MBL Wealth, LLC
•CIK: 1845785•Filing: Q4 2025
**MBL Wealth, LLC** manages $1.1B across a diversified portfolio of 290 positions. The fund exhibits notable allocations to fixed income and global equities, highlighted by the top holdings in BIL ($100.3M) and IJH ($57.2M). Further diversification is evident with significant exposure to commodities via GLDM ($43.8M) and international markets through IEMG ($43.0M). This structure suggests a tactical approach balancing yield generation with global asset class diversification.
Total AUM
$1.1B
QoQ Performance
-4.3%
Positions
192
Top 10 Concentration
42.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL
IJH
BIL9.4%
IJH5.3%
GLDM4.1%
IEMG4.0%
DIVO3.9%
ISTB3.5%
DFNM3.2%
UITB2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.5%
Technology6.0%
Financial2.3%
Consumer2.2%
Healthcare0.9%
Industrial0.8%
ETF0.6%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+54 more exited positions
Changes from Q3 2025
NEW14 new positions
↑140 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023