13F Filings History of MB Generational Wealth, LLC
- Latest 13F filing
- Q2 2026 - 31 Jul 2026
- Latest reported 13F value
- $203,894,918
- Largest 13F holdings
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AVUV DUHP DISV QUAL OEF AVLV DFAC ISCV DIHP DFSU AVES DFNM
+8 more
DFSD DFCF IVV DFAW DFIP DFSV DFAU VBR - Form 13F summary
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- MB Generational Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- MB Generational Wealth, LLC reported 66 equity holdings with a total reported market value of $203,894,918 for Q2 2026. Top reported holdings included AVUV, DUHP, DISV, QUAL, and OEF.
- Manager signature
- Andy Bloom - Chief Compliance Officer/Owner
- Manager location
- Spokane, WA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$203,894,918
Quarter delta
+$23,062,948
Accepted
31 Jul 2026, 10:41
Rows shown
1-10 of 10
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 66 | $203,894,918 | +$7,098,541 | -$3,135,600 | +$3,962,941 | AVUV, DUHP, DISV, QUAL, OEF | 13F-HR | 31 Jul 2026, 10:41 |
| Q1 2026 | 66 | $180,831,970 | +$5,286,392 | -$9,419,758 | -$4,133,366 | DUHP, AVUV, DISV, QUAL, OEF | 13F-HR | 04 May 2026, 16:34 |
| Q4 2025 | 67 | $188,903,454 | +$28,691,592 | -$2,120,884 | +$26,570,708 | DUHP, AVUV, DISV, QUAL, OEF | 13F-HR | 10 Feb 2026, 11:19 |
| Q3 2025 | 66 | $157,438,483 | +$18,802,455 | -$16,746,170 | +$2,056,285 | DUHP, AVUV, QUAL, OEF, DISV | 13F-HR | 05 Nov 2025, 20:49 |
| Q1 2025 | 51 | $133,974,187 | +$4,542,935 | -$3,899,575 | +$643,360 | AVUV, DUHP, QUAL, OEF, DISV | 13F-HR | 02 May 2025, 13:04 |
| Q4 2024 | 50 | $136,307,134 | +$4,195,816 | -$4,244,956 | -$49,140 | AVUV, DUHP, QUAL, OEF, DISV | 13F-HR | 03 Feb 2025, 21:45 |
| Q3 2024 | 57 | $138,876,516 | +$3,144,664 | -$1,636,370 | +$1,508,294 | AVUV, DUHP, QUAL, OEF, DISV | 13F-HR | 07 Nov 2024, 11:41 |
| Q2 2024 | 54 | $129,027,428 | +$4,090,581 | -$1,740,071 | +$2,350,510 | AVUV, DUHP, QUAL, OEF, DISV | 13F-HR | 23 Jul 2024, 21:51 |
| Q1 2024 | 61 | $88,624,130 | $0 | $0 | $0 | AVUV, DUHP, DISV, AVLV, DIHP | 13F-HR | 08 May 2024, 18:08 |
| Q4 2023 | 48 | $106,561,020 | $0 | $0 | $0 | AVUV, DUHP, QUAL, DISV, OEF | 13F-HR | 07 Feb 2024, 17:42 |