MBL Wealth, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,247,841
- Description
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- 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 | 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):
1.475 K
(0.1% of total reported value)
· QoQ Δ:
+53
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 939.7 K | 75.4% | 86.49 K | 0 | 86.49 K |
| ETFs | 262.4 K | 21.1% | 14.81 K | 0 | 14.81 K |
| Debt | 6.577 K | 0.5% | 0 | 13 | -13 |
| Other | 37.76 K | 3.0% | 1.295 K | 0 | 1.295 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
1,247,841
Holdings
293
QoQ value change ($000)
102,645
(9.0%)
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.