MBA Advisors LLC
All 13F Filings
- Location
- Hermitage, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 297,077
- Description
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- Website
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- Founded
- —
- 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 | 7/28/2026 | 166 | 297,077 | 13F-HR | MBA Advisors LLC |
| Q1 2026 | 4/20/2026 | 146 | 260,296 | 13F-HR | MBA Advisors LLC |
| Q4 2025 | 1/21/2026 | 138 | 248,109 | 13F-HR | MBA Advisors LLC |
| Q3 2025 | 10/28/2025 | 142 | 234,081 | 13F-HR | MBA Advisors LLC |
| Q2 2025 | 7/17/2025 | 134 | 216,671 | 13F-HR | MBA Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.403 K
(1.1% of total reported value)
· QoQ Δ:
+3.403 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.98 K | 29.6% | 10.56 K | 0 | 10.56 K |
| ETFs | 206.7 K | 70.4% | 23.1 K | 0 | 23.1 K |
| Debt | 0 | 0.0% | 0 | 276 | -276 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
297,077
Holdings
166
QoQ value change ($000)
36,781
(14.1%)
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.