MBE Wealth Management, LLC
All 13F Filings
- Location
- Tomah, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 238,838
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 133 | 238,838 | 13F-HR | MBE Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 138 | 231,221 | 13F-HR | MBE Wealth Management, LLC |
| Q2 2025 | 7/16/2025 | 135 | 229,978 | 13F-HR | MBE Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.9 K | 73.2% | 5.35 K | 0 | 5.35 K |
| ETFs | 63.98 K | 26.8% | 2.268 K | 0 | 2.268 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
238,838
Holdings
133
QoQ value change ($000)
7,617
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.