MEMBERS WEALTH LLC
All 13F Filings
- Location
- Media, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 182,431
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 120 | 182,431 | 13F-HR | MEMBERS WEALTH LLC |
| Q1 2026 | 4/23/2026 | 113 | 167,387 | 13F-HR | MEMBERS WEALTH LLC |
| 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 | 33.35 K | 18.3% | 570 | 0 | 570 |
| ETFs | 128.5 K | 70.5% | 11.1 K | 0 | 11.1 K |
| Debt | 20.55 K | 11.3% | 3.372 K | 0 | 3.372 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
182,431
Holdings
120
QoQ value change ($000)
15,044
(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.