MBL Wealth, LLC

MBL Wealth, LLC reported 434 holdings worth US$1.47B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

MBL Wealth, LLC reported 434 holdings worth US$1.47B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 15, 2026 (Form 13F).

Holdings
434
Value as reported
US$1.47B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc91,740US$26.5M1.8%
Alphabet Inc (google) Class C41,016US$14.7M1.0%
Nvidia Corporation67,175US$13.4M0.92%
Microsoft Corp.26,738US$9.97M0.68%
Amazon.com, Inc.33,501US$7.98M0.54%
Berkshire Hathaway Inc.14,965US$7.49M0.51%
Labcorp Holdings Inc.23,357US$6.54M0.45%
Advanced Micro Devices Inc10,479US$6.09M0.42%
Broadcom Inc.14,913US$5.63M0.38%
Tesla, Inc.13,233US$5.57M0.38%
Towne Bank142KUS$5.15M0.35%
Jp Morgan Chase & Co.13,232US$4.33M0.30%
Micron Technology, Inc.3,632US$4.19M0.29%
Meta Platforms, Inc.6,271US$3.53M0.24%
Caterpillar, Inc.3,186US$3.39M0.23%
Miami International Holdings, Inc.78,902US$2.93M0.20%
Eli Lilly And Company2,439US$2.93M0.20%
Johnson & Johnson10,383US$2.64M0.18%
Bank Of America Corporation42,943US$2.45M0.17%
Visa Inc.7,030US$2.41M0.16%
Costco Wholesale Corporation2,571US$2.41M0.16%
Goldman Sachs Group, Inc. (the)2,372US$2.4M0.16%
Lam Research Corporation5,092US$2.21M0.15%
Rtx Corporation11,424US$2.17M0.15%
International Business Machines Corporation7,662US$2.15M0.15%
Walmart Inc.17,969US$2.04M0.14%
Home Depot, Inc. (the)5,638US$1.99M0.14%
Abbvie Inc.7,862US$1.98M0.14%
Intel Corporation13,533US$1.89M0.13%
Bandwidth Inc.29,113US$1.84M0.13%
Chevron Corporation10,908US$1.81M0.12%
Ge Aerospace4,811US$1.8M0.12%
Merck & Company, Inc.12,579US$1.62M0.11%
Cisco Systems, Inc.13,388US$1.57M0.11%
Duke Energy Corporation (holding Company)12,184US$1.54M0.11%
Vertiv Holdings, Llc4,316US$1.45M0.10%
Oracle Corporation9,233US$1.35M0.09%
Procter & Gamble Company (the)9,099US$1.33M0.09%
Ge Vernova Inc.1,121US$1.32M0.09%
Palo Alto Networks, Inc.3,846US$1.31M0.09%
Applied Materials, Inc.1,810US$1.31M0.09%
First Citizens Bancshares, Inc.622US$1.29M0.09%
Corning Incorporated5,053US$1.29M0.09%
Kla Corporation4,077US$1.23M0.08%
Morgan Stanley5,829US$1.22M0.08%
Unitedhealth Group Incorporated2,688US$1.12M0.08%
Norfolk Southern Corporation3,534US$1.11M0.08%
Park National Corporation5,937US$1.09M0.07%
Coca-cola Company (the)13,307US$1.08M0.07%
Citigroup, Inc.7,585US$1.06M0.07%
Crowdstrike Holdings, Inc.1,379US$1.05M0.07%
Tjx Companies, Inc. (the)6,924US$1.05M0.07%
Hca Healthcare, Inc.2,562US$999K0.07%
Wells Fargo & Company12,037US$995K0.07%
Deere & Company1,562US$991K0.07%
Blackrock, Inc.1,023US$984K0.07%
Lowe's Companies, Inc.4,442US$979K0.07%
Western Digital Corporation1,491US$952K0.06%
Mastercard Incorporated1,840US$945K0.06%
Quanta Services, Inc.1,283US$924K0.06%
Standard Lithium Ltd.331KUS$910K0.06%
Astera Labs, Inc.1,860US$898K0.06%
Verizon Communications Inc.20,776US$880K0.06%
Freeport-mcmoran, Inc.13,835US$870K0.06%
Truist Financial Corporation16,625US$828K0.06%
Rxo, Inc.29,508US$814K0.06%
Sandisk Corporation356US$809K0.06%
Cardinal Health, Inc.3,326US$790K0.05%
Williams-sonoma, Inc.3,273US$763K0.05%
Mcdonald's Corporation2,740US$741K0.05%
3m Company4,509US$730K0.05%
Blackstone Inc.6,198US$729K0.05%
Phillips 664,281US$724K0.05%
American Express Company2,079US$703K0.05%
Nextera Energy, Inc.7,660US$672K0.05%
Union Pacific Corporation2,342US$637K0.04%
Heico Corporation2,415US$623K0.04%
Starbucks Corporation6,030US$616K0.04%
Sitime Corporation825US$615K0.04%
United Parcel Service, Inc.5,702US$613K0.04%
Thermo Fisher Scientific Inc1,212US$608K0.04%
Asml Holding Nv300US$597K0.04%
Fedex Corporation1,890US$592K0.04%
Netflix, Inc.8,265US$590K0.04%
Southern Company (the)6,020US$576K0.04%
Bloom Energy Corporation1,901US$575K0.04%
General Dynamics Corporation1,617US$573K0.04%
Stryker Corporation1,801US$567K0.04%
Cerebras Systems Inc.2,546US$563K0.04%
Altria Group, Inc.7,763US$559K0.04%
Emerson Electric Company3,777US$541K0.04%
Amgen Inc.1,479US$536K0.04%
Comfort Systems Usa, Inc.267US$529K0.04%
American Electric Power Company, Inc.3,838US$525K0.04%
Qnity Electronics, Inc.3,113US$508K0.03%
Pfizer, Inc.21,003US$506K0.03%
Philip Morris International Inc2,740US$496K0.03%
Walt Disney Company (the)5,135US$494K0.03%
Texas Instruments Incorporated1,640US$489K0.03%
The Travelers Companies, Inc.1,473US$486K0.03%

Every holding of MBL Wealth, LLC

Source

View original at SEC

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