MBE Wealth Management, LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$240.7M
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: New position (8.8k shares)
11.8%
02
$VB
VANGUARD INDEX FDS
Q1 2026: New position (387 shares)
10.8%
03
$SPYV
SPDR SERIES TRUST
Q1 2026: New position (10.9k shares)
10.6%
04
$IVV
ISHARES TR
Q1 2026: New position (3.1k shares)
5.0%
05
$ACIO
ETF SER SOLUTIONS
Held since at least Q1 2024
4.9%
06
$DRSK
ETF SER SOLUTIONS
Held since at least Q1 2024
3.3%
07
$IDUB
ETF SER SOLUTIONS
Held since at least Q1 2024
3.3%
08
$SCHP
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.2%
09
$OSCV
ETF SER SOLUTIONS
Held since at least Q1 2024
2.3%
10
$DUBS
ETF SER SOLUTIONS
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:14 UTC.