MB, LEVIS & ASSOCIATES, LLC - Portfolio Stock Holdings
MB, LEVIS & ASSOCIATES, LLC disclosed 258 stock positions in a recent SEC 13F filing. $272,773,912 of stock holdings were filed, with the largest holdings including VV, VEU, and IBCB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $411,582,981 and has 4 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:
258Est. Stock Holding Value:
$272,773,912Top Stock Holdings By Sector
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Portfolio Stock Holdings - MB, LEVIS & ASSOCIATES, LLC
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% of Portfolio
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