MBA Advisors LLC - Portfolio Stock Holdings
MBA Advisors LLC disclosed 177 stock positions in a recent SEC 13F filing. $304,249,240 of stock holdings were filed, with the largest holdings including BIV, IQLT, and SCHG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $342,613,223 and has 5 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:
177Est. Stock Holding Value:
$304,249,240Top Stock Holdings By Sector
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Portfolio Stock Holdings - MBA Advisors LLC
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Portfolio Options Holdings - MBA Advisors LLC
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