MB Generational Wealth, LLC - Portfolio Stock Holdings
MB Generational Wealth, LLC disclosed 67 stock positions in a recent SEC 13F filing. $183,255,236 of stock holdings were filed, with the largest holdings including DUHP, AVUV, and DISV. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
67Est. Stock Holding Value:
$183,255,236Top Stock Holdings By Sector
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Portfolio Stock Holdings - MB Generational Wealth, LLC
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% of Portfolio
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