MBE Wealth Management, LLC

CIK

1775850

Location

TOMAH, WI

Portfolio Value

Micro $65,149,838

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,112 / 8,232 ▲ 266

Top Industry

Communication Equipment 12.5%

3Y Alpha vs SPY

+1.8%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.3%

SPY

+76.3%

Annualised alpha

+1.8%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.4%

−2.4 pts

Top 5

57.4%

−2.2 pts

Top 10

66.3%

−2.1 pts

HHI

1,986

Moderately concentrated−204

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.2%	$30,765,617	5
Technology	16.7%	$10,878,576	11
Healthcare	6.4%	$4,161,342	8
Consumer Defensive	5.3%	$3,480,404	6
Financial Services	5.2%	$3,380,435	6
Industrials	4.1%	$2,688,866	8
Utilities	3.8%	$2,500,409	6
Energy	3.8%	$2,447,774	5
Consumer Cyclical	3.2%	$2,108,989	5
Communication Services	2.1%	$1,353,852	3
Basic Materials	1.7%	$1,095,711	2
Real Estate	0.4%	$287,863	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+1,129	7,934	$263,408
NOW	ServiceNow, Inc.	+763	2,178	$227,709
ASTS	AST SpaceMobile, Inc.	+640	49,057	$4,065,353
VZ	Verizon Communications Inc	+622	8,330	$418,166
QQQ	Invesco Qqq Trust, Series 1	+459	49,015	$28,290,477
XOM	Exxon Mobil Corp	+393	6,317	$1,071,742
SO	Southern Co	+392	3,674	$354,614
PEP	Pepsico Inc	+215	7,427	$1,153,338
MSFT	Microsoft Corp	+191	3,380	$1,251,174
GOOGL	Alphabet Inc.	+183	1,992	$572,819
BR	Broadridge Financial Solutions, Inc.	+177	1,688	$274,266
CVX	Chevron Corp	+163	1,738	$359,592
MCD	Mcdonalds Corp	+160	2,150	$668,198
AAPL	Apple Inc.	+130	6,171	$1,566,138
JPM	Jpmorgan Chase & Co	+106	4,779	$1,405,790
JNJ	Johnson & Johnson	+104	1,844	$450,747
MO	Altria Group, Inc.	+90	7,062	$466,021
DSX	Diana Shipping Inc.	+85	20,776	$51,940
PGR	Progressive Corp/Oh/	+84	1,683	$333,637
HD	Home Depot, Inc.	+74	776	$255,218
AMZN	Amazon Com Inc	+72	4,031	$839,536
ABBV	AbbVie Inc.	+70	5,465	$1,188,582
CHE	Chemed Corp	+69	687	$259,507
AMD	Advanced Micro Devices Inc	+50	1,766	$359,257
EPD	Enterprise Products Partners L.P.	+43	7,623	$288,454
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−1,030	8,588	$585,186
IBIT	iShares Bitcoin Trust ETF	−759	5,823	$223,719
ECL	Ecolab Inc.	−400	2,627	$698,834
NVDA	Nvidia Corp	−338	11,682	$2,037,340
AVGO	Broadcom Inc.	−157	1,008	$311,986
GLDM	World Gold Trust	−102	6,018	$557,808
PWR	Quanta Services, Inc.	−86	833	$457,333
WMT	Walmart Inc.	−80	9,269	$1,151,951
FANG	Diamondback Energy, Inc.	−79	2,115	$418,325
COST	Costco Wholesale Corp /New	−15	290	$288,964
RTX	RTX Corp	−11	2,159	$416,471
TSLA	Tesla, Inc.	−8	849	$315,615
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
DUK	Duke Energy CORP	2,022	$264,760
PFE	Pfizer Inc	8,626	$242,218
MSI	Motorola Solutions, Inc.	521	$226,098
APH	Amphenol Corp /De/	1,711	$216,184
PG	PROCTER & GAMBLE Co	1,416	$204,527
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,332	$259,620
PLTR	Palantir Technologies Inc.	1,286	$228,586
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $65,149,838 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	49,015	+459	$28,290,477	−5.2%	43.42%
ASTS	AST SpaceMobile, Inc. Technology	Added	49,057	+640	$4,065,353	+15.6%	6.24%
NVDA	Nvidia Corp Technology	Reduced	11,682	-338	$2,037,340	−9.1%	3.13%
AAPL	Apple Inc. Technology	Added	6,171	+130	$1,566,138	−4.6%	2.40%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,779	+106	$1,405,790	−6.6%	2.16%
