MBA Advisors LLC
All 13F Filings
- Location
- Hermitage, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 260,296
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.43 K | 29.4% | 0 | 106.1 K | -106.1 K |
| ETFs | 183.6 K | 70.5% | 118 K | 0 | 118 K |
| Debt | 276 | 0.1% | 276 | 0 | 276 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
260,296
Holdings
146
QoQ value change ($000)
12,187
(4.9%)
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.