MB Generational Wealth, LLC holds a focused book of 66 stocks worth $203.9M as of Q2 2026 (disclosed Jul 31, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Int Tax-Exempt Bond and trimmed Dimensional US High Profi Et. Their largest long position is Avantis US Small Cap Value at 11% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009056/holdings"
Use Arkolith to show MB Generational Wealth, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +39.8%, a 3.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning MB Generational Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MB Generational Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 67 / 66 | $7.8B |
| OSAIC HOLDINGS, INC. | 67 / 66 | $6.9B |
| MORGAN STANLEY | 66 / 66 | $110.7B |
| LPL Financial LLC | 66 / 66 | $37.9B |
| Focus Partners Wealth | 64 / 66 | $17.0B |
| Farther Finance Advisors, LLC | 64 / 66 | $2.1B |
| JPMORGAN CHASE & CO | 63 / 66 | $71.4B |
| ENVESTNET ASSET MANAGEMENT INC | 63 / 66 | $56.3B |
Ranked by how many of MB Generational Wealth, LLC's top 66 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US SML CP VALU | $22.2M | 178.0K | 10.9% | ▲+0.5% Added · +850 sh | |
| 2 | Dimensional ETF Trust US HIGH PROF ETF | $20.8M | 498.7K | 10.2% | ▼−7.3% Reduced · −39K sh | |
| 3 | Dimensional ETF Trust INTL SMALL CAP V | $17.8M | 444.3K | 8.7% | ▲+0.8% Added · +3K sh | |
| 4 | Ishares TR MSCI USA QLT FCT | $17.7M | 80.8K | 8.7% | ▼−1.0% Reduced · −815 sh | |
| 5 | Ishares TR S&P 100 ETF | $16.6M | 45.5K | 8.2% | ▼−0.8% Reduced · −368 sh | |
| 6 | American Centy ETF TR US LARGE CAP VLU | $11.5M | 126.4K | 5.7% | ▼−0.5% Reduced · −580 sh | |
| 7 | Dimensional ETF Trust US COR EQU 2 ETF | $11.2M | 252.2K | 5.5% | ▲+10% Added · +23K sh | |
| 8 | Ishares TR MRNING SM CP ETF | $6.8M | 86.9K | 3.3% | ▼−1.3% Reduced · −1K sh | |
| 9 | Dimensional ETF Trust INTL HIGH PROFIT | $6.5M | 191.8K | 3.2% | ▼−5.0% Reduced · −10K sh | |
| 10 | Dimensional ETF Trust US SUSTAINABILTY | $5.1M | 108.6K | 2.5% | ▲+3.5% Added · +4K sh | |
| 11 | American Centy ETF TR EMERGING MKT VAL | $4.7M | 71.9K | 2.3% | ▲+0.8% Added · +543 sh | |
| 12 | Dimensional ETF Trust NATL MUN BD ETF | $3.7M | 75.9K | 1.8% | ▲+34% Added · +19K sh | |
| 13 | Dimensional ETF Trust SHOR DUR FIX ETF | $3.6M | 75.1K | 1.8% | ▲+21% Added · +13K sh | |
| 14 | Dimensional ETF Trust CORE FIXE IN ETF | $3.3M | 78.9K | 1.6% | ▲+16% Added · +11K sh | |
| 15 | Ishares TR CORE S&P500 ETF | $3.2M | 4.2K | 1.6% | ▼−1.0% Reduced · −44 sh | |
| 16 | Dimensional ETF Trust WORLD EQUITY ETF | $2.9M | 35.6K | 1.4% | ▲+5.8% Added · +2K sh | |
| 17 | Dimensional ETF Trust INFLATION PROTE | $2.7M | 66.0K | 1.3% | ▲+20% Added · +11K sh | |
| 18 | Dimensional ETF Trust US SMALL CAP ETF | $2.7M | 68.9K | 1.3% | ▲+6.6% Added · +4K sh | |
| 19 | Dimensional ETF Trust US CORE EQT MKT | $2.4M | 46.5K | 1.2% | ▲+3.5% Added · +2K sh | |
| 20 | Vanguard Index FDS SM CP VAL ETF | $2.3M | 9.5K | 1.1% | —Held | |
