Universe · entity
MBE Wealth Management, LLC
Institutional manager (13F) · CIK 1775850
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $208M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO QQQ TR | $28M | 49,015 |
| 2 | VANGUARD INDEX FDS | $26M | 99,166 |
| 3 | SPDR SERIES TRUST | $25M | 450,337 |
| 4 | ISHARES TR | $12M | 18,355 |
| 5 | ETF SER SOLUTIONS | $12M | 283,436 |
| 6 | ETF SER SOLUTIONS | $8M | 292,208 |
| 7 | ETF SER SOLUTIONS | $8M | 322,521 |
| 8 | SCHWAB STRATEGIC TR | $8M | 287,637 |
| 9 | ETF SER SOLUTIONS | $6M | 141,097 |
| 10 | ETF SER SOLUTIONS | $5M | 141,970 |
| 11 | SCHWAB STRATEGIC TR | $5M | 157,692 |
| 12 | ETF SER SOLUTIONS | $4M | 91,019 |
| 13 | AST SPACEMOBILE INC | $4M | 49,057 |
| 14 | VANGUARD SCOTTSDALE FDS | $4M | 46,782 |
| 15 | ISHARES TR | $3M | 45,987 |
| 16 | SSGA ACTIVE ETF TR | $3M | 88,260 |
| 17 | HARTFORD FDS EXCHANGE TRADED | $3M | 91,880 |
| 18 | SCHWAB STRATEGIC TR | $3M | 114,698 |
| 19 | ETF SER SOLUTIONS | $3M | 116,304 |
| 20 | SCHWAB STRATEGIC TR | $3M | 78,016 |
| 21 | ETF SER SOLUTIONS | $2M | 91,664 |
| 22 | NVIDIA CORPORATION | $2M | 11,682 |
| 23 | VANGUARD SCOTTSDALE FDS | $2M | 23,648 |
| 24 | PIMCO ETF TR | $2M | 32,463 |
| 25 | APPLE INC | $2M | 6,171 |
| 26 | SCHWAB STRATEGIC TR | $1M | 59,338 |
| 27 | FIRST TR EXCHANGE-TRADED FD | $1M | 30,172 |
| 28 | JPMORGAN CHASE & CO | $1M | 4,779 |
| 29 | ISHARES TR | $1M | 7,145 |
| 30 | ETF SER SOLUTIONS | $1M | 47,803 |
| 31 | MICROSOFT CORP | $1M | 3,380 |
| 32 | VANGUARD TAX-MANAGED FDS | $1M | 19,351 |
| 33 | ABBVIE INC | $1M | 5,465 |
| 34 | PEPSICO INC | $1M | 7,427 |
| 35 | WALMART INC | $1M | 9,269 |
| 36 | SPDR GOLD TR | $1M | 2,576 |
| 37 | VANGUARD SCOTTSDALE FDS | $1M | 18,655 |
| 38 | EXXON MOBIL CORP | $1M | 6,317 |
| 39 | SPDR SERIES TRUST | $1M | 13,852 |
| 40 | AMAZON COM INC | $840k | 4,031 |
| 41 | ELI LILLY & CO | $799k | 869 |
| 42 | ISHARES TR | $788k | 3,285 |
| 43 | MGE ENERGY INC | $766k | 9,905 |
| 44 | PGIM ETF TR | $760k | 21,948 |
| 45 | ISHARES TR | $734k | 7,915 |
| 46 | ISHARES TR | $734k | 5,188 |
| 47 | SPDR SERIES TRUST | $699k | 8,844 |
| 48 | ECOLAB INC | $699k | 2,627 |
| 49 | MCDONALDS CORP | $668k | 2,150 |
| 50 | SCHWAB STRATEGIC TR | $645k | 22,154 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.