MBE Wealth Management, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists a total of 174 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings consisting of broad market and sector-specific funds. The largest position is the Vanguard S&P 500 ETF Shares, which holds 43,214,400 shares. Other significant ETF holdings include the iShares Core S&P 500 ETF (14,115,916 shares), the Schwab Strategic Trust US Dividend Equity ETF (5,236,979 shares), and the Vanguard Morningstar Large Cap ETF (6,075,850 shares).
Among individual equities, the filing shows significant exposure to the technology and healthcare sectors. NVIDIA Corporation is the largest single stock holding, with 2,647,903 shares. Microsoft Corporation follows with 1,838,737 shares. Other notable individual stock positions include Eli Lilly & Co. (1,033,212 shares), JPMorgan Chase & Co. (1,580,921 shares), and Johnson & Johnson (518,311 shares).
The filing also lists a variety of other holdings, including shares in energy companies like Chevron Corporation and ExxonMobil Holdings Corp, consumer staples such as Procter & Gamble Co. and PepsiCo Inc., and financial institutions including JPMorgan Chase & Co. and Mastercard Incorporated.
