Notify me when MBA Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $248,108,522 | +$15,486,219 | -$5,781,195 | +$9,705,024 | BIV, IQLT, SCHX, SCHG, IAU | 13F-HR | 20 Jan 2026, 20:53 |
| Q3 2025 | 142 | $234,080,859 | +$9,521,641 | -$4,872,675 | +$4,648,966 | BIV, IQLT, SCHX, SCHG, DGRW | 13F-HR | 28 Oct 2025, 12:56 |
| Q2 2025 | 134 | $216,671,236 | +$14,129,047 | -$10,751,742 | +$3,377,305 | BIV, IQLT, SCHX, SCHG, DGRW | 13F-HR | 17 Jul 2025, 17:25 |
| Q1 2025 | 132 | $202,023,254 | +$16,116,764 | -$11,828,622 | +$4,288,142 | BIV, IQLT, SCHX, IAU, DGRW | 13F-HR | 28 Apr 2025, 17:55 |
| Q4 2024 | 127 | $197,225,135 | +$29,360,950 | -$15,696,690 | +$13,664,260 | BIV, SCHX, SCHG, IQLT, DGRW | 13F-HR | 28 Jan 2025, 18:23 |
| Q3 2024 | 130 | $208,308,600 | +$9,466,817 | -$8,715,746 | +$751,071 | BIV, IQLT, SCHX, SCHG, DGRW | 13F-HR | 24 Oct 2024, 17:57 |
| Q2 2024 | 126 | $195,556,398 | +$7,216,525 | -$6,046,331 | +$1,170,194 | BIV, ITOT, IQLT, SCHX, SCHG | 13F-HR | 30 Jul 2024, 17:20 |
| Q1 2024 | 126 | $193,404,493 | +$9,956,718 | -$7,022,810 | +$2,933,908 | BIV, ITOT, IQLT, SCHX, SCHG | 13F-HR | 26 Apr 2024, 15:56 |
| Q4 2023 | 122 | $179,398,615 | +$11,965,302 | -$9,076,433 | +$2,888,869 | ITOT, BIV, SCHG, SCHX, IQLT | 13F-HR | 19 Jan 2024, 16:26 |
| Q3 2023 | 115 | $162,948,723 | +$16,948,021 | -$16,124,479 | +$823,542 | BIV, ITOT, SCHG, IQLT, SCHD | 13F-HR | 19 Oct 2023, 11:46 |
| Q2 2023 | 119 | $167,322,641 | +$16,000,911 | -$14,396,359 | +$1,604,552 | ITOT, BIV, SCHM, SCHG, DGRW | 13F-HR | 21 Jul 2023, 10:46 |
| Q1 2023 | 122 | $160,632,542 | +$15,349,351 | -$11,879,103 | +$3,470,248 | BIV, SCHD, IEI, DGRW, SCHM | 13F-HR | 20 Apr 2023, 21:33 |
| Q4 2022 | 122 | $152,868,531 | +$8,771,919 | -$5,076,568 | +$3,695,351 | BIV, SCHD, SCHM, DGRW, SHV | 13F-HR | 25 Jan 2023, 20:30 |
| Q3 2022 | 122 | $138,219,000 | +$16,260,256 | -$14,087,047 | +$2,173,209 | BIV, IEI, SHY, SCHD, DGRW | 13F-HR | 31 Oct 2022, 18:17 |
| Q2 2022 | 128 | $145,509,000 | +$18,891,114 | -$17,450,630 | +$1,440,484 | IQLT, BIV, IEI, SCHD, SHY | 13F-HR | 08 Aug 2022, 15:22 |
| Q1 2022 | 149 | $161,458,000 | +$17,403,338 | -$7,024,195 | +$10,379,143 | IQLT, AAPL, SCHD, SCHX, SCHM | 13F-HR | 16 May 2022, 11:30 |
| Q4 2021 | 151 | $161,377,000 | +$20,568,358 | -$3,195,726 | +$17,372,632 | IQLT, AAPL, SCHD, SCHX, SCHM | 13F-HR | 11 Feb 2022, 13:56 |
| Q3 2021 | 134 | $135,501,000 | +$9,411,770 | -$6,473,649 | +$2,938,121 | IQLT, SCHM, SCHD, SCHX, BIV | 13F-HR | 15 Nov 2021, 18:49 |
| Q2 2021 | 136 | $133,630,000 | +$18,605,397 | -$12,127,542 | +$6,477,855 | IQLT, SCHD, SCHM, SCHX, DGRW | 13F-HR | 16 Aug 2021, 17:09 |
| Q1 2021 | 131 | $120,465,000 | $0 | $0 | $0 | SCHM, SCHD, IQLT, SCHX, DGRW | 13F-HR | 17 May 2021, 19:23 |