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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
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHX SCHWAB STRATEGIC TR 17,716.0 $521K 0.18% -102.0 -0.6% $29.43 +3.3%
22 COWZ PACER FDS TR 8,046.0 $500K 0.18% -411.0 -4.9% $62.20 +14.6%
23 XLE SELECT SECTOR SPDR TR 9,370.0 $498K 0.17% -907.0 -8.8% $53.11 +20.0%
24 MO ALTRIA GROUP INC Consumer Defensive 6,358.0 $457K 0.16% -704.0 -10.0% $71.95 -3.8%
25 DSI ISHARES TR 3,135.0 $446K 0.16% -457.0 -12.7% $142.39 +3.9%
26 SUSC ISHARES TR 19,209.0 $445K 0.16% -4K -16.2% $23.15 -2.5%
27 JNJ JOHNSON & JOHNSON Healthcare 1,744.0 $443K 0.16% -100.0 -5.4% $253.97 +8.6%
28 USXF ISHARES TR 6,339.0 $440K 0.15% -679.0 -9.7% $69.45 -1.6%
29 MRK MERCK & CO INC Healthcare 3,323.0 $427K 0.15% -146.0 -4.2% $128.49 +17.5%
30 SCHM SCHWAB STRATEGIC TR 10,505.0 $387K 0.14% -2K -15.4% $36.87 -3.1%
31 GLDM WORLD GOLD TR Financial Services 4,547.0 $361K 0.13% -1K -24.4% $79.42 +10.4%
32 FANG DIAMONDBACK ENERGY INC Energy 1,996.0 $351K 0.12% -119.0 -5.6% $175.79 +12.9%
33 DE DEERE & CO Industrials 543.0 $344K 0.12% -5.0 -0.9% $634.31 +10.0%
34 SO SOUTHERN CO Utilities 3,512.0 $336K 0.12% -162.0 -4.4% $95.71 -7.3%
35 SPSM SPDR SERIES TRUST 5,780.0 $333K 0.12% -401.0 -6.5% $57.67 -2.2%
36 CHE CHEMED CORP NEW Healthcare 675.0 $315K 0.11% -12.0 -1.8% $466.01 +12.2%
37 XLV SELECT SECTOR SPDR TR 1,749.0 $277K 0.10% -809.0 -31.6% $158.62 +8.1%
38 EPD ENTERPRISE PRODS PARTNERS L 7,329.0 $269K 0.10% -294.0 -3.9% $36.76
39 AMT AMERICAN TOWER CORP Real Estate 1,637.0 $268K 0.09% -31.0 -1.9% $163.57 +7.6%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 284.0 $266K 0.09% -6.0 -2.1% $937.11 -1.6%
Page 2 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%