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 101–150 of 290
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 30K | $1M+ | SH |
| UMAR | INNOVATOR ETFS TRUST | 30K | $1M+ | SH |
| SLDP | SOLID POWER INC | 270K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 23K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 26K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 11K | $1M+ | SH |
| BLK | BLACKROCK INC | 969 | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| MSTR | STRATEGY INC | 7K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| IWD | ISHARES TR | 5K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 11K | $500K+ | SH |
| IQLT | ISHARES TR | 20K | $500K+ | SH |
| UJAN | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| PRK | PARK NATL CORP | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | PRN (Put) |
| BSV | VANGUARD BD INDEX FDS | 11K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 20K | $500K+ | SH |
| EVER | EVERQUOTE INC | 30K | $500K+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 29K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 16K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| QUAL | ISHARES TR | 4K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| SPYI | NEOS ETF TRUST | 14K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| WSM | WILLIAMS SONOMA INC | 4K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |