MB Generational Wealth, LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 203,895
- Description
- —
- Website
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- 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 | 7/31/2026 | 66 | 203,895 | 13F-HR | MB Generational Wealth, LLC |
| Q1 2026 | 5/4/2026 | 66 | 180,832 | 13F-HR | MB Generational Wealth, LLC |
| Q4 2025 | 2/10/2026 | 67 | 188,903 | 13F-HR | MB Generational Wealth, LLC |
| Q3 2025 | 11/6/2025 | 66 | 157,438 | 13F-HR | MB Generational Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.184 K | 0.6% | 92 | 0 | 92 |
| ETFs | 202.7 K | 99.4% | 22.97 K | 0 | 22.97 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
203,895
Holdings
66
QoQ value change ($000)
23,063
(12.8%)
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.