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Home > Institutional Investor > Mbl Wealth, Llc > Profile

Instuitional Investor - Mbl Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mbl Wealth, Llc
Portfolio Value $1,247,840,957
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 213,661 $145,699,880 11.68%
2.
Spdr Series Trust
 1,098,043 $100,339,134 8.04%
3.
Ishares Trust
 IEF 867,419 $57,249,670 4.59%
4.
World Gold Tr
 512,932 $43,789,005 3.51%
5.
Ishares Inc - CORE MSCI EMKT
 639,337 $42,976,214 3.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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