MBE Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, MBE Wealth Management, LLC held in its portfolio 130 assets valued at $238,838,266 (i.e. $238.84M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($29.83M), SPDR SERIES TRUST ($27.33M), and VANGUARD INDEX FDS ($26.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 130 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MBE Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 48556 | 29828295 | UNIT SER 1 |
| SPDR SERIES TRUST | 472695 | 27332530 | STATE STREET SPD |
| VANGUARD INDEX FDS | 100952 | 26040546 | SMALL CP ETF |
| ETF SER SOLUTIONS | 282974 | 12365973 | APTUS COLLRD INV |
| ISHARES TR | 17554 | 12023116 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 309661 | 8202913 | US TIPS ETF |
| ETF SER SOLUTIONS | 284848 | 8109617 | APTUS DEFINED |
| ETF SER SOLUTIONS | 333056 | 8103251 | APTUS INT ENH YL |
| ETF SER SOLUTIONS | 141759 | 5340358 | APTUS LARGE CAP |
| ETF SER SOLUTIONS | 143252 | 5304618 | OPUS SML CP VL |
| ETF SER SOLUTIONS | 91550 | 4697418 | APTUS DRAWDOWN |
| SCHWAB STRATEGIC TR | 162818 | 4466087 | US DIVIDEND EQ |
| VANGUARD SCOTTSDALE FDS | 46782 | 3917993 | INT-TERM CORP |
| AST SPACEMOBILE INC | 48417 | 3516549 | COM CL A |
| ISHARES TR | 46733 | 3244183 | CORE DIV GRWTH |
| HARTFORD FDS EXCHANGE TRADED | 84610 | 2889431 | TOTAL RTRN ETF |
| SSGA ACTIVE ETF TR | 89379 | 2810966 | STATE STREET MUL |
| SCHWAB STRATEGIC TR | 115977 | 2788087 | INTL EQTY ETF |
| ETF SER SOLUTIONS | 121723 | 2702252 | APTUS ENHANCED |
| SCHWAB STRATEGIC TR | 79350 | 2598713 | EMRG MKTEQ ETF |
| NVIDIA CORPORATION | 12020 | 2241790 | COM |
| ETF SER SOLUTIONS | 83215 | 2228493 | APTUS LRG CAP UP |
| VANGUARD SCOTTSDALE FDS | 23813 | 1898621 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 75013 | 1828071 | SHT TM US TRES |
| APPLE INC | 6041 | 1642396 | COM |
| MICROSOFT CORP | 3189 | 1542345 | COM |
| JPMORGAN CHASE & CO. | 4673 | 1505647 | COM |
| ISHARES TR | 7181 | 1426230 | MSCI USA QLT FCT |
| FIRST TR EXCHANGE-TRADED FD | 30047 | 1384548 | SHS |
| VANGUARD TAX-MANAGED FDS | 21230 | 1326214 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 22366 | 1313556 | SHORT TERM TREAS |
| ABBVIE INC | 5395 | 1232800 | COM |
| FIRST TR EXCHNG TRADED FD VI | 41456 | 1043459 | SMITH UNCONSTRAI |
| WALMART INC | 9349 | 1041538 | COM |
| PEPSICO INC | 7212 | 1035095 | COM |
| SPDR GOLD TR | 2541 | 1007024 | GOLD SHS |
| ELI LILLY & CO | 864 | 927986 | COM |
| AMAZON COM INC | 3959 | 913896 | COM |
| ETF SER SOLUTIONS | 33332 | 890306 | APTUS DEFERRED I |
| ISHARES TR | 3328 | 833056 | MSCI USA MMENTM |
| ECOLAB INC | 3027 | 794648 | COM |
| MGE ENERGY INC | 9891 | 775630 | COM |
| ISHARES TR | 7918 | 745555 | MSCI USA MIN VOL |
| PGIM ETF TR | 20760 | 736557 | ACTV HY BD ETF |
| SCHWAB STRATEGIC TR | 22151 | 722552 | US LCAP GR ETF |
| EXXON MOBIL CORP | 5924 | 712915 | COM |
| ISHARES TR | 4472 | 666239 | ESG AWR MSCI USA |
| GLOBAL X FDS | 8036 | 660774 | S&P 500 CATHOLIC |
| ISHARES SILVER TR | 9618 | 619592 | ISHARES |
| ABBOTT LABS | 4924 | 616897 | COM |
| MCDONALDS CORP | 1990 | 608185 | COM |
| VISA INC | 1668 | 585157 | COM CL A |
| BLACKROCK ETF TRUST | 7696 | 570204 | ISHARES US CARBO |
| ALPHABET INC | 1809 | 566157 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 22533 | 565123 | INT-TRM U.S TRES |
| VANGUARD SPECIALIZED FUNDS | 2561 | 562871 | DIV APP ETF |
| VANGUARD INTL EQUITY INDEX F | 3928 | 554044 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 1128 | 550268 | GROWTH ETF |
| MASTERCARD INCORPORATED | 943 | 538340 | CL A |
