	$5.4M	+3%	18k	309.51	View chart
Meta Platforms Cl A (META)	0.4	$5.4M		9.4k	572.17	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.4	$5.4M		75k	71.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.1M		8.5k	597.57	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.4	$5.0M		127k	39.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.4	$5.0M	-2%	91k	54.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.9M		17k	286.85	View chart
TowneBank (TOWN)	0.4	$4.9M	NEW	144k	33.67	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.4	$4.8M		66k	72.96	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.4	$4.8M		149k	31.95	View chart
Tesla Motors (TSLA)	0.4	$4.7M		13k	371.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.4M	-2%	10k	430.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$4.4M	+5%	50k	88.70	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$4.4M	+7%	129k	33.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$4.2M	+11%	79k	53.40	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.0M		14k	294.16	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$3.9M	-3%	39k	97.91	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$3.7M	+5%	79k	47.54	View chart
Miami Intl Hldgs (MIAX)	0.3	$3.4M	NEW	87k	38.92	View chart
Ishares Tr Put Put Option (Principal) (IWF)	0.2	$3.2M		7.5k	426.40	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.0M	+2%	18k	169.66	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.9M	-63%	110k	26.20	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$2.8M	+21%	72k	38.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.7M	+3%	51k	54.05	View chart
Johnson & Johnson (JNJ)	0.2	$2.6M	-2%	11k	244.44	View chart
Costco Wholesale Corporation (COST)	0.2	$2.6M	+13%	2.6k	996.43	View chart
Wal-Mart Stores (WMT)	0.2	$2.4M		19k	124.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.2M		3.2k	697.62	View chart
Eli Lilly & Co. (LLY)	0.2	$2.2M	+6%	2.4k	919.94	View chart
Caterpillar (CAT)	0.2	$2.2M	-4%	3.1k	708.46	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.2M	-2%	11k	192.90	View chart
Visa Com Cl A (V)	0.2	$2.2M		7.2k	302.27	View chart
Goldman Sachs (GS)	0.2	$2.1M		2.5k	846.22	View chart
International Business Machines (IBM)	0.2	$2.1M	+4%	8.6k	242.39	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$2.1M	-18%	26k	79.54	View chart
Advanced Micro Devices (AMD)	0.2	$2.0M		10k	203.43	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.2	$2.0M	-20%	48k	41.96	View chart
Abbvie (ABBV)	0.1	$1.9M		8.8k	217.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.9M	-9%	5.9k	320.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.9M	-2%	19k	97.23	View chart
Home Depot (HD)	0.1	$1.9M		5.7k	328.87	View chart
Chevron Corporation (CVX)	0.1	$1.9M	+3%	9.0k	206.90	View chart
Pacer Fds Tr Pacer Cash Cowz (QQWZ)	0.1	$1.8M	NEW	69k	26.31	View chart
Calamos Etf Tr Calamos Bit 80 S (CBTJ)	0.1	$1.8M	-40%	94k	18.87	View chart
Bank of America Corporation (BAC)	0.1	$1.8M	+3%	36k	48.75	View chart
Ubs Ag London Branch Etracs Aler Mlp (MLPB)	0.1	$1.7M	+2%	60k	29.03	View chart
Micron Technology (MU)	0.1	$1.7M	+92%	5.1k	337.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.6M		43k	38.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.6M	+4%	11k	142.43	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.6M		12k	130.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.6M	-14%	6.3k	248.00	View chart
Merck & Co (MRK)	0.1	$1.5M		12k	120.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.4M		2.1k	653.21	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	+3%	9.4k	144.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	+26%	14k	88.16	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.2M	-2%	5.0k	248.84	View chart
Hca Holdings (HCA)	0.1	$1.2M	-19%	2.6k	473.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.2M	+4%	31k	39.74	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$1.2M		26k	45.52	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$1.2M		622.00	1884.66	View chart
