CIK 1845785
MBL Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
290
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 290
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PTNQ | PACER FDS TR | 65K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| TSLA | TESLA INC | 11K | $1M+ | SH |
| CBTY | CALAMOS ETF TR | 220K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| EOCT | INNOVATOR ETFS TRUST | 147K | $1M+ | SH |
| THIR | THOR FINL TECHNOLOGIES TR | 141K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 41K | $1M+ | SH |
| GLD | SPDR GOLD TR | 11K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 47K | $1M+ | SH |
| EJAN | INNOVATOR ETFS TRUST | 121K | $1M+ | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 71K | $1M+ | SH |
| GOOG | ALPHABET INC | 12K | $1M+ | SH |
| IWF | ISHARES TR | 8K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 74K | $1M+ | SH |
| CBTJ | CALAMOS ETF TR | 157K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 32K | $1M+ | SH |
| ACIO | ETF SER SOLUTIONS | 60K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 49K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 3K | $1M+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 59K | $1M+ | SH |
| JBBB | JANUS DETROIT STR TR | 46K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 43K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| IWR | ISHARES TR | 20K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 35K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| WMT | WALMART INC | 15K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| ITOT | ISHARES TR | 10K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 3K | $1M+ | SH |
| MLPB | UBS AG LONDON BRANCH | 59K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| IWY | ISHARES TR | 5K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 12K | $1M+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| SLI | STANDARD LITHIUM LTD | 306K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 622 | $1M+ | SH |