MBE Wealth Management, LLC - Portfolio overview

MBE Wealth Management, LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 11.60%
2. VB - VANGUARD INDEX FDS, 10.65%
3. SPYV - SPDR SERIES TRUST, 10.45%

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

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