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 51–67 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| BBIN | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 3K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 486 | $100K–$500K | SH |
| DWX | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 916 | $100K–$500K | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 24K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| ZONE | CLEANCORE SOLUTIONS INC | 29K | $1K–$15K | SH |