CIK 2059574
MEMBERS WEALTH LLC
Institutional 13F holdings & portfolio
Holdings
106
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 35K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 273K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 86K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 119K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 144K | $1M+ | SH |
| IBDV | ISHARES TR | 194K | $1M+ | SH |
| IBDT | ISHARES TR | 166K | $1M+ | SH |
| IBDU | ISHARES TR | 173K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| IBDS | ISHARES TR | 146K | $1M+ | SH |
| SGOV | ISHARES TR | 35K | $1M+ | SH |
| IBDR | ISHARES TR | 127K | $1M+ | SH |
| IEFA | ISHARES TR | 30K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| IWB | ISHARES TR | 7K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 9K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 26K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 27K | $1M+ | SH |
| KO | COCA COLA CO | 19K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CALI | BLACKROCK ETF TRUST II | 19K | $500K+ | SH |
| IBDW | ISHARES TR | 42K | $500K+ | SH |
| DMAC | DIAMEDICA THERAPEUTICS INC | 101K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| LLY | ELI LILLY & CO | 749 | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| RBA | RB GLOBAL INC | 7K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 5K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| IBMP | ISHARES TR | 23K | $500K+ | SH |