TJX Companies (TJX)	0.1	$1.1M	+26%	7.1k	159.70	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$1.1M	-3%	28k	39.73	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.1M	-3%	22k	50.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	-4%	11k	97.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M		38k	29.08	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	-10%	7.4k	147.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.1M	+28%	4.3k	250.58	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	+29%	3.8k	283.76	View chart
Coca-Cola Company (KO)	0.1	$1.0M		14k	76.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$1.0M	+16%	24k	42.51	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$1.0M	-52%	22k	46.60	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.3k	310.79	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M	-2%	4.7k	213.66	View chart
Verizon Communications (VZ)	0.1	$1.0M		20k	50.20	View chart
Norfolk Southern (NSC)	0.1	$1.0M	+7%	3.5k	287.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.0M		2.0k	499.66	View chart
Blackrock (BLK)	0.1	$1.0M	+7%	1.0k	961.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$990k		4.6k	213.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$974k	-21%	13k	75.10	View chart
Park National Corporation (PRK)	0.1	$970k		5.9k	163.45	View chart
Lowe's Companies (LOW)	0.1	$970k		4.1k	236.28	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$944k		20k	46.23	View chart
Invesco Qqq Tr Put Put Option (Principal) (QQQ)	0.1	$915k	+27%	1.6k	577.18	View chart
Deere & Company (DE)	0.1	$899k		1.6k	563.30	View chart
Morgan Stanley Com New (MS)	0.1	$884k	+2%	5.4k	164.55	View chart
Netflix (NFLX)	0.1	$876k		9.1k	96.15	View chart
Standard Lithium Corp equities (SLI)	0.1	$873k	-16%	256k	3.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$871k		11k	78.41	View chart
Cisco Systems (CSCO)	0.1	$868k		11k	77.59	View chart
Citigroup Com New (C)	0.1	$848k	+3%	7.5k	113.41	View chart
Solid Power Class A Com (SLDP)	0.1	$810k		270k	3.00	View chart
Strategy Cl A New (MSTR)	0.1	$801k		6.4k	124.80	View chart
3M Company (MMM)	0.1	$790k		5.4k	145.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$786k	+2%	6.8k	114.99	View chart
Truist Financial Corp equities (TFC)	0.1	$768k	+6%	17k	45.97	View chart
Palantir Technologies Cl A (PLTR)	0.1	$768k	+9%	5.2k	146.28	View chart
Phillips 66 (PSX)	0.1	$755k	+51%	4.1k	182.18	View chart
Ge Vernova (GEV)	0.1	$742k	+15%	850.00	872.90	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$741k	+7%	15k	49.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$739k		30k	24.75	View chart
Stryker Corporation (SYK)	0.1	$725k	+29%	2.2k	328.59	View chart
Freeport Mcmoran CL B (FCX)	0.1	$724k	+45%	12k	58.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$720k	-7%	5.4k	132.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Rxo Common Stock (RXO)	0.1	$717k	+389%	49k	14.62	View chart
Aon Shs Cl A (AON)	0.1	$715k	+39%	2.2k	322.78	View chart
FedEx Corporation (FDX)	0.1	$710k	+37%	2.0k	356.21	View chart
Cardinal Health (CAH)	0.1	$708k		3.4k	211.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$707k		2.7k	261.92	View chart
Williams-Sonoma (WSM)	0.1	$697k		3.8k	182.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$696k	-2%	3.6k	191.81	View chart
American Express Company (AXP)	0.1	$679k		2.2k	302.48	View chart
Thermo Fisher Scientific (TMO)	0.1	$675k	+7%	1.4k	491.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$668k	+3%	1.7k	390.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$668k		11k	61.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$662k	+166%	8.0k	82.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$643k	+16%	10k	64.08	View chart
Pepsi (PEP)	0.0	$642k	+89%	4.1k	155.29	View chart
Southern Company (SO)	0.0	$636k		6.6k	96.52	View chart
