MEMBERS WEALTH LLC
All 13F Filings
- Location
- Media, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 159,677
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 106 | 159,677 | 13F-HR | MEMBERS WEALTH LLC |
| Q3 2025 | 11/13/2025 | 104 | 157,889 | 13F-HR | MEMBERS WEALTH LLC |
| Q2 2024 | 7/10/2025 | 108 | 149,121 | 13F-HR | MEMBERS WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.31 K | 53.4% | 0 | 1.503 K | -1.503 K |
| ETFs | 56.69 K | 35.5% | 2.275 K | 0 | 2.275 K |
| Debt | 17.67 K | 11.1% | 1.012 K | 0 | 1.012 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
159,677
Holdings
106
QoQ value change ($000)
1,788
(1.1%)
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.