MB, LEVIS & ASSOCIATES, LLC - Portfolio overview

MB, LEVIS & ASSOCIATES, LLC has 260 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. VEU - VANGUARD INTL EQUITY INDEX F, 8.32%
2. VV - VANGUARD INDEX FDS, 8.24%
3. DHS - WISDOMTREE TR, 7.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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