Palo Alto Networks (PANW)	0.0	$629k		3.9k	160.32	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$627k		13k	47.72	View chart
Nike CL B (NKE)	0.0	$615k	+39%	12k	52.82	View chart
Wells Fargo & Company (WFC)	0.0	$611k	+5%	7.7k	79.61	View chart
Lockheed Martin Corporation (LMT)	0.0	$598k	+29%	989.00	604.39	View chart
Bristol Myers Squibb (BMY)	0.0	$591k	NEW	9.7k	60.65	View chart
General Dynamics Corporation (GD)	0.0	$589k	+38%	1.7k	343.22	View chart
Applied Materials (AMAT)	0.0	$579k	+52%	1.7k	341.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$574k		17k	33.77	View chart
Corning Incorporated (GLW)	0.0	$573k	+76%	4.2k	135.97	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$571k		29k	19.78	View chart
Union Pacific Corporation (UNP)	0.0	$567k		2.3k	242.62	View chart
Direxion Shares Etf Trust Dly Msft Bull 2x (MSFU)	0.0	$564k	NEW	25k	23.01	View chart
Honeywell International (HON)	0.0	$559k	+43%	2.5k	226.03	View chart
Starbucks Corporation (SBUX)	0.0	$549k	+6%	6.1k	89.59	View chart
Walt Disney Company (DIS)	0.0	$541k	-4%	5.6k	96.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$539k		11k	48.46	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$538k		11k	48.86	View chart
Dollar General (DG)	0.0	$534k	+62%	4.5k	118.73	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$534k	+6%	9.4k	56.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$534k	+90%	1.5k	356.56	View chart
Amgen (AMGN)	0.0	$532k	+68%	1.5k	351.85	View chart
Dow (DOW)	0.0	$531k	NEW	13k	41.65	View chart
UnitedHealth (UNH)	0.0	$530k		2.0k	270.59	View chart
United Parcel Svcs CL B (UPS)	0.0	$528k	-49%	5.4k	98.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$526k		1.2k	436.79	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$525k	+5%	21k	24.80	View chart
Bandwidth Com Cl A (BAND)	0.0	$519k		29k	17.82	View chart
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)	0.0	$514k	+4%	7.2k	71.14	View chart
Nextera Energy (NEE)	0.0	$509k	+15%	5.5k	92.88	View chart
American Electric Power Company (AEP)	0.0	$507k	+2%	3.9k	131.08	View chart
Edison International (EIX)	0.0	$502k	NEW	6.9k	73.18	View chart
Pfizer (PFE)	0.0	$497k	+7%	18k	28.08	View chart
Altria (MO)	0.0	$496k	-2%	7.5k	65.99	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$493k		8.3k	59.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$493k		12k	41.06	View chart
Emerson Electric (EMR)	0.0	$492k	-2%	3.8k	131.02	View chart
HEICO Corporation (HEI)	0.0	$482k	-3%	1.8k	274.20	View chart
Travelers Companies (TRV)	0.0	$477k	+133%	1.6k	291.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$476k	+8%	11k	43.11	View chart
Booking Holdings (BKNG)	0.0	$476k	NEW	113.00	4210.33	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$475k	+5%	6.4k	73.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$470k	+5%	5.4k	86.64	View chart
Intuitive Surgical Com New (ISRG)	0.0	$461k	+7%	999.00	460.99	View chart
Everquote Com Cl A (EVER)	0.0	$455k		30k	15.42	View chart
Devon Energy Corporation (DVN)	0.0	$448k	+13%	8.9k	50.32	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$445k	-4%	4.8k	92.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$443k	-33%	4.5k	99.27	View chart
Gilead Sciences (GILD)	0.0	$443k		3.2k	139.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$429k	+22%	325.00	1320.83	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$428k		9.4k	45.65	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$427k	+10%	4.6k	92.29	View chart
Uber Technologies (UBER)	0.0	$419k	+11%	5.8k	71.93	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$418k		13k	33.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$417k		10k	41.69	View chart
SLB Com Stk (SLB)	0.0	$411k	+4%	8.0k	51.39	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$404k		24k	17.15	View chart
Philip Morris International (PM)	0.0	$402k	+3%	2.4k	165.32	View chart
Comfort Systems USA (FIX)	0.0	$399k	NEW	289.00	1378.99	View chart
