MBL Wealth, LLC

Est. AUM

$1.20B

13F long equity, this entity only

Positions

335

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$141.7M	217809	11.76%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$120.8M	1318642	10.03%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$61.4M	908796	5.10%	SOLE
4	WORLD GOLD TR	SPDR GLD MINIS	$47.4M	510875	3.93%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$45.8M	656127	3.80%	SOLE
6	AMPLIFY ETF TR	CWP ENHANCED DIV	$44.0M	981793	3.66%	SOLE
7	ISHARES TR	CORE 1 5 YR USD	$40.5M	834719	3.36%	SOLE
8	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$35.5M	739735	2.94%	SOLE
9	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$33.9M	720875	2.81%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$32.9M	264674	2.73%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$28.3M	312859	2.35%	SOLE
12	ISHARES TR	3 7 YR TREAS BD	$28.2M	237478	2.34%	SOLE
13	ISHARES TR	CORE MSCI INTL	$25.2M	301018	2.09%	SOLE
14	PIMCO ETF TR	INTER MUN BD ACT	$24.8M	475823	2.06%	SOLE
15	ISHARES TR	1 3 YR TREAS BD	$17.1M	207071	1.42%	SOLE
16	PACER FDS TR	TRENDP US LAR CP	$16.1M	307495	1.34%	SOLE
17	ISHARES TR	IBOXX HI YD ETF	$14.1M	176802	1.17%	SOLE
18	NEOS ETF TRUST	NASDAQ 100 HIGH	$13.7M	276358	1.14%	SOLE
19	GOLDMAN SACHS ETF TR	ACCES TREASURY	$13.4M	133676	1.11%	SOLE
20	ISHARES TR	SHRT NAT MUN ETF	$12.6M	118521	1.05%	SOLE
21	VICTORY PORTFOLIOS II	VICTORYSHARES WE	$11.5M	257963	0.96%	SOLE
22	ANGEL OAK FUNDS TRUST	INCOME ETF	$11.2M	540604	0.93%	SOLE
23	RBB FD INC	F/M US TREASURY	$11.2M	224867	0.93%	SOLE
24	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$10.8M	228988	0.90%	SOLE
25	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$9.9M	229345	0.82%	SOLE
26	INNOVATOR ETFS TRUST	US SML CP PWR B	$9.2M	221463	0.77%	SOLE
27	ISHARES INC	MSCI EMRG CHN	$8.4M	106197	0.69%	SOLE
28	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.3M	160460	0.69%	SOLE
29	PACER FDS TR	TRENDP US MID CP	$8.2M	224935	0.68%	SOLE
30	PACER FDS TR	TRENDPILOT INTL	$8.2M	252645	0.68%	SOLE
31	GLOBAL X FDS	GLBL X MLP ETF	$7.9M	146259	0.65%	SOLE
32	SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.7M	298832	0.64%	SOLE
33	HARBOR ETF TRUST	HARBOR COMMODITY	$7.4M	238344	0.61%	SOLE
34	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$7.2M	168601	0.60%	SOLE
35	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$6.8M	148446	0.57%	SOLE
36	VANGUARD INDEX FDS	MID CAP ETF	$6.5M	22650	0.54%	SOLE
37	STRATEGIC TRUST	RUNNING GWTH ETF	$6.3M	196138	0.52%	SOLE
38	T ROWE PRICE ETF INC	PRICE DIV GRWT	$6.3M	140277	0.52%	SOLE
39	CALAMOS ETF TR	BITCOIN 80 SERIE	$6.3M	317010	0.52%	SOLE
40	LABCORP HOLDINGS INC	COM SHS	$6.2M	23409	0.52%	SOLE
41	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$6.0M	107888	0.50%	SOLE
42	THOR FINL TECHNOLOGIES TR	INDEX ROTATION	$5.7M	184928	0.48%	SOLE
43	J P MORGAN EXCHANGE TRADED F	EQUITY FOCUS ETF	$5.4M	74642	0.45%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	8490	0.42%	SOLE
45	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$5.0M	127165	0.42%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.0M	91406	0.42%	SOLE
47	PACER FDS TR	TRENDPILOT 100	$4.8M	65890	0.40%	SOLE
48	INNOVATOR ETFS TRUST	EMERGING MKT PWR	$4.8M	148738	0.39%	SOLE
49	SPDR GOLD TR	GOLD SHS	$4.5M	10341	0.37%	SOLE
50	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.4M	49614	0.37%	SOLE

1–50 of 335

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.