MBA Advisors LLC
•CIK: 1848704•Filing: Q4 2025
**MBA Advisors LLC** manages $248M across a diversified portfolio of 138 positions. The fund exhibits notable allocations to sector and asset class staples, with top holdings including BIV at $15.8M and IQLT at $12.6M. Significant weightings are also observed in broad market exposure via SCHX ($10.7M) and SCHG ($10.6M). These concentrated positions suggest a tactical approach balancing growth potential with established market sector exposure.
Total AUM
$248.1M
QoQ Performance
+6.0%
Positions
99
Top 10 Concentration
42.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BIV
IQLT
BIV6.4%
IQLT5.1%
SCHX4.3%
SCHG4.3%
IAU*4.0%
DGRW4.0%
SHY3.8%
SCHD3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.5%
Technology7.4%
Healthcare2.8%
Financial2.1%
Consumer1.8%
Industrial1.4%
ETF1.2%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW8 new positions
↑67 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023