Kla Corp Com New (KLAC)	0.0	$390k		265.00	1472.41	View chart
Linde SHS (LIN)	0.0	$376k	+47%	759.00	495.76	View chart
Kinder Morgan (KMI)	0.0	$372k	NEW	11k	33.53	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$371k	NEW	480.00	772.64	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$368k		6.0k	61.32	View chart
Constellation Energy (CEG)	0.0	$360k	+5%	1.3k	279.25	View chart
Qnity Electronics Common Stock (Q)	0.0	$359k	+19%	3.1k	115.38	View chart
Chubb (CB)	0.0	$353k	+26%	1.1k	325.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$352k		1.2k	302.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$349k		1.8k	196.21	View chart
Direxion Shares Etf Trust Dly Amzn Bull 2x (AMZU)	0.0	$349k	+30%	13k	26.86	View chart
Coreweave Com Cl A (CRWV)	0.0	$349k	NEW	4.5k	77.47	View chart
PG&E Corporation (PCG)	0.0	$346k	NEW	20k	17.57	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$343k	-6%	8.3k	41.41	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$338k	NEW	863.00	391.76	View chart
Sherwin-Williams Company (SHW)	0.0	$335k		1.0k	320.55	View chart
Nushares Etf Tr Nuveen Pfd & Inc (NPFI)	0.0	$335k	NEW	13k	25.77	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.0	$333k	NEW	14k	23.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$326k		8.0k	40.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$325k		4.4k	73.64	View chart
General Mills (GIS)	0.0	$325k	NEW	8.7k	37.22	View chart
F.N.B. Corporation (FNB)	0.0	$321k	+2%	19k	16.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$318k	+4%	6.9k	46.13	View chart
Danaher Corporation (DHR)	0.0	$318k	NEW	1.7k	189.60	View chart
Vistra Energy (VST)	0.0	$317k	-8%	2.1k	150.33	View chart
Marsh & McLennan Companies (MRSH)	0.0	$317k	NEW	1.8k	173.45	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$311k		5.7k	54.93	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$311k	-26%	17k	18.82	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$308k		500.00	616.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$308k	-2%	5.5k	55.85	View chart
Western Digital (WDC)	0.0	$307k	NEW	1.1k	270.49	View chart
At&t (T)	0.0	$305k	+3%	11k	28.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$305k	+11%	9.9k	30.68	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$304k		6.5k	46.74	View chart
salesforce (CRM)	0.0	$302k	+11%	1.6k	186.67	View chart
Boston Scientific Corporation (BSX)	0.0	$302k	+97%	4.8k	62.75	View chart
Packaging Corporation of America (PKG)	0.0	$300k		1.4k	212.22	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$297k		2.4k	125.13	View chart
Nucor Corporation (NUE)	0.0	$292k	+6%	1.7k	169.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$291k		5.1k	56.79	View chart
Capital One Financial (COF)	0.0	$288k	NEW	1.6k	182.43	View chart
Markel Corporation (MKL)	0.0	$285k		149.00	1914.07	View chart
General Motors Company (GM)	0.0	$285k	NEW	3.8k	74.50	View chart
S&p Global (SPGI)	0.0	$279k	NEW	657.00	425.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$279k		1.1k	257.35	View chart
Astrazeneca Ord (AZN)	0.0	$271k	NEW	1.4k	197.22	View chart
Masco Corporation (MAS)	0.0	$269k	+6%	4.4k	60.37	View chart
Occidental Petroleum Corporation (OXY)	0.0	$266k	NEW	4.1k	65.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$265k	+3%	1.4k	194.14	View chart
Intel Corporation (INTC)	0.0	$264k	-34%	6.0k	44.13	View chart
Enterprise Products Partners (EPD)	0.0	$263k	-5%	7.0k	37.84	View chart
Itt (ITT)	0.0	$261k	NEW	1.4k	190.53	View chart
ConocoPhillips (COP)	0.0	$259k	NEW	2.0k	132.00	View chart
Liquidia Corporation Com New (LQDA)	0.0	$258k		6.8k	37.74	View chart
EOG Resources (EOG)	0.0	$253k	NEW	1.8k	144.57	View chart
Amphenol Corp Cl A (APH)	0.0	$250k	NEW	2.0k	126.35	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$249k	-4%	557.00	446.73	View chart
Johnson Controls Internation SHS (JCI)	0.0	$248k	NEW	1.9k	130.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$248k	NEW	4.9k	50.33	View chart
