MBL Wealth, LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$1.3B
Holdings
330
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Increased +101.4% (212.2k → 427.3k shares)
10.8%
02
$BIL
SPDR SERIES TRUST
Q4 2025: Increased +25015.3% (4.4k → 1.10M shares)
9.1%
03
$IJH
ISHARES TR
Q4 2025: Increased +4.2% (832.3k → 867.4k shares)
4.6%
04
$GLDM
WORLD GOLD TR
Q4 2025: Sold 0.8% (516.8k → 512.9k shares)
3.6%
05
$IEMG
ISHARES INC
Q4 2025: Increased +2.4% (624.2k → 639.3k shares)
3.5%
06
$DIVO
AMPLIFY ETF TR
Q4 2025: Increased +2.6% (917.3k → 941.6k shares)
3.3%
07
$ISTB
ISHARES TR
Q4 2025: Increased +3.7% (746.5k → 774.5k shares)
3.1%
08
$DFNM
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.9% (680.4k → 707.1k shares)
2.7%
09
$UITB
VICTORY PORTFOLIOS II
Q4 2025: Increased +6.7% (620.8k → 662.5k shares)
2.6%
10
$IJR
ISHARES TR
Q4 2025: Increased +2.6% (250.1k → 256.5k shares)
2.5%
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 08:13 UTC.