MBE Wealth Management, LLC
All 13F Filings
- Location
- Tomah, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 284,451
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 170 | 284,451 | 13F-HR | MBE Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 141 | 240,745 | 13F-HR | MBE Wealth Management, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.65 K | 15.7% | 6.277 K | 0 | 6.277 K |
| ETFs | 239.8 K | 84.3% | 37.43 K | 0 | 37.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
284,451
Holdings
170
QoQ value change ($000)
43,706
(18.2%)
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.