MSFT	Microsoft Corp Technology	Added	3,380	+191	$1,251,174	−18.9%	1.92%
ABBV	AbbVie Inc. Healthcare	Added	5,465	+70	$1,188,582	−3.6%	1.82%
PEP	Pepsico Inc Consumer Defensive	Added	7,427	+215	$1,153,338	+11.4%	1.77%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,269	-80	$1,151,951	+10.6%	1.77%
GLD	Spdr Gold Trust	Added	2,576	+35	$1,108,427	+10.1%	1.70%
XOM	Exxon Mobil Corp Energy	Added	6,317	+393	$1,071,742	+50.3%	1.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,031	+72	$839,536	−8.1%	1.29%
LLY	ELI LILLY & Co Healthcare	Added	869	+5	$799,280	−13.9%	1.23%
MGEE	Mge Energy Inc Utilities	Added	9,905	+14	$765,557	−1.3%	1.18%
ECL	Ecolab Inc. Basic Materials	Reduced	2,627	-400	$698,834	−12.1%	1.07%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,150	+160	$668,198	+9.9%	1.03%
SLV	iShares Silver Trust	Reduced	8,588	-1,030	$585,186	−5.6%	0.90%
GOOGL	Alphabet Inc. Communication Services	Added	1,992	+183	$572,819	+1.2%	0.88%
GLDM	World Gold Trust	Reduced	6,018	-102	$557,808	+6.8%	0.86%
CAT	Caterpillar Inc Industrials	Added	761	+1	$539,138	+23.8%	0.83%
V	Visa Inc. Financial Services	Added	1,676	+8	$506,554	−13.4%	0.78%
ABT	Abbott Laboratories Healthcare	Added	4,927	+3	$505,855	−18.0%	0.78%
MA	Mastercard Inc Financial Services	Held	943	0	$471,179	−12.5%	0.72%
MO	Altria Group, Inc. Consumer Defensive	Added	7,062	+90	$466,021	+15.9%	0.72%
PWR	Quanta Services, Inc. Industrials	Reduced	833	-86	$457,333	+17.9%	0.70%
JNJ	Johnson & Johnson Healthcare	Added	1,844	+104	$450,747	+25.2%	0.69%
ZIM	ZIM Integrated Shipping Services Ltd. Industrials	Held	16,241	0	$427,950	+24.1%	0.66%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,115	-79	$418,325	+26.8%	0.64%
VZ	Verizon Communications Inc Communication Services	Added	8,330	+622	$418,166	+33.2%	0.64%
MRK	Merck & Co., Inc. Healthcare	Added	3,469	+38	$417,286	+15.5%	0.64%
RTX	RTX Corp Industrials	Reduced	2,159	-11	$416,471	+4.6%	0.64%
NUE	Nucor Corp Basic Materials	Held	2,347	0	$396,877	+3.7%	0.61%
LNT	Alliant Energy Corp Utilities	Added	5,521	+16	$396,186	+10.7%	0.61%
NEE	Nextera Energy Inc Utilities	Added	4,263	+4	$395,947	+15.8%	0.61%
T	At&T Inc. Communication Services	Added	12,517	+4	$362,867	+16.7%	0.56%
CVX	Chevron Corp Energy	Added	1,738	+163	$359,592	+49.8%	0.55%
AMD	Advanced Micro Devices Inc Technology	Added	1,766	+50	$359,257	−2.2%	0.55%
SO	Southern Co Utilities	Added	3,674	+392	$354,614	+23.9%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	727	0	$348,378	−4.7%	0.53%
KLAC	Kla Corp Technology	Held	233	0	$343,071	+21.2%	0.53%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,683	+84	$333,637	−8.4%	0.51%
WEC	Wec Energy Group, Inc. Utilities	Held	2,793	0	$323,345	+9.8%	0.50%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	849	-8	$315,615	−18.1%	0.48%
ASB	Associated Banc-Corp Financial Services	Held	12,177	0	$314,897	+0.4%	0.48%
AVGO	Broadcom Inc. Technology	Reduced	1,008	-157	$311,986	−22.6%	0.48%
MPLX	Mplx LP Energy	Added	5,426	+38	$309,661	+7.7%	0.48%
DE	Deere & Co Industrials	Held	548	0	$308,688	+21.0%	0.47%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	606	0	$297,867	−15.2%	0.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	290	-15	$288,964	+9.9%	0.44%
EPD	Enterprise Products Partners L.P. Energy	Added	7,623	+43	$288,454	+18.7%	0.44%