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Andy Bloom

Mb Generational Wealth, Llc

Assets Managed
$180.832M
Holdings
66
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-4.27%(2Q avg: 7.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mb Generational Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Mb Generational Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 180.832M in assets, with a quarterly growth rate of -4.27% and a 2-quarter average growth rate of 7.86%. The portfolio is managed by Andy Bloom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -3.71%
10.94%
$19.775M
537,956 shares@ $36.77 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.18%
10.83%
$19.571M
177,158 shares@ $110.48 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 1.07%
9.62%
$17.387M
440,843 shares@ $39.45 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.31%
8.66%
$15.646M
81,569 shares@ $191.81 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -0.94%
8.07%
$14.587M
45,861 shares@ $318.07 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -0.03%
5.67%
$10.237M
126,993 shares@ $80.62 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 18.09%
4.92%
$8.895M
228,900 shares@ $38.86 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 0.08%
3.6%
$6.506M
201,920 shares@ $32.22 avg price
ISCV
Ishares Morningstar Small-ca
Recent Activity
3.39%
$6.118M
88,015 shares@ $69.52 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 5.85%
2.39%
$4.313M
104,960 shares@ $41.09 avg price

1-10 of 66