Steve Marciniak

Mbl Wealth, Llc

Assets Managed

$1.321B

Holdings

331

Last Quarter

2026 - Q1

Filed Date

28d ago

Growth Rate

5.9%(2Q avg: 7.43%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mbl Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 331 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.321B in assets, with a quarterly growth rate of 5.9% and a 2-quarter average growth rate of 7.43%. The portfolio is managed by Steve Marciniak, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 1.89%	10.78%	$142.431M↓ Put 219,009 shares@ $650.35 avg price	Increased 1.89%
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity Increased 20.1%	9.15%	$120.84M 1.319M shares@ $91.65 avg price	Increased 20.1%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 4.78%	4.65%	$61.371M 908,796 shares@ $67.54 avg price	Increased 4.78%
GLDM Spdr Gold Minishares Trust Recent Activity Decreased -0.4%	3.59%	$47.353M 510,875 shares@ $92.7 avg price	Decreased -0.4%
IEMG Ishares Core Msci Emerging Recent Activity Increased 2.63%	3.47%	$45.765M 656,127 shares@ $69.75 avg price	Increased 2.63%
DIVO Amplify Cwp Enhanced Dividen Recent Activity Increased 4.28%	3.34%	$44.033M 981,793 shares@ $44.86 avg price	Increased 4.28%
ISTB Ishares Core 1-5 Year Usd Bo Recent Activity Increased 7.79%	3.07%	$40.45M 834,719 shares@ $48.46 avg price	Increased 7.79%
DFNM Dimensional National Muni Bd Recent Activity Increased 4.62%	2.69%	$35.455M 739,735 shares@ $47.94 avg price	Increased 4.62%
UITB Victoryshares Core Intermedi Recent Activity Increased 8.81%	2.57%	$33.893M 720,875 shares@ $47.02 avg price	Increased 8.81%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 3.18%	2.49%	$32.902M 264,674 shares@ $124.32 avg price	Increased 3.18%

1-10 of 331