Quick Takeaways
- MBL Wealth, LLC reported 13f holdings report, stock holdings for Q2 2025.
- Reported holdings value: $1,044,662,164.
- 239 holdings are listed in this filing snapshot.
MBL Wealth, LLC
Q2 2025 13F Holdings Report, Stock Holdings
- Signature - Title
- Steve Marciniak - Chief Compliance Officer
- Location
- Charlotte, NC
- Holdings as of
- 30 Jun 2025
- Value $
- $1,044,662,164
- Num holdings
- 239
- Filing time
- 22 Jul 2025, 10:48:13 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included SPY, BIL, IJH, DIVO, and IEMG.
- Previous filing
- Q1 2025 - 21 May 2025
- Next filing
- Q3 2025 - 16 Oct 2025
- SEC
- View on sec.gov
- Options Holdings
- Showing stock holdings, see here for options holdings
MBL Wealth, LLC Q2 2025 Portfolio
Quoteable Key Fact
"MBL Wealth, LLC reported $1,044,662,164 across 239 holdings in Q2 2025."
What Changed
- Previous comparable filing: Q1 2025.
- Value moved from $986,928,854 to $1,044,662,164.
Why This Matters
- This filing-level page explains what the portfolio report tells you before the holdings table.
- You can cite quarter, value, and filing timestamp directly from SEC-linked data.
Official SEC Source
Backed by Form 13F
Portfolio-level numbers on this page come from the original SEC Form 13F filing.
See Original Filing| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Steve Marciniak | Chief Compliance Officer | Charlotte, North Carolina | 22 Jul 2025 |
Other Included Managers (4):
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | Naples, FL | 028-15439 |
| 2 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Boston, MA | 028-10477 |
| 3 | Baird Financial Group, Inc. | Milwaukee, WI | 028-16981 |
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | Seattle, WA | 028-04558 |