MB Generational Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2025. The filing lists 61 total positions held by the firm, managed from its headquarters in Spokane, Washington.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being Dimensional ETF Trust US High Profitable Companies ETF. This position comprises 18,875,710 shares valued at $530,813,000. Other significant ETF holdings include Dimensional ETF Trust International Small Cap Value ETF (14,603,023 shares), Dimensional ETF Trust US Small Cap Value ETF (535,508 shares), and Dimensional ETF Trust US Core Equity 2 (2,764,698 shares).
Among individual equities, Gossamer Bio Inc. is the largest holding with 1,500,999 shares valued at $1,220,324,000. The filing also lists a variety of other ETFs, including American Century ETF Trust Emerging Market Value ETF, iShares Core S&P 500 ETF, and Vanguard Index Funds Total Stock Market ETF.
The report was signed by Andy Bloom, Chief Compliance Officer and Owner, on October 26, 2026.
