MBL Wealth, LLC - Portfolio Stock Holdings
MBL Wealth, LLC disclosed 619 stock positions in a recent SEC 13F filing. $1,674,376,586 of stock holdings were filed, with the largest holdings including SPY, BIL, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,422,868,828 and has 14 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:
619Est. Stock Holding Value:
$1,674,376,586Top Stock Holdings By Sector
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Portfolio Stock Holdings - MBL Wealth, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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