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 51–100 of 106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBMO | ISHARES TR | 22K | $500K+ | SH |
| EFA | ISHARES TR | 6K | $500K+ | SH |
| AGG | ISHARES TR | 5K | $500K+ | SH |
| IDEQ | LAZARD ACTIVE ETF TR | 16K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| IBMR | ISHARES TR | 18K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 19K | $100K–$500K | SH |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | 19K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 570 | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 20K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| IWY | ISHARES TR | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 562 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 7K | $100K–$500K | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 15K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 672 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 594 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 995 | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| CMF | ISHARES TR | 4K | $100K–$500K | SH |
| COR | CENCORA INC | 685 | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 776 | $100K–$500K | SH |
| ISHG | ISHARES TR | 3K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 950 | $100K–$500K | SH |
| IBMQ | ISHARES TR | 8K | $100K–$500K | SH |