MBL Wealth, LLC
Top Portfolio Positions
190 positions ·
$405,154,233 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
219,009 | $142,430,313 | 35.15% | |
| GLDM |
World Gold Trust
|
510,875 | $47,353,003 | 11.69% | |
| AAPL |
Apple Inc.
Technology
|
94,269 | $23,924,529 | 5.91% | |
| NVDA |
Nvidia Corp
Technology
|
93,975 | $16,389,240 | 4.05% | |
| MSFT |
Microsoft Corp
Technology
|
27,460 | $10,164,867 | 2.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,124 | $6,937,097 | 1.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,209 | $6,916,438 | 1.71% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
23,409 | $6,245,755 | 1.54% | |
| AVGO |
Broadcom Inc.
Technology
|
17,540 | $5,428,805 | 1.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,388 | $5,371,156 | 1.33% |
Portfolio Trend
Holdings in DNUT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,997 | 46,017 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $180,900 | 45,000 | Call | Sole | 2026-01-21 | |
| 2025-12-31 | $184,920 | 46,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $174,150 | 45,000 | Call | Sole | 2025-10-16 | |
| 2025-09-30 | $178,020 | 46,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $133,860 | 46,000 | Shares | Sole | 2025-07-22 | |
| 2025-06-30 | $130,950 | 45,000 | Call | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||