MB Generational Wealth, LLC - Portfolio Stock Holdings
MB Generational Wealth, LLC disclosed 68 stock positions in a recent SEC 13F filing. $180,104,910 of stock holdings were filed, with the largest holdings including DUHP, AVUV, and DISV. This filing represented positions held on March 31, 2026, and was filed on May 4, 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:
March 31, 2026No. of Stocks:
68Est. Stock Holding Value:
$180,104,910Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - MB Generational Wealth, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...