Investor
MB Generational Wealth, LLC
CIK 0002009056 · filed 2026-05-04 · SEC filing
13F book
$180.8M
Positions
66
1 new · 2 sold
Largest name
10.9%
Dimensional Etf Trust
Est. mark
−$3.68M
Price effect on 65 names still held. Flow −$4.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 538K | $19.8M | 10.9% | −$683.2K | Cut−$1.47M |
| American Centy Etf Tr | — | 177.2K | $19.6M | 10.8% | $1.5M | Added$1.54M |
| Dimensional Etf Trust | — | 440.8K | $17.4M | 9.6% | $628.1K | Added$811.3K |
| Ishares Tr | — | 81.6K | $15.6M | 8.7% | −$555.5K | Cut−$770.8K |
| Ishares Tr | — | 45.9K | $14.6M | 8.1% | −$1.14M | Cut−$1.29M |
| American Centy Etf Tr | — | 127K | $10.2M | 5.7% | $614.6K | Cut$611.5K |
| Dimensional Etf Trust | — | 228.9K | $8.9M | 4.9% | −$141.5K | Added$1.22M |
| Dimensional Etf Trust | — | 201.9K | $6.51M | 3.6% | $112K | Added$116.9K |
| Ishares Tr | — | 88K | $6.12M | 3.4% | $88.9K | Held |
| Dimensional Etf Trust | — | 105K | $4.31M | 2.4% | −$232K | Added$6.11K |
| American Centy Etf Tr | — | 71.4K | $4.28M | 2.4% | $118.3K | Added$152.7K |
| Dimensional Etf Trust | — | 61.8K | $2.96M | 1.6% | −$3.7K | Added$426K |
| Dimensional Etf Trust | — | 68.1K | $2.88M | 1.6% | −$19.9K | Added$388.5K |
| Ishares Tr | — | 4.27K | $2.79M | 1.5% | −$135.5K | Cut−$512.2K |
| Dimensional Etf Trust | — | 56.8K | $2.72M | 1.5% | −$9.76K | Added$763.2K |
| Dimensional World Equity | — | 33.7K | $2.48M | 1.4% | −$5.9K | Added$300.1K |
| Dimensional Etf Trust | — | 55.1K | $2.3M | 1.3% | $7.89K | Added$311.6K |
| Dimensional Etf Trust | — | 64.7K | $2.27M | 1.3% | $127.5K | Added$315.4K |
| Vanguard Index Fds | — | 9.46K | $2.06M | 1.1% | $48.2K | Added$184.7K |
| Dimensional Etf Trust | — | 45K | $2.03M | 1.1% | −$67.6K | Added$146.6K |
| Vanguard Index Fds | — | 5.8K | $1.86M | 1.0% | −$83.9K | Cut−$273.3K |
| Dimensional Etf Trust | — | 50.6K | $1.8M | 1.0% | $51.8K | Added$131.3K |
| American Centy Etf Tr | — | 20.4K | $1.64M | 0.9% | $72.6K | Held |
| Dimensional Etf Trust | — | 38.5K | $1.63M | 0.9% | −$16.6K | Added$36.5K |
| American Centy Etf Tr | — | 19.8K | $1.46M | 0.8% | −$12.1K | Held |
| Dimensnl Ultrashrt Fixed | — | 28.6K | $1.45M | 0.8% | $1.43K | Added$248.4K |
| Ishares Tr | — | 53.1K | $1.34M | 0.7% | $10.6K | Held |
| Ishares Tr | — | 16.5K | $1.3M | 0.7% | $14.6K | Held |
| Vanguard Index Fds | — | 5.67K | $1.11M | 0.6% | $29.5K | Cut$7.75K |
| Dimensional Etf Trust | — | 17.1K | $1.07M | 0.6% | $49.8K | Cut$33.5K |
| Goldman Sachs Etf Tr | — | 8.42K | $1.05M | 0.6% | −$61K | Held |
