MBE Wealth Management, LLC
•CIK: 1775850•Filing: Q4 2025
**MBE Wealth Management, LLC** manages $239M across a diversified portfolio of 133 positions. The strategy shows significant concentration in major indices and sector ETFs, notably holding NDQ at $29.8M and VB at $26.0M. Further core allocations include SPYV ($25.2M) and ACIO ($12.4M), indicating a focus on broad market exposure and sector-specific growth plays. This structure suggests a systematic, index-aware approach to capital preservation and growth.
Total AUM
$238.8M
QoQ Performance
+3.3%
Positions
88
Top 10 Concentration
58.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
VB
SPYV
ACIO
IVV
NDQ12.5%
VB10.9%
SPYV10.6%
ACIO5.2%
IVV5.0%
SCHP3.4%
DRSK3.4%
IDUB3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.1%
ETF5.0%
Technology2.9%
Healthcare1.6%
Consumer1.4%
Financial1.4%
Consumer Staples0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW4 new positions
↑74 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023