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Leslie Childs

Mb, Levis & Associates, Llc

Assets Managed
$239.68M
Holdings
234
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
0.9%(2Q avg: 1.85%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mb, Levis & Associates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Mb, Levis & Associates, 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 - Q1, they manage 239.68M in assets, with a quarterly growth rate of 0.9% and a 2-quarter average growth rate of 1.85%. The portfolio is managed by Leslie Childs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 0.12%
8.33%
$19.962M
265,807 shares@ $75.1 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.81%
8.25%
$19.768M
66,145 shares@ $298.86 avg price
DHS
Wisdomtree Us High Dividend
Recent Activity
Increased 1.08%
7.22%
$17.283M
158,245 shares@ $109.22 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.57%
6.39%
$15.315M
174,355 shares@ $87.84 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 1.06%
5.75%
$13.759M
657,363 shares@ $20.94 avg price
IBCA
Ishares Ibonds Dec 2035 Tc
Recent Activity
Increased 1.14%
5.74%
$13.738M
535,802 shares@ $25.65 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Increased 0.87%
5.71%
$13.668M
181,877 shares@ $75.15 avg price
IBDZ
Isharesibondsdec2034tmcorp
Recent Activity
Increased 1.29%
5.56%
$13.308M
510,649 shares@ $26.06 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
Increased 1.61%
5.5%
$13.171M
521,224 shares@ $25.28 avg price
IBDY
Ishares Ibonds Dec 2033 Corp
Recent Activity
Increased 1.65%
5.29%
$12.672M
490,228 shares@ $25.86 avg price

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