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Home > Institutional Investor > Mbe Wealth Management, Llc > Profile

Instuitional Investor - Mbe Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mbe Wealth Management, Llc
Portfolio Value $284,450,557
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 47,304 $34,834,920 12.25%
2.
Vanguard Index Fds - SMALL CP ETF
 98,047 $29,719,960 10.45%
3.
Spdr Series Trust
 KRE 459,724 $27,946,614 9.82%
4.
Ishares Trust
 IEF 18,305 $13,708,335 4.82%
5.
Etf Ser Solutions
 280,648 $12,949,084 4.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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