| WISDOMTREE TR | 13586 | 530126 | EM EX ST-OWNED |
| VANGUARD WHITEHALL FDS | 3681 | 528366 | HIGH DIV YLD |
| WORLD GOLD TR | 6120 | 522474 | SPDR GLD MINIS |
| ISHARES TR | 8559 | 492827 | ESG MSCI USA ETF |
| ISHARES TR | 8586 | 489071 | CRE U S REIT ETF |
| SCHWAB STRATEGIC TR | 18040 | 485450 | US LRG CAP ETF |
| ISHARES TR | 3624 | 466880 | ESG MSCI KLD 400 |
| FIRST TR EXCHANGE TRADED FD | 6619 | 459834 | RISNG DIVD ACHIV |
| ISHARES TR | 19286 | 450997 | ESG AWRE USD ETF |
| CATERPILLAR INC | 760 | 435619 | COM |
| DIMENSIONAL ETF TRUST | 6220 | 433359 | US SMALL CAP ETF |
| VANGUARD WORLD FD | 565 | 425526 | INF TECH ETF |
| ISHARES TR | 8500 | 406725 | ESG AWR US AGRGT |
| BROADCOM INC | 1165 | 403276 | COM |
| ALTRIA GROUP INC | 6972 | 402011 | COM |
| RTX CORPORATION | 2170 | 397978 | COM |
| SCHWAB STRATEGIC TR | 13231 | 397843 | US MID-CAP ETF |
| QUANTA SVCS INC | 919 | 387868 | COM |
| TESLA INC | 857 | 385410 | COM |
| NUCOR CORP | 2347 | 382785 | COM |
| SELECT SECTOR SPDR TR | 2451 | 379442 | STATE STREET HEA |
| ADVANCED MICRO DEVICES INC | 1716 | 367499 | COM |
| BERKSHIRE HATHAWAY INC DEL | 727 | 365635 | CL B NEW |
| PROGRESSIVE CORP | 1599 | 364235 | COM |
| MERCK & CO INC | 3431 | 361105 | COM |
| JOHNSON & JOHNSON | 1740 | 359971 | COM |
| ALLIANT ENERGY CORP | 5505 | 357905 | COM |
| AMERICAN CENTY ETF TR | 4609 | 354948 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 4773 | 354031 | US EQUITY MARKET |
| THERMO FISHER SCIENTIFIC INC | 606 | 351158 | COM |
| ZIM INTEGRATED SHIPPING SERV | 16241 | 344806 | SHS |
| NEXTERA ENERGY INC | 4259 | 341894 | COM |
| PIMCO ETF TR | 6448 | 337963 | INTER MUN BD ACT |
| BROADRIDGE FINL SOLUTIONS IN | 1511 | 337100 | COM |
| SELECT SECTOR SPDR TR | 2312 | 332859 | STATE STREET TEC |
| DIAMONDBACK ENERGY INC | 2194 | 329797 | COM |
| ISHARES BITCOIN TRUST ETF | 6582 | 326796 | SHS BEN INT |
| VERIZON COMMUNICATIONS INC | 7708 | 313945 | COM |
| ASSOCIATED BANC CORP | 12177 | 313680 | COM |
| AT&T INC | 12513 | 310827 | COM |
| ISHARES TR | 6063 | 306671 | ULTRA SHORT DUR |
| DIMENSIONAL ETF TRUST | 7022 | 304965 | US SUSTAINABILTY |
| VANGUARD WORLD FD | 2446 | 295868 | ESG US STK ETF |
| WEC ENERGY GROUP INC | 2793 | 294598 | COM |
| AMERICAN TOWER CORP NEW | 1664 | 292226 | COM |
| MPLX LP | 5388 | 287577 | COM UNIT REP LTD |
| SOUTHERN CO | 3282 | 286186 | COM |
| KLA CORP | 233 | 283114 | COM NEW |
| COPART INC | 6805 | 266432 | COM |
| CHEMED CORP NEW | 618 | 264280 | COM |
| COSTCO WHSL CORP NEW | 305 | 263367 | COM |
| SCHWAB STRATEGIC TR | 9158 | 260828 | US SML CAP ETF |
| ORACLE CORP | 1332 | 259629 | COM |
| DEERE & CO | 548 | 255039 | COM |
| SELECT SECTOR SPDR TR | 5559 | 248528 | STATE STREET ENE |
| FIRST TR EXCHANGE TRADED FD | 3404 | 243199 | NASDAQ CYB ETF |
| ENTERPRISE PRODS PARTNERS L | 7580 | 243022 | COM |
| HOME DEPOT INC | 702 | 241580 | COM |
| CHEVRON CORP NEW | 1575 | 240020 | COM |
| SCHWAB STRATEGIC TR | 5071 | 229250 | FUNDAMENTAL INTL |
| PALANTIR TECHNOLOGIES INC | 1286 | 228587 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 2426 | 224433 | CAP STRENGTH ETF |
| FIRST TR EXCHANGE-TRADED FD | 10149 | 221553 | LNG DUR OPRTUN |
| SERVICENOW INC | 1415 | 216780 | COM |
| ISHARES TR | 2883 | 216686 | ESG EAFE ETF |
| UNION PAC CORP | 921 | 213116 | COM |
| PHILIP MORRIS INTL INC | 1304 | 209162 | COM |
| SCHWAB STRATEGIC TR | 6420 | 202294 | FUNDAMENTAL US S |
| FIRST TR EXCH TRADED FD III | 10073 | 183538 | PFD SECS INC ETF |
| DIANA SHIPPING INC | 20691 | 34348 | COM |
| NATURAL HEALTH TRENDS CORP | 10904 | 33694 | COM |
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