MBL Wealth, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,465,309
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 386 | 1,465,309 | 13F-HR | MBL Wealth, LLC |
| Q1 2026 | 4/28/2026 | 335 | 1,321,415 | 13F-HR | MBL Wealth, LLC |
| Q4 2025 | 1/21/2026 | 293 | 1,247,841 | 13F-HR | MBL Wealth, LLC |
| Q3 2025 | 10/16/2025 | 248 | 1,145,196 | 13F-HR | MBL Wealth, LLC |
| Q2 2025 | 7/22/2025 | 241 | 1,045,798 | 13F-HR | MBL Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.162 K
(0.1% of total reported value)
· QoQ Δ:
+693
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 410 K | 28.0% | 9.122 K | 0 | 9.122 K |
| ETFs | 1.052 M | 71.9% | 134.1 K | 0 | 134.1 K |
| Debt | 865 | 0.1% | 0 | 6 | -6 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
1,465,309
Holdings
386
QoQ value change ($000)
143,894
(10.9%)
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.