13F Filings History of MBE Wealth Management, LLC

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$231,220,919
Signature - Title
Joseph Berry - Chief Compliance Officer
Location
Tomah, WI
Summary
This page shows a list of all the recent 13F filings made by MBE Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MBE Wealth Management, LLC reported 138 stock holdings with total value $231,220,919 as of Q3 2025. Top holdings included QQQ, VB, SPYV, IVV, and ACIO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 138 $231,220,919 +$4,505,885 -$16,844,525 -$12,338,640 QQQ, VB, SPYV, IVV, ACIO 13F-HR 27 Oct 2025, 19:09
Q2 2025 135 $229,978,213 +$9,607,920 -$3,091,441 +$6,516,479 QQQ, VB, SPYV, ACIO, IVV 13F-HR 16 Jul 2025, 10:51
Q1 2025 121 $209,009,100 +$59,240,296 -$22,675,004 +$36,565,292 QQQ, VB, SPYV, ACIO, IVV 13F-HR 22 Apr 2025, 15:39
Q4 2024 102 $177,544,389 +$13,983,978 -$10,895,927 +$3,088,051 QQQ, VB, SPYV, USRT, IVV 13F-HR 22 Jan 2025, 16:53
Q3 2024 99 $181,253,188 +$7,870,119 -$3,192,910 +$4,677,209 VB, QQQ, SPYV, USRT, IVV 13F-HR 21 Oct 2024, 09:32
Q2 2024 93 $165,198,082 +$7,589,030 -$4,592,392 +$2,996,638 QQQ, VB, SPYV, USRT, IVV 13F-HR 19 Jul 2024, 19:59
Q1 2024 92 $161,947,841 +$30,114,550 -$77,104,586 -$46,990,036 VB, QQQ, SPYV, USRT, IVV 13F-HR 22 Apr 2024, 10:19
Q4 2023 94 $195,361,140 +$9,624,380 -$6,241,737 +$3,382,643 IVV, VB, QQQ, DGRO, USRT 13F-HR 29 Jan 2024, 09:13
Q3 2023 84 $174,194,990 +$3,877,124 -$8,198,020 -$4,320,896 IVV, VB, QQQ, DGRO, USRT 13F-HR 16 Oct 2023, 09:21
Q2 2023 86 $186,038,515 +$9,891,346 -$2,630,450 +$7,260,896 IVV, VB, QQQ, DGRO, USRT 13F-HR 17 Jul 2023, 09:28
Q1 2023 75 $169,844,745 +$12,502,581 -$5,961,276 +$6,541,305 IVV, VB, QQQ, DGRO, USRT 13F-HR 20 Apr 2023, 13:44
Q4 2022 67 $154,960,235 +$10,619,369 -$1,776,101 +$8,843,268 IVV, VB, DGRO, QQQ, USRT 13F-HR 17 Jan 2023, 20:03
Q3 2022 59 $137,039,000 +$5,909,364 -$4,502,147 +$1,407,217 IVV, VB, DGRO, QQQ, USRT 13F-HR 20 Oct 2022, 16:46
Q2 2022 61 $143,307,000 +$4,563,701 -$4,969,575 -$405,874 IVV, VB, DGRO, QQQ, USRT 13F-HR 19 Jul 2022, 14:33
Q1 2022 69 $168,168,000 +$9,192,003 -$25,053,988 -$15,861,985 IVV, VB, DGRO, QQQ, USRT 13F-HR 20 Apr 2022, 15:44
Q4 2021 65 $194,661,000 +$6,177,127 -$22,718,390 -$16,541,263 IVV, VB, DGRO, QQQ, DRSK 13F-HR 19 Jan 2022, 14:38
Q3 2021 60 $196,313,000 +$9,382,653 -$2,938,108 +$6,444,545 IVV, VB, DRSK, DGRO, QQQ 13F-HR 25 Oct 2021, 09:02
Q2 2021 59 $193,140,000 +$59,163,864 -$60,077,712 -$913,848 IVV, VB, DRSK, DGRO, QQQ 13F-HR 19 Jul 2021, 15:12
Q1 2021 61 $184,252,000 +$34,903,201 -$4,766,963 +$30,136,238 IVV, DRSK, DGRO, FVD, QUAL 13F-HR 26 Apr 2021, 08:24
Q4 2020 56 $147,893,000 +$19,773,285 -$11,733,347 +$8,039,938 IVV, DGRO, FVD, QUAL, USMV 13F-HR 19 Jan 2021, 07:19
Q3 2020 47 $117,687,000 +$107,873 $0 +$107,873 IVV, DGRO, QUAL, USMV, FVD 13F-HR 19 Oct 2020, 15:15
Q2 2020 47 $118,912,000 +$21,528,272 -$25,721,378 -$4,193,106 IVV, DGRO, QUAL, USMV, FVD 13F-HR 13 Aug 2020, 18:43
Q1 2020 542 $104,818,000 +$25,553,441 -$1,997,812 +$23,555,629 IVV, DGRO, QUAL, USMV, IAGG 13F-HR 07 May 2020, 10:43
Q4 2019 41 $99,920,000 $0 $0 $0 IVV, DGRO, QUAL, USMV, SPSM 13F-HR 30 Jan 2020, 13:09