MB Generational Wealth, LLC - Portfolio overview

MB Generational Wealth, LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Communication Services.

Largest reported holdings by portfolio allocation

1. DUHP - DIMENSIONAL ETF TRUST, 10.88%
2. AVUV - AMERICAN CENTY ETF TR, 10.76%
3. DISV - DIMENSIONAL ETF TRUST, 9.56%

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

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