MB Generational Wealth, LLC
CIK: 0002009056SEC EDGAR →
Portfolio Value
$188.9M
Holdings
67
As of
Q4 2025
New Positions
67
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 558,704 | $21.2M | 11.25% |
| 2 | AMERICAN CENTY ETF TR | 176,849 | $18.0M | 9.55% |
| 3 | DIMENSIONAL ETF TRUST | 436,199 | $16.6M | 8.77% |
| 4 | ISHARES TR | 82,653 | $16.4M | 8.69% |
| 5 | ISHARES TR | 46,297 | $15.9M | 8.41% |
| 6 | AMERICAN CENTY ETF TR | 127,035 | $9.6M | 5.10% |
| 7 | DIMENSIONAL ETF TRUST | 193,836 | $7.7M | 4.06% |
| 8 | GE AEROSPACE | 22,864 | $7.0M | 3.73% |
| 9 | CLEANCORE SOLUTIONS INC | 29,000 | $7.0M | 3.71% |
| 10 | DIMENSIONAL ETF TRUST | 201,766 | $6.4M | 3.38% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (67)
$21.2M · 559K shares
$18.0M · 177K shares
$16.6M · 436K shares
$16.4M · 83K shares
$15.9M · 46K shares
$9.6M · 127K shares
$7.7M · 194K shares
$7.0M · 23K shares
$7.0M · 29K shares
$6.4M · 202K shares
$6.0M · 88K shares
$5.0M · 1.6M shares
$4.3M · 99K shares
$4.1M · 71K shares
$3.3M · 5K shares
$2.5M · 53K shares
$2.5M · 58K shares
$2.2M · 30K shares
$2.1M · 6K shares
$2.0M · 48K shares
$2.0M · 41K shares
$1.9M · 59K shares
$1.9M · 40K shares
$1.9M · 9K shares
$1.7M · 48K shares
$1.6M · 37K shares
$1.6M · 20K shares
$1.5M · 20K shares
$1.3M · 53K shares
$1.3M · 17K shares
$1.2M · 24K shares
$1.1M · 8K shares
$1.1M · 6K shares
$1.0M · 17K shares
$902K · 21K shares
$876K · 6K shares
$825K · 25K shares
$805K · 3K shares
$786K · 16K shares
$763K · 18K shares
$742K · 16K shares
$643K · 24K shares
$594K · 13K shares
$539K · 12K shares
$515K · 8K shares
$473K · 1K shares
$435K · 7K shares
$362K · 5K shares
$344K · 7K shares
$341K · 9K shares
$337K · 11K shares
$336K · 4K shares
$321K · 4K shares
$317K · 3K shares
$304K · 7K shares
$304K · 486 shares
$304K · 9K shares
$303K · 7K shares
$299K · 6K shares
$299K · 3K shares
$298K · 5K shares
$293K · 7K shares
$286K · 916 shares
$252K · 24K shares
$238K · 2K shares
$238K · 5K shares
$217K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $176.1M | 89.9% |
| Industrials | 2 | $14.0M | 7.2% |
| Healthcare | 1 | $5.0M | 2.5% |
| Unknown | 1 | $473K | 0.2% |
| Communication Services | 1 | $286K | 0.1% |