MB Generational Wealth, LLC

Est. AUM

$180.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$19.8M	537956	10.94%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$19.6M	177158	10.82%	SOLE
3	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$17.4M	440843	9.62%	SOLE
4	ISHARES TR	MSCI USA QLT FCT	$15.6M	81569	8.65%	SOLE
5	ISHARES TR	S&P 100 ETF	$14.6M	45861	8.07%	SOLE
6	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$10.2M	126993	5.66%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.9M	228900	4.92%	SOLE
8	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$6.5M	201920	3.60%	SOLE
9	ISHARES TR	MRNING SM CP ETF	$6.1M	88015	3.38%	SOLE
10	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$4.3M	104960	2.39%	SOLE
11	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$4.3M	71397	2.37%	SOLE
12	DIMENSIONAL ETF TRUST	SHORT DURATION F	$3.0M	61829	1.64%	SOLE
13	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.9M	68129	1.59%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$2.8M	4271	1.54%	SOLE
15	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.7M	56793	1.51%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.5M	33658	1.37%	SOLE
17	DIMENSIONAL ETF TRUST	INFLATION PROTE	$2.3M	55075	1.27%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.3M	64651	1.25%	SOLE
19	VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	9461	1.14%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.0M	44984	1.12%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5802	1.03%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.8M	50620	0.99%	SOLE
23	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	20396	0.91%	SOLE
24	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.6M	38480	0.90%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$1.5M	19791	0.81%	SOLE
26	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.5M	28647	0.80%	SOLE
27	ISHARES TR	GLOBAL REIT ETF	$1.3M	53093	0.74%	SOLE
28	ISHARES TR	EAFE SML CP ETF	$1.3M	16533	0.72%	SOLE
29	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5667	0.61%	SOLE
30	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.1M	17130	0.59%	SOLE
31	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.1M	8423	0.58%	SOLE
32	ISHARES TR	MSCI USA VALUE	$911K	6410	0.50%	SOLE
33	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$837K	19744	0.46%	SOLE
34	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$833K	24744	0.46%	SOLE
35	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$824K	15614	0.46%	SOLE
36	ISHARES TR	RUSSELL 2000 ETF	$811K	3271	0.45%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$729K	15535	0.40%	SOLE
38	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$723K	16419	0.40%	SOLE
39	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$658K	24744	0.36%	SOLE
40	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$619K	12770	0.34%	SOLE
41	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$562K	12121	0.31%	SOLE
42	ISHARES INC	EM MKT SM-CP ETF	$529K	7645	0.29%	SOLE
43	GOSSAMER BIO INC	COM	$503K	1532142	0.28%	SOLE
44	SPDR GOLD TR	GOLD SHS	$434K	1009	0.24%	SOLE
45	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$423K	5635	0.23%	SOLE
46	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$423K	6361	0.23%	SOLE
47	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$420K	4154	0.23%	SOLE
48	ISHARES TR	MSCI INTL VLU FT	$357K	8985	0.20%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP VA ETF	$347K	11382	0.19%	SOLE
50	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$344K	6550	0.19%	SOLE

1–50 of 66

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