MBL Wealth, LLC - Portfolio overview

MBL Wealth, LLC has 349 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 11.10%
2. BIL - SPDR SERIES TRUST, 9.47%
3. IJH - ISHARES TR, 4.81%

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

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