Chesapeake Energy Corp (EXE)	0.0	$247k	NEW	2.2k	109.78	View chart
Vulcan Materials Company (VMC)	0.0	$244k	+4%	896.00	272.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$244k		6.4k	38.11	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$243k	NEW	1.1k	211.90	View chart
Viking Holdings Ord Shs (VIK)	0.0	$239k	NEW	3.3k	73.48	View chart
Newmont Mining Corporation (NEM)	0.0	$237k	NEW	2.2k	108.25	View chart
Trane Technologies SHS (TT)	0.0	$234k		561.00	416.74	View chart
Airbnb Com Cl A (ABNB)	0.0	$234k	NEW	1.9k	126.28	View chart
Burlington Stores (BURL)	0.0	$232k	NEW	713.00	325.38	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$232k		1.8k	132.50	View chart
Technipfmc (FTI)	0.0	$231k	NEW	3.3k	69.13	View chart
Cme (CME)	0.0	$230k	-22%	779.00	295.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$229k	NEW	1.1k	217.25	View chart
Abbott Laboratories (ABT)	0.0	$228k	+15%	2.2k	102.67	View chart
Adobe Systems Incorporated (ADBE)	0.0	$226k	NEW	928.00	243.08	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$224k		4.9k	45.87	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$224k		4.0k	56.68	View chart
Tyson Foods Cl A (TSN)	0.0	$223k	NEW	3.5k	64.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$223k		3.1k	71.13	View chart
Te Connectivity Ord Shs (TEL)	0.0	$222k	NEW	1.1k	209.02	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$221k		11k	20.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$221k	NEW	653.00	337.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$219k		1.5k	148.09	View chart
Regions Financial Corporation (RF)	0.0	$217k	NEW	8.3k	26.12	View chart
Marathon Petroleum Corp (MPC)	0.0	$217k	NEW	889.00	244.18	View chart
Delta Air Lines Com New (DAL)	0.0	$215k	NEW	3.2k	66.48	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$215k	NEW	4.3k	50.03	View chart
Cigna Corp (CI)	0.0	$215k	NEW	806.00	266.75	View chart
McKesson Corporation (MCK)	0.0	$214k	NEW	247.00	865.36	View chart
Centene Corporation (CNC)	0.0	$212k	NEW	6.5k	32.74	View chart
L3harris Technologies (LHX)	0.0	$212k	NEW	613.00	345.15	View chart
Northrop Grumman Corporation (NOC)	0.0	$212k	NEW	310.00	682.24	View chart
Unilever Spon Adr New (UL)	0.0	$210k		3.7k	56.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$207k	-4%	3.9k	52.56	View chart
CVS Caremark Corporation (CVS)	0.0	$204k	NEW	2.8k	71.82	View chart
Neurocrine Biosciences (NBIX)	0.0	$204k	NEW	1.5k	131.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$202k		5.2k	38.86	View chart
Emcor (EME)	0.0	$200k	NEW	271.00	738.31	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$166k		19k	8.66	View chart
Sunrun (RUN)	0.0	$164k	-2%	12k	13.56	View chart
Valley National Ban (VLY)	0.0	$160k	NEW	13k	12.28	View chart
Themes Etf Tr Leverage Shs 2x (UNHG)	0.0	$158k	NEW	16k	10.19	View chart
Krispy Kreme (DNUT)	0.0	$156k	-49%	46k	3.39	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$149k		16k	9.42	View chart
Gabelli Convertible & Income Securities (GCV)	0.0	$99k	-26%	23k	4.28	View chart
Flyexclusive Com Cl A (FLYX)	0.0	$64k		28k	2.26	View chart

Past Filings by MBL Wealth

SEC 13F filings are viewable for MBL Wealth going back to 2020

MBL Wealth 2026 Q1 filed April 28, 2026
MBL Wealth 2025 Q4 filed Jan. 21, 2026
MBL Wealth 2025 Q3 filed Oct. 16, 2025
MBL Wealth 2025 Q2 filed July 22, 2025
MBL Wealth 2025 Q1 filed May 21, 2025
MBL Wealth 2024 Q4 filed April 21, 2025
MBL Wealth 2024 Q3 filed Jan. 8, 2025
MBL Wealth 2024 Q2 filed July 19, 2024
MBL Wealth 2024 Q1 filed April 22, 2024
MBL Wealth 2023 Q4 filed Jan. 18, 2024
MBL Wealth 2023 Q3 filed Oct. 11, 2023
MBL Wealth 2023 Q2 filed July 17, 2023
MBL Wealth 2023 Q1 filed April 12, 2023
MBL Wealth 2022 Q2 filed Jan. 12, 2023
MBL Wealth 2022 Q3 filed Jan. 12, 2023
MBL Wealth 2022 Q4 filed Jan. 12, 2023

View all past filings

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