Latest MB Generational Wealth, LLC Stock Portfolio
About MB Generational Wealth, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MB Generational Wealth, LLC reported an equity portfolio of $157.4 Millions as of 30 Sep, 2025.
The top stock holdings of MB Generational Wealth, LLC are DFAC, AEMB, IBCE. The fund has invested 12.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.8% of portfolio in AMERICAN CENTY ETF TR.
MB Generational Wealth, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and ISHARES TR (IBCE).
The top stock holdings of MB Generational Wealth, LLC are DFAC, AEMB, IBCE. The fund has invested 12.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.8% of portfolio in AMERICAN CENTY ETF TR.
MB Generational Wealth, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and ISHARES TR (IBCE).
MB Generational Wealth, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 19,827,900 |
| american centy etf tr | 16,991,200 |
| ishares tr | 16,102,800 |
| ishares tr | 15,884,100 |
| dimensional etf trust | 14,985,400 |
| american centy etf tr | 9,157,440 |
| ishares tr | 6,256,840 |
| dimensional etf trust | 5,927,240 |
New stocks bought by MB Generational Wealth, LLC
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 97.6 |
| Healthcare | 2.4 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 97.6 |
| MICRO-CAP | 2.4 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
MB Generational Wealth, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MB Generational Wealth, LLC
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 3.97 | 93,893 | 6,256,840 | new | |||
| AAXJ | ishares tr | 0.81 | 16,533 | 1,268,410 | new | |||
| ACWF | ishares tr | 0.86 | 53,093 | 1,357,060 | new | |||
| ACWV | ishares inc | 0.33 | 7,645 | 519,172 | new | |||
| AEMB | american centy etf tr | 10.79 | 170,714 | 16,991,200 | new | |||
| AEMB | american centy etf tr | 5.82 | 126,729 | 9,157,440 | new | |||
| AEMB | american centy etf tr | 2.41 | 66,119 | 3,793,250 | new | |||
| AEMB | american centy etf tr | 0.97 | 20,396 | 1,531,940 | new | |||
| AEMB | american centy etf tr | 0.90 | 19,791 | 1,416,050 | new | |||
| AEMB | american centy etf tr | 0.59 | 20,808 | 925,540 | new | |||
| AEMB | american centy etf tr | 0.28 | 6,842 | 434,927 | new | |||
| AGT | ishares tr | 0.20 | 9,109 | 323,196 | new | |||
| BBAX | j p morgan exchange traded f | 0.20 | 4,445 | 311,728 | new | |||
| CGW | invesco exch traded fd tr ii | 0.22 | 8,250 | 339,158 | new | |||
| CSD | invesco exchange traded fd t | 0.24 | 5,121 | 375,318 | new | |||
| CWI | spdr index shs fds | 0.48 | 16,118 | 754,485 | new | |||
| CWI | spdr index shs fds | 0.19 | 6,875 | 294,182 | new | |||
| CWI | spdr index shs fds | 0.19 | 6,973 | 297,747 | new | |||
| DBEH | manager directed portfolios | 0.16 | 23,571 | 251,031 | new | |||
| DFAC | dimensional etf trust | 12.59 | 524,963 | 19,827,900 | new | |||