| 21 | Dimensional ETF Trust INTL CORE EQUITY | $2.1M | 56.0K | 1.0% | ▲+11% Added · +5K sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $2.0M | 5.5K | 1.0% | ▼−5.6% Reduced · −327 sh | |
| 23 | American Centy ETF TR AVANTIS EMGMKT | $2.0M | 20.4K | 1.0% | —Held | |
| 24 | Vanguard Wellington FD SHORT TRM TAX EX | $1.9M | 18.4K | 0.9% | ▲+342% Added · +14K sh | |
| 25 | Dimensional ETF Trust ULTR FIX INC ETF | $1.8M | 35.9K | 0.9% | ▲+25% Added · +7K sh | |
| 26 | Dimensional ETF Trust INTERNATIONAL | $1.7M | 37.4K | 0.8% | ▼−2.9% Reduced · −1K sh | |
| 27 | American Centy ETF TR AVAN RE INTL ETF | $1.6M | 19.7K | 0.8% | ▼−0.2% Reduced · −43 sh | |
| 28 | Ishares TR GLOBAL REIT ETF | $1.5M | 53.1K | 0.7% | —Held | |
| 29 | Ishares TR EAFE SML CP ETF | $1.4M | 16.5K | 0.7% | —Held | |
| 30 | Ishares TR MSCI USA VALUE | $1.3M | 6.4K | 0.6% | —Held | |
| 31 | Vanguard Index FDS VALUE ETF | $1.2M | 5.7K | 0.6% | —Held | |
| 32 | Dimensional ETF Trust US TARGETED VLU | $1.2M | 16.9K | 0.6% | ▼−1.3% Reduced · −219 sh | |
| 33 | Goldman Sachs ETF TR ACTIVEBETA US LG | $1.1M | 8.0K | 0.6% | ▼−5.5% Reduced · −462 sh | |
| 34 | Ishares TR RUSSELL 2000 ETF | $1.1M | 3.5K | 0.5% | ▲+8.3% Added · +273 sh | |
| 35 | Dimensional ETF Trust EMER MARK SU ETF | $923K | 18.9K | 0.5% | ▼−4.4% Reduced · −861 sh | |
| 36 | Dimensional ETF Trust INTL SMALL CAP E | $867K | 24.7K | 0.4% | —Held | |
| 37 | Dimensional ETF Trust INTERNATNAL VAL | $838K | 15.5K | 0.4% | ▼−0.6% Reduced · −92 sh | |
| 38 | SPDR Index SHS FDS ST PORT MARK ETF | $804K | 15.5K | 0.4% | —Held | |
| 39 | American Centy ETF TR REAL ESTATE ETF | $778K | 16.4K | 0.4% | —Held | |
| 40 | Dimensional ETF Trust GLOBAL REAL EST | $740K | 25.6K | 0.4% | ▲+3.3% Added · +808 sh | |
| 41 | Dimensional ETF Trust US MKTWIDE VALUE | $702K | 12.8K | 0.3% | —Held | |
| 42 | Schwab Strategic TR FUNDAMENTAL INTL | $589K | 12.1K | 0.3% | —Held | |
| 43 | Ishares Inc EM MKT SM-CP ETF | $580K | 7.6K | 0.3% | —Held | |
| 44 | American Centy ETF TR AVA RES MAR ETF | $508K | 6.2K | 0.2% | ▼−2.4% Reduced · −153 sh | |
| 45 | Vanguard Intl Equity Index F ALLWRLD EX US | $472K | 5.6K | 0.2% | —Held | |
| 46 | Invesco Exchange Traded FD T S&P500 QUALITY | $404K | 4.5K | 0.2% | —Held | |
| 47 | SPDR Gold TR GOLD SHS | $400K | 1.1K | 0.2% | ▲+7.6% Added · +77 sh | |
| 48 | Schwab Strategic TR US LCAP VA ETF | $396K | 11.4K | 0.2% | —Held | |
| 49 | Ishares TR MSCI INTL VLU FT | $376K | 9.0K | 0.2% | —Held | |
| 50 | Gossamer Bio Inc COM | $365K | 2.22M | 0.2% | ▲+45% Added · +685K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 66 | $203.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 66 | $180.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 67 | $188.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 66 | $157.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 50 | $136.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 57 | $138.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 24, 2024 | 54 | $129.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.