| Ishares Tr | — | 6.41K | $911.4K | 0.5% | $35K | Held |
| Dimensional Etf Trust | — | 19.7K | $836.5K | 0.5% | $16.4K | Added$73.4K |
| Dimensional Etf Trust | — | 24.7K | $833.1K | 0.5% | $18.1K | Cut$7.42K |
| Dimensional Etf Trust | — | 15.6K | $824.1K | 0.5% | $45K | Cut$37.7K |
| Ishares Tr | — | 3.27K | $811.2K | 0.4% | $6.02K | Held |
| Spdr Index Shs Fds | — | 15.5K | $728.7K | 0.4% | $1.55K | Cut−$13.8K |
| American Centy Etf Tr | — | 16.4K | $722.8K | 0.4% | $8.05K | Cut−$180K |
| Dimensional Etf Trust | — | 24.7K | $657.7K | 0.4% | $3.89K | Added$14.7K |
| Dimensional Etf Trust | — | 12.8K | $618.8K | 0.3% | $23.9K | Held |
| Schwab Strategic Tr | — | 12.1K | $561.9K | 0.3% | $21.9K | Held |
| Ishares Inc | — | 7.64K | $528.9K | 0.3% | $13K | Held |
| Gossamer Bio, Inc. | GOSS | 1.53M | $503.3K | 0.3% | −$4.25M | Cut−$4.47M |
| Spdr Gold Tr | — | 1.01K | $434.2K | 0.2% | $34.3K | Cut−$39.4K |
| American Centy Etf Tr | — | 6.36K | $423.4K | 0.2% | $10.2K | Cut−$12.4K |
| Vanguard Intl Equity Index F | — | 5.63K | $423.2K | 0.2% | $7.6K | Added$60.3K |
| Vanguard Wellington Fd | — | 4.15K | $420.1K | 0.2% | −$1.36K | Added$103K |
| Ishares Tr | — | 8.98K | $356.5K | 0.2% | $14.6K | Held |
| Schwab Strategic Tr | — | 11.4K | $347.2K | 0.2% | $10.1K | Held |
| Dimensional Etf Trust | — | 6.55K | $343.6K | 0.2% | −$1.21K | Held |
| Invesco Exchange Traded Fd T | — | 4.48K | $337.2K | 0.2% | $628 | Held |
| J P Morgan Exchange Traded F | — | 4.45K | $325K | 0.2% | $3.56K | Held |
| Spdr Index Shs Fds | — | 6.93K | $315.9K | 0.2% | $11.5K | Held |
| Dimensional Etf Trust | — | 9.3K | $315.9K | 0.2% | $11.5K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 7.21K | $312.5K | 0.2% | $8.53K | Held |
| Ishares Tr | — | 4.52K | $305.4K | 0.2% | $6.92K | Held |
| Spdr Index Shs Fds | — | 6.6K | $301.4K | 0.2% | $8.19K | Held |
| Vanguard Mun Bd Fds | — | 5.96K | $297.2K | 0.2% | −$2.38K | Held |
| Vanguard Index Fds | — | 486 | $290.4K | 0.2% | −$14.4K | Held |
| Alphabet Inc | — | 916 | $263.4K | 0.1% | −$23.3K | Held |
| Manager Directed Portfolios | — | 24.8K | $256.6K | 0.1% | −$1.7K | Added$4.44K |
| Ishares Tr | — | 1.81K | $240.4K | 0.1% | $1.65K | Held |
| Ishares Tr | — | 2.05K | $203.7K | 0.1% | −$1.25K | Cut−$96K |
| Vanguard World Fd | — | 1.8K | $201.9K | 0.1% | −$15.6K | Held |
| Red Robin Gourmet Burgers In | — | 20.1K | $58.9K | 0.0% | — | New |
| CleanCore Solutions, Inc. | ZONE | 29K | $10.3K | 0.0% | $2.79K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.