MBL Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 687 distinct positions held by the firm, managed out of its office in Charlotte, North Carolina.
The report identifies Steve Marciniak as the Chief Compliance Officer responsible for the filing, which was submitted on October 22, 2026. The firm’s principal business address is listed as 301 S. MCDOWELL STREET SUITE 1100, CHARLOTTE NC 28204.
The portfolio includes a mix of large-cap technology companies, consumer staples, and industrial firms. Notable holdings include significant positions in Apple Inc., Amazon.com Inc., and Alphabet Inc. Class A and Class C shares. The portfolio also holds substantial stakes in Microsoft, Broadcom Inc., and Eli Lilly & Co.
ETFs and exchange-traded funds comprise a significant portion of the portfolio. The firm holds shares in the Amplify CWP Enhanced Dividend ETF, the Calamos Bit 80S ETF, and the Angel Oak Funds Trust Income ETF. Additionally, the filing lists positions in Dimensional ETF Trust funds, including the International Value ETF, the National Mun Bond ETF, and the US Core Equity 2 ETF.
The filing details specific share counts for individual holdings. For example, MBL Wealth holds 6,709,658 shares of Apple Inc. and 4,681,166 shares of Amazon.com Inc. The firm also lists positions in companies such as Visa Inc., UnitedHealth Group Inc., and JPMorgan Chase & Co.
