MB, LEVIS & ASSOCIATES, LLC
All 13F Filings
- Location
- Center Valley, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 271,357
- Description
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- 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 | 7/22/2026 | 254 | 271,357 | 13F-HR | MB, LEVIS & ASSOCIATES, LLC |
| Q1 2026 | 4/7/2026 | 234 | 239,680 | 13F-HR | MB, LEVIS & ASSOCIATES, LLC |
| Q4 2025 | 1/14/2026 | 245 | 237,546 | 13F-HR | MB, LEVIS & ASSOCIATES, LLC |
| Q3 2025 | 10/15/2025 | 244 | 231,104 | 13F-HR | MB, LEVIS & ASSOCIATES, LLC |
| Q2 2025 | 7/29/2025 | 266 | 227,636 | 13F-HR | MB, LEVIS & ASSOCIATES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.81 K | 36.4% | 11.21 K | 0 | 11.21 K |
| ETFs | 105.3 K | 38.8% | 19.9 K | 0 | 19.9 K |
| Debt | 67.24 K | 24.8% | 576 | 0 | 576 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
271,357
Holdings
254
QoQ value change ($000)
31,677
(13.2%)
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.