MBL Wealth, LLC 13F Holdings
CIK 0001845785 · CHARLOTTE, NC
As of Sep 30, 2025, MBL Wealth, LLC reported 285 positions worth
CIK 0001845785 · CHARLOTTE, NC
As of Sep 30, 2025, MBL Wealth, LLC reported 285 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 212,212 | 41.4M | 12.60% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 1,064,849 | $97.7M | 8.70% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 832,346 | $54.3M | 4.84% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 624,177 | $41.1M | 3.67% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 917,279 | $40.9M | 3.64% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 516,830 | $39.5M | 3.52% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 746,513 | $36.5M | 3.25% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 680,415 | $32.6M | 2.91% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 250,085 | $29.7M | 2.65% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 620,782 | $29.5M | 2.63% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 303,686 | $26.5M | 2.36% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 209,779 | $25.1M | 2.23% |
| APPLE INC | AAPL | Technology | 93,615 | $23.8M | 2.12% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 442,115 | $23.1M | 2.06% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 273,556 | $21.9M | 1.95% |
| PACER TRENDPILOT US LARGE CAP ETF | PTLC | — | 304,631 | 6.7M | 1.49% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 187,878 | 5.6M | 1.39% |
| NVIDIA CORP | NVDA | Technology | 75,724 | 4.1M | 1.26% |
| NEOS ETF TRUST | — | — | 208,892 | 1.3M | 1.01% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | — | 107,443 | 0.8M | 0.96% |
| VICTORYSHARES WESTEND US SECTOR ETF | MODL | — | 224,443 | 0.4M | 0.92% |
| MICROSOFT CORP | MSFT | Technology | 19,735 | 0.2M | 0.91% |
| ANGEL OAK FUNDS TRUST | — | — | 488,105 | 0.2M | 0.91% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 88,833 | $9.5M | 0.85% |
| Calamos Advisors LLC | — | — | 324,104 | $9.3M | 0.83% |