Leslie Childs

Mb, Levis & Associates, Llc

Assets Managed

$271.357M

Holdings

254

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

13.22%(2Q avg: 7.06%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Mb, Levis & Associates, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 254 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 271.357M in assets, with a quarterly growth rate of 13.22% and a 2-quarter average growth rate of 7.06%. The portfolio is managed by Leslie Childs, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VV Vanguard Large-cap Etf Recent Activity Increased 0.55%	8.43%	$22.871M 66,504 shares@ $343.92 avg price	Increased 0.55%
VEU Vanguard Ftse All-world Ex-u Recent Activity Increased 0.77%	8.27%	$22.431M 267,836 shares@ $83.76 avg price	Increased 0.77%
DHS Wisdomtree Us High Dividend Recent Activity Increased 0.27%	6.65%	$18.038M 158,666 shares@ $113.69 avg price	Increased 0.27%
DGRW Wisdomtree U.s. Quality Divi Recent Activity Increased 0.05%	6.15%	$16.68M 174,441 shares@ $95.63 avg price	Increased 0.05%
VCRM Vanguard Core Tax-ex Bond Recent Activity Increased 0.56%	5.15%	$13.972M 182,879 shares@ $76.4 avg price	Increased 0.56%
IBCA Ishares Ibonds Dec 2035 Tc Recent Activity Increased 1.17%	5.12%	$13.882M 542,068 shares@ $25.61 avg price	Increased 1.17%
IBCB Ishares Ibon Dec 2036 Tc Etf Recent Activity New Position	5.11%	$13.866M 551,113 shares@ $25.16 avg price	New Position
IBDZ Isharesibondsdec2034tmcorp Recent Activity Increased 0.96%	4.95%	$13.43M 515,551 shares@ $26.05 avg price	Increased 0.96%
IBDX Ishares Ibonds Dec 2032 Tc Recent Activity Increased 1.22%	4.9%	$13.289M 527,546 shares@ $25.19 avg price	Increased 1.22%
VB Vanguard Small-cap Etf Recent Activity Increased 6238.35%	4.71%	$12.776M 42,150 shares@ $303.12 avg price	Increased 6238.35%

1-10 of 254