MEMBERS WEALTH LLC - Portfolio Stock Holdings

MEMBERS WEALTH LLC disclosed 126 stock positions in a recent SEC 13F filing. $182,133,291 of stock holdings were filed, with the largest holdings including IVV, FBND, and SPYG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $279,553,593 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.