MBL Wealth, LLC
CIK
1845785
City
CHARLOTTE
State / Country
NC
Top Portfolio Positions
191 positions ·
$410,983,471 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 | 34.66% | |
| GLDM |
World Gold Trust
|
510,875 | $47,353,003 | 11.52% | |
| AAPL |
Apple Inc.
Technology
|
94,269 | $23,924,529 | 5.82% | |
| NVDA |
Nvidia Corp
Technology
|
93,975 | $16,389,240 | 3.99% | |
| MSFT |
Microsoft Corp
Technology
|
27,460 | $10,164,867 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,124 | $6,937,097 | 1.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,209 | $6,916,438 | 1.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,210 | $6,330,232 | 1.54% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
23,409 | $6,245,755 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
17,540 | $5,428,805 | 1.32% |
Portfolio Trend
20 quarters · across all stocks
Holdings in GCV
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,270 | 23,194 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $131,530 | 31,694 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $130,896 | 31,694 | Shares | Sole | 2025-10-16 | |
| No 13F history on record for this holder in this stock. | ||||||