MB Generational Wealth, LLC - Portfolio Stock Holdings
MB Generational Wealth, LLC disclosed 69 stock positions in a recent SEC 13F filing. $203,930,207 of stock holdings were filed, with the largest holdings including AVUV, DUHP, and DISV. This filing represented positions held on June 30, 2026, and was filed on July 31, 2026.We estimate the fund has a total AUM of $404,425,850 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
69Est. Stock Holding Value:
$203,930,207Top Stock Holdings By Sector
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Portfolio Stock Holdings - MB Generational Wealth, LLC
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