MBL Wealth, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$1.2T
Holdings
290
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (290 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PFEPFIZER INC | 16,507 | $411.0M | 0.03% | |
| 202 | RIVNRIVIAN AUTOMOTIVE INC | 20,850 | $410.0M | 0.03% | |
| 203 | GMARFIRST TR EXCHNG TRADED FD VI | 10,000 | $409.0M | 0.03% | |
| 204 | BONDPIMCO ETF TR | 4,180 | $389.0M | 0.03% | |
| 205 | GILDGILEAD SCIENCES INC | 3,171 | $389.0M | 0.03% | |
| 206 | CRMSALESFORCE INC | 1,454 | $385.0M | 0.03% | |
| 207 | NEENEXTERA ENERGY INC | 4,748 | $381.0M | 0.03% | |
| 208 | JQUAJ P MORGAN EXCHANGE TRADED F | 6,000 | $379.0M | 0.03% | |
| 209 | HYGISHARES TR | 4,665 | $376.0M | 0.03% | |
| 210 | 4I1PHILIP MORRIS INTL INC | 2,338 | $374.0M | 0.03% | |
| 211 | VSTVISTRA CORP | 2,311 | $372.0M | 0.03% | |
| 212 | NVDYTIDAL TRUST II | 25,400 | $371.0M | 0.03% | |
| 213 | MLPXGLOBAL X FDS | 6,105 | $369.0M | 0.03% | |
| 214 | LMTLOCKHEED MARTIN CORP | 763 | $369.0M | 0.03% | |
| 215 | DGDOLLAR GEN CORP NEW | 2,771 | $367.0M | 0.03% | |
| 216 | DNUTKRISPY KREME INC | 91,000 | $364.0M | 0.03% | Call |
| 217 | PSXPHILLIPS 66 | 2,735 | $352.0M | 0.03% | |
| 218 | VBKVANGUARD INDEX FDS | 1,165 | $351.0M | 0.03% | |
| 219 | AMZUDIREXION SHS ETF TR | 10,000 | $349.0M | 0.03% | |
| 220 | EYLDCAMBRIA ETF TR | 8,897 | $341.0M | 0.03% | |
| 221 | VTVVANGUARD INDEX FDS | 1,781 | $340.0M | 0.03% | |
| 222 | INTCINTEL CORP | 9,205 | $339.0M | 0.03% | |
| 223 | SHWSHERWIN WILLIAMS CO | 1,038 | $336.0M | 0.03% | |
| 224 | HONHONEYWELL INTL INC | 1,727 | $336.0M | 0.03% | |
| 225 | XFEBFIRST TR EXCHNG TRADED FD VI | 8,000 | $330.0M | 0.03% | |
| 226 | KLACKLA CORP | 267 | $324.0M | 0.03% | |
| 227 | BNDVANGUARD BD INDEX FDS | 4,385 | $324.0M | 0.03% | |
| 228 | MKLMARKEL GROUP INC | 149 | $320.0M | 0.03% | |
| 229 | FNBF N B CORP | 18,681 | $319.0M | 0.03% | |
| 230 | FLQMFRANKLIN TEMPLETON ETF TR | 5,660 | $318.0M | 0.03% | |
| 231 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,630 | $318.0M | 0.03% | |
| 232 | GSLCGOLDMAN SACHS ETF TR | 2,370 | $313.0M | 0.03% | |
| 233 | PEPPEPSICO INC | 2,181 | $313.0M | 0.03% | |
| 234 | PJANINNOVATOR ETFS TRUST | 6,600 | $310.0M | 0.02% | |
| 235 | VOTVANGUARD INDEX FDS | 1,105 | $308.0M | 0.02% | |
| 236 | MDYSPDR S&P MIDCAP 400 ETF TR | 500 | $301.0M | 0.02% | |
| 237 | SCHCSCHWAB STRATEGIC TR | 6,500 | $295.0M | 0.02% | |
| 238 | IWBISHARES TR | 787 | $293.0M | 0.02% | |
| 239 | AMGNAMGEN INC | 897 | $293.0M | 0.02% | |
| 240 | SLBSLB LIMITED | 7,656 | $293.0M | 0.02% | |
| 241 | PKGPACKAGING CORP AMER | 1,409 | $290.0M | 0.02% | |
| 242 | DVNDEVON ENERGY CORP NEW | 7,852 | $287.0M | 0.02% | |
| 243 | ASMLASML HOLDING N V | 266 | $284.0M | 0.02% | |
| 244 | AMATAPPLIED MATLS INC | 1,108 | $284.0M | 0.02% | |
