MB Generational Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, MB Generational Wealth, LLC held in its portfolio 66 assets valued at $188,903,454 (i.e. $188.90M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($21.25M), AMERICAN CENTY ETF TR ($18.04M), and DIMENSIONAL ETF TRUST ($16.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MB Generational Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 558704 | 21247513 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 176849 | 18035092 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 436199 | 16575562 | INTL SMALL CAP V |
| ISHARES TR | 82653 | 16416503 | MSCI USA QLT FCT |
| ISHARES TR | 46297 | 15878482 | S&P 100 ETF |
| AMERICAN CENTY ETF TR | 127035 | 9625442 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 193836 | 7673967 | US CORE EQUITY 2 |
| GE AEROSPACE | 22864 | 7042722 | COM NEW |
| DIMENSIONAL ETF TRUST | 201766 | 6388921 | INTL HIGH PROFIT |
| ISHARES TR | 88015 | 6029028 | MRNING SM CP ETF |
| GOSSAMER BIO INC | 1605449 | 4976893 | COM |
| DIMENSIONAL ETF TRUST | 99164 | 4306693 | US SUSTAINABILTY |
| AMERICAN CENTY ETF TR | 70823 | 4129689 | EMERGING MKT VAL |
| ISHARES TR | 4821 | 3302096 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 52854 | 2534349 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 58456 | 2487887 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 29511 | 2183236 | WORLD EQUITY ETF |
| VANGUARD INDEX FDS | 6367 | 2134664 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 47794 | 1986080 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 40666 | 1958881 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 59289 | 1950015 | US SMALL CAP VAL |
| AMERICAN CENTY ETF TR | 26499 | 1905505 | AVANTIS RESPONSI |
| DIMENSIONAL ETF TRUST | 40236 | 1883045 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 8833 | 1870753 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 48382 | 1667244 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 37228 | 1595034 | INTERNATIONAL |
| AMERICAN CENTY ETF TR | 20396 | 1570900 | AVANTIS EMGMKT |
| ISHARES TR | 53093 | 1324670 | GLOBAL REIT ETF |
| ISHARES TR | 16533 | 1281803 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 23776 | 1204254 | ULTRASHORT FIXED |
| GOLDMAN SACHS ETF TR | 8423 | 1114953 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 5781 | 1104113 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 17405 | 1036294 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 20740 | 902812 | REAL ESTATE ETF |
| ISHARES TR | 6410 | 876439 | MSCI USA VALUE |
| DIMENSIONAL ETF TRUST | 25067 | 825707 | INTL SMALL CAP E |
| ISHARES TR | 3271 | 805189 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 15760 | 786424 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 18397 | 763108 | EMERGING MARKETS |
| SPDR INDEX SHS FDS | 15863 | 742548 | PORTFOLIO EMG MK |
| DIMENSIONAL ETF TRUST | 24338 | 643010 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 12770 | 594954 | US MKTWIDE VALUE |
| SCHWAB STRATEGIC TR | 12121 | 539991 | FUNDAMENTAL INTL |
| ISHARES INC | 7645 | 515885 | EM MKT SM-CP ETF |
| SPDR GOLD TR | 1195 | 473590 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 4933 | 362871 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 6550 | 344759 | GLOBAL EX US COR |
| ISHARES TR | 8985 | 341889 | MSCI INTL VLU FT |
| SCHWAB STRATEGIC TR | 11382 | 337021 | US LCAP VA ETF |
| INVESCO EXCHANGE TRADED FD T | 4484 | 336524 | S&P500 QUALITY |
| J P MORGAN EXCHANGE TRADED F | 4445 | 321462 | BETABUILDERS I |
| VANGUARD WELLINGTON FD | 3122 | 317117 | SHORT TRM TAX EX |
| VANGUARD INDEX FDS | 486 | 304785 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 6928 | 304384 | S&P INTL ETF |
| DIMENSIONAL ETF TRUST | 9298 | 304324 | WORLD EX US CORE |
| INVESCO EXCH TRADED FD TR II | 7206 | 303991 | RAFI DVLPD MRKTS |
| ISHARES TR | 3001 | 299740 | CORE US AGGBD ET |
| VANGUARD MUN BD FDS | 5958 | 299628 | TAX EXEMPT BD |
| ISHARES TR | 4522 | 298452 | CORE S&P MCP ETF |
| SPDR INDEX SHS FDS | 6603 | 293240 | PORTFOLIO DEVLPD |
| ALPHABET INC | 916 | 286708 | CAP STK CL A |
| MANAGER DIRECTED PORTFOLIOS | 24250 | 252200 | VERT GLB SUST RE |
| ISHARES TR | 1814 | 238704 | S&P MC 400VL ETF |
| VANGUARD INTL EQUITY INDEX F | 5207 | 238689 | GLB EX US ETF |
| VANGUARD WORLD FD | 1798 | 217486 | ESG US STK ETF |
| CLEANCORE SOLUTIONS INC | 29000 | 7540 | CLASS B COM SHS |
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