Portfolio (Quarterly) Guide ↗

MBE Wealth Management, LLC

· CIK 0001775850

13F Portfolio $284M AUM 170 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 32 New 52 Added 47 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	1,688	$274K	0.11%	SOLD
2	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	5,823	$224K	0.09%	SOLD
3	PM	PHILIP MORRIS INTL INC	Consumer Defensive	1,304	$216K	0.09%	SOLD

Sector Allocation

Financial Services 53.5%

Technology 19.9%

Healthcare 6.1%

Industrials 4.1%

Consumer Defensive 4.0%

Utilities 3.3%

Consumer Cyclical 2.9%

Energy 2.4%

Communication Services 1.8%

Basic Materials 1.7%