| 245 | EEMISHARES TR | 5,103 | $279.0M | 0.02% | |
| 246 | CMECME GROUP INC | 1,002 | $273.0M | 0.02% | |
| 247 | FTREFORTREA HLDGS INC | 15,810 | $272.0M | 0.02% | |
| 248 | FLRNSPDR SERIES TRUST | 8,747 | $268.0M | 0.02% | |
| 249 | FICOFAIR ISAAC CORP | 158 | $267.0M | 0.02% | |
| 250 | CBCHUBB LIMITED | 858 | $267.0M | 0.02% | |
| 251 | MASMASCO CORP | 4,173 | $264.0M | 0.02% | |
| 252 | VRTXVERTEX PHARMACEUTICALS INC | 584 | $264.0M | 0.02% | |
| 253 | NUENUCOR CORP | 1,615 | $263.0M | 0.02% | |
| 254 | IYWISHARES TR | 1,287 | $256.0M | 0.02% | |
| 255 | AZNASTRAZENECA PLC | 2,754 | $253.0M | 0.02% | |
| 256 | TAT&T INC | 10,204 | $253.0M | 0.02% | |
| 257 | VCITVANGUARD SCOTTSDALE FDS | 3,000 | $251.0M | 0.02% | |
| 258 | GSEPFIRST TR EXCHNG TRADED FD VI | 6,400 | $247.0M | 0.02% | |
| 259 | SCHDSCHWAB STRATEGIC TR | 8,912 | $244.0M | 0.02% | |
| 260 | VMCVULCAN MATLS CO | 855 | $243.0M | 0.02% | |
| 261 | MUBISHARES TR | 2,268 | $242.0M | 0.02% | |
| 262 | ULUNILEVER PLC | 3,679 | $240.0M | 0.02% | |
| 263 | ABTABBOTT LABS | 1,915 | $239.0M | 0.02% | |
| 264 | PAPRINNOVATOR ETFS TRUST | 6,102 | $238.0M | 0.02% | |
| 265 | LQDALIQUIDIA CORPORATION | 6,844 | $236.0M | 0.02% | |
| 266 | EPDENTERPRISE PRODS PARTNERS L | 7,320 | $234.0M | 0.02% | |
| 267 | BSXBOSTON SCIENTIFIC CORP | 2,436 | $232.0M | 0.02% | |
| 268 | IJJISHARES TR | 1,750 | $230.0M | 0.02% | |
| 269 | TXNTEXAS INSTRS INC | 1,322 | $229.0M | 0.02% | |
| 270 | ARCCARES CAPITAL CORP | 11,316 | $228.0M | 0.02% | |
| 271 | RUNSUNRUN INC | 12,345 | $227.0M | 0.02% | |
| 272 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,503 | $227.0M | 0.02% | |
| 273 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,954 | $226.0M | 0.02% | |
| 274 | PRFZINVESCO EXCHANGE TRADED FD T | 4,889 | $224.0M | 0.02% | |
| 275 | LINLINDE PLC | 515 | $219.0M | 0.02% | |
| 276 | IGSBISHARES TR | 4,130 | $218.0M | 0.02% | |
| 277 | DFASDIMENSIONAL ETF TRUST | 3,139 | $218.0M | 0.02% | |
| 278 | TTTRANE TECHNOLOGIES PLC | 558 | $217.0M | 0.02% | |
| 279 | QQNITY ELECTRONICS INC | 2,613 | $213.0M | 0.02% | |
| 280 | VYMVANGUARD WHITEHALL FDS | 1,476 | $211.0M | 0.02% | |
| 281 | GLWCORNING INC | 2,393 | $209.0M | 0.02% | |
| 282 | XPEVXPENG INC | 10,284 | $208.0M | 0.02% | |
| 283 | DFACDIMENSIONAL ETF TRUST | 5,200 | $205.0M | 0.02% | |
| 284 | TRVTRAVELERS COMPANIES INC | 701 | $203.0M | 0.02% | |
| 285 | VHTVANGUARD WORLD FD | 707 | $203.0M | 0.02% | |
| 286 | XEXGXEATON VANCE TAX-MANAGED GLOB | 19,150 | $182.0M | 0.01% | |
| 287 | PKSTPEAKSTONE REALTY TRUST | 10,590 | $151.0M | 0.01% | |
| 288 | GCVGABELLI CONV & INC SECS FD I | 31,694 | $131.0M | 0.01% | |
| 289 | RXORXO INC | 10,010 | $126.0M | 0.01% | |
| 290 | FLYXFLYEXCLUSIVE INC | 28,200 | $115.0M | 0.01% |
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