Notify me when MBL Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 290 | $1,246,365,771 | +$104,338,883 | -$15,598,476 | +$88,740,407 | SPY, BIL, IJH, GLDM, IEMG | 13F-HR | 21 Jan 2026, 13:56 |
| Q3 2025 | 246 | $1,143,774,126 | +$57,092,276 | -$18,437,886 | +$38,654,390 | SPY, BIL, IJH, IEMG, DIVO | 13F-HR | 16 Oct 2025, 10:59 |
| Q2 2025 | 239 | $1,044,662,164 | +$78,892,787 | -$72,411,723 | +$6,481,064 | SPY, BIL, IJH, DIVO, IEMG | 13F-HR | 22 Jul 2025, 10:48 |
| Q1 2025 | 224 | $986,928,854 | +$33,275,766 | -$31,361,506 | +$1,914,260 | SPY, BIL, IJH, GLDM, DIVO | 13F-HR | 21 May 2025, 13:54 |
| Q4 2024 | 221 | $996,530,710 | +$93,843,492 | -$13,458,168 | +$80,385,324 | SPY, BIL, IJH, DIVO, ISTB | 13F-HR | 21 Apr 2025, 11:37 |
| Q3 2024 | 207 | $927,713,290 | +$41,035,110 | -$45,974,455 | -$4,939,345 | SPY, BIL, IJH, DFNM, DIVO | 13F-HR | 08 Jan 2025, 10:29 |
| Q2 2024 | 204 | $892,757,795 | +$105,468,004 | -$95,950,652 | +$9,517,352 | SPY, BIL, IJH, DFNM, ISTB | 13F-HR | 19 Jul 2024, 08:08 |
| Q1 2024 | 198 | $878,753,085 | +$99,969,871 | -$20,850,433 | +$79,119,438 | SPY, BIL, IJH, DFNM, ISTB | 13F-HR | 22 Apr 2024, 11:47 |
| Q4 2023 | 187 | $798,976,634 | +$55,087,312 | -$14,356,067 | +$40,731,245 | BIL, SPY, IJH, DFNM, DIVO | 13F-HR | 18 Jan 2024, 12:12 |
| Q3 2023 | 176 | $709,955,807 | +$46,648,453 | -$22,328,418 | +$24,320,035 | BIL, SPY, IJH, DFNM, ISTB | 13F-HR | 11 Oct 2023, 13:42 |
| Q2 2023 | 176 | $708,380,993 | +$87,219,060 | -$36,959,605 | +$50,259,455 | BIL, SPY, IJH, ISTB, DFNM | 13F-HR | 17 Jul 2023, 13:58 |
| Q1 2023 | 162 | $639,256,128 | +$147,326,015 | -$48,100,696 | +$99,225,319 | BIL, SPY, IJH, ISTB, DIVO | 13F-HR | 11 Apr 2023, 19:19 |
| Q4 2022 | 165 | $522,665,000 | +$62,408,034 | -$27,896,336 | +$34,511,698 | SPY, BIL, IJH, ISTB, DIVO | 13F-HR | 12 Jan 2023, 15:06 |
| Q3 2022 | 157 | $463,584,000 | +$138,801,069 | -$53,168,505 | +$85,632,564 | SPY, BIL, IJH, SUB, IJR | 13F-HR | 12 Jan 2023, 15:04 |
| Q2 2022 | 148 | $401,036,000 | +$74,780,793 | -$34,918,576 | +$39,862,217 | SPY, IJH, IEMG, IJR, DIVO | 13F-HR | 12 Jan 2023, 15:02 |
| Q1 2022 | 170 | $409,073,000 | +$169,555,801 | -$46,684,784 | +$122,871,017 | SPY, IJH, IEMG, IJR, IEFA | 13F-HR | 02 May 2022, 09:05 |
| Q3 2021 | 73 | $288,953,000 | +$65,289,879 | -$68,535,883 | -$3,246,004 | SPY, IJH, IEMG, IEFA, SMMU | 13F-HR | 25 Oct 2021, 14:17 |
| Q1 2021 | 153 | $286,059,000 | +$42,061,263 | -$17,249,687 | +$24,811,576 | SPY, IEMG, IJH, IEFA, ISTB | 13F-HR | 27 May 2021, 09:17 |
| Q4 2020 | 124 | $252,562,000 | $0 | $0 | $0 | SPY, IEMG, EFA, ISTB, IEFA | 13F-HR | 16 Feb 2021, 10:53 |