MEMBERS WEALTH LLC - Portfolio overview

MEMBERS WEALTH LLC has 124 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.20%
2. FBND - FIDELITY MERRIMACK STR TR, 7.04%
3. SPYG - SPDR SERIES TRUST, 5.73%

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

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