MB Generational Wealth, LLC

CIK

2009056

Location

SPOKANE, WA

Portfolio Value

Small $203,895,603

Diversification

Highly concentrated

Filing Date

Global Rank

#6,452 / 8,795 ▲ 402 · as of Jun 2026

Top Industry

Biotechnology 39.7%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

46.2%

−16.3 pts

Top 5

96.3%

−0.2 pts

Top 10

98.6%

+0.1 pts

HHI

3,227

Highly concentrated−1,502

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.5%	$202,973,131	16
Healthcare	0.2%	$365,879	1
Communication Services	0.2%	$327,350	1
Technology	0.1%	$205,463	1
Industrials	0.0%	$23,780	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOSS	Gossamer Bio, Inc.	+685,309	2,217,451	$365,879
DCOR	Dimensional US Core Equity 1 ETF	+53,332	2,201,371	$94,289,339
VFMF	Vanguard U.S. Multifactor ETF	+14,226	18,380	$1,862,077
VCRM	Vanguard Core Tax-Exempt Bond ETF	+2,773	8,731	$578,825
ACSG	American Century Small Cap Growth Insights ETF	+617	439,132	$43,289,206
GLD	Spdr Gold Trust	+77	1,086	$400,060
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−4,151	319,890	$51,078,366
SJCP	SanJac Alpha Core Plus Bond ETF	−1,850	22,994	$261,786
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−462	7,961	$1,129,586
VB	Vanguard Morningstar Small-Cap ETF	−327	21,089	$5,893,695
EDV	Vanguard World Funds Extended Duration ETF	−265	1,533	$202,723
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MU	Micron Technology Inc	178	$205,463
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
RRGB	Red Robin Gourmet Burgers Inc	20,100	$58,893
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $203,895,603 total · filing declares 66 positions · $203,894,918 · as of Jun 30, 2026

All sectors Communication Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	2,201,371	+53,332	$94,289,339	+11.1%	46.24%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	319,890	-4,151	$51,078,366	—	25.05%
ACSG	American Century Small Cap Growth Insights ETF	Added	439,132	+617	$43,289,206	+12.9%	21.23%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	21,089	-327	$5,893,695	+10.8%	2.89%
VFMF	Vanguard U.S. Multifactor ETF	Added	18,380	+14,226	$1,862,077	+343.2%	0.91%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Held	29,066	0	$1,455,537	+8.1%	0.71%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	7,961	-462	$1,129,586	+7.2%	0.55%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	23,503	0	$984,802	+8.3%	0.48%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	8,731	+2,773	$578,825	+94.7%	0.28%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	5,635	0	$471,931	+11.5%	0.23%
CVY	Invesco Zacks Multi-Asset Income ETF	Held	4,484	0	$404,008	+19.8%	0.20%
GLD	Spdr Gold Trust	Added	1,086	+77	$400,060	−7.9%	0.20%
GOSS	Gossamer Bio, Inc. Healthcare	Added	2,217,451	+685,309	$365,879	−27.4%	0.18%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Held	4,445	0	$347,065	+6.8%	0.17%
GOOGL	Alphabet Inc. Communication Services	Held	916	0	$327,350	+24.3%	0.16%
BAB	Invesco Taxable Municipal Bond ETF	Held	7,206	0	$324,125	+3.7%	0.16%
SJCP	SanJac Alpha Core Plus Bond ETF	Reduced	22,994	-1,850	$261,786	+2.0%	0.13%
MU	Micron Technology Inc Technology	NEW	178	NEW	$205,463	NEW	0.10%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	1,533	-265	$202,723	+0.4%	0.10%
ZONE	Zone Frontier Inc. Industrials	Held	29,000	0	$23,780	+130.3%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.