CIK 2009056
MB Generational Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
67
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 559K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 177K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 436K | $1M+ | SH |
| QUAL | ISHARES TR | 83K | $1M+ | SH |
| OEF | ISHARES TR | 46K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 127K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 194K | $1M+ | SH |
| GE | GE AEROSPACE | 23K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 202K | $1M+ | SH |
| ISCV | ISHARES TR | 88K | $1M+ | SH |
| GOSS | GOSSAMER BIO INC | 1.6M | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 99K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 71K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 53K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 20K | $1M+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 20K | $1M+ | SH |
| REET | ISHARES TR | 53K | $1M+ | SH |
| SCZ | ISHARES TR | 17K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 24K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 8K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 17K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 21K | $500K+ | SH |
| VLUE | ISHARES TR | 6K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 16K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 24K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 12K | $500K+ | SH |
| EEMS | ISHARES INC | 8K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| AVSE | AMERICAN CENTY ETF TR | 7K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| DFGX | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| IVLU | ISHARES TR | 9K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |