MB Generational Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held as of September 30, 2026. The filing lists the firm’s principal executive office at 111 S. Post Street, Ste 2250, Spokane, WA 99201-6021. The report was signed by Andy Bloom, who is identified as the Chief Compliance Officer and Owner of the firm.
The filing details a portfolio consisting of 64 separate positions. The largest holding disclosed is Alphabet Inc. Class A Common Stock, with 916 shares. The firm also holds significant positions in American Century ETF Trust funds, including Avantis Emerging Markets (20,048 shares), Emerging Market Value (7,323,737 shares), and US Large Cap Value (126,397 shares).
A substantial portion of the portfolio is allocated to Dimensional ETF Trust funds. The firm holds 450,148 shares of the International Small Cap Value ETF and 192,511 shares of the International High Profit ETF. Other notable ETF holdings include the iShares Core S&P 500 ETF (3,211,975 shares) and the iShares MSCI USA Quality Factor ETF (17,934,284 shares).
The filing also lists a variety of other equity and ETF positions, including shares of Goosamer Bio Inc., Goldman Sachs ETF Trust ActiveBeta US Large Cap, Invesco Exchange Traded Fund Trust II RAFA Developed Markets, and Schwab Strategic Trust Fundamental International. Additionally, the portfolio includes several Vanguard ETFs, such as the Vanguard S&P 500 ETF Shares and the Vanguard International Equity Index Fund All World ex US.
