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Steve Marciniak

Mbl Wealth, Llc

Assets Managed
$1.465B
Holdings
381
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.89%(2Q avg: 8.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mbl Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 381 positions.

Assets under management

The assets under management (AUM) of Mbl Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.465B in assets, with a quarterly growth rate of 10.89% and a 2-quarter average growth rate of 8.4%. The portfolio is managed by Steve Marciniak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.25%
11.14%
$163.131M↓ Put
218,449 shares@ $746.77 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 15.13%
9.5%
$139.113M
1.518M shares@ $91.65 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 3.74%
4.97%
$72.696M
942,760 shares@ $77.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.83%
3.78%
$55.345M
668,096 shares@ $82.85 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 4.48%
3.2%
$46.877M
1.026M shares@ $45.7 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 4.81%
2.89%
$42.21M
874,816 shares@ $48.25 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 1.13%
2.81%
$41.03M
516,616 shares@ $79.43 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.8%
2.73%
$39.958M
269,424 shares@ $148.32 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 4.98%
2.57%
$37.532M
776,501 shares@ $48.34 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 5.26%
2.43%
$35.539M
758,771 shares@ $46.84 avg price

1-10 of 381