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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $297M AUM 166 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 73 Added 41 Reduced 3 Exited
Page 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIV VANGUARD BD INDEX FDS 250,000.0 $19.2M 6.46% +30K +13.9% $76.70 -2.4%
2 ISHARES TR 317,950.0 $15.8M 5.30% +23K +7.9% $49.55
3 SCHG SCHWAB STRATEGIC TR 341,586.0 $11.6M 3.89% +21K +6.7% $33.84 +4.2%
4 DGRW WISDOMTREE TR 119,649.0 $11.4M 3.85% +3K +2.2% $95.62 +3.0%
5 SCHD SCHWAB STRATEGIC TR 358,869.0 $11.4M 3.83% +20K +5.9% $31.71 +9.8%
6 SHY ISHARES TR 138,014.0 $11.3M 3.81% +14K +11.2% $82.11 -0.6%
7 JEPI J P MORGAN EXCHANGE TRADED F 188,376.0 $10.6M 3.58% +21K +12.4% $56.48 +0.9%
8 IAU ISHARES GOLD TR Financial Services 131,576.0 $9.9M 3.34% +10K +8.1% $75.51 +7.7%
9 DFAS DIMENSIONAL ETF TRUST 118,728.0 $9.8M 3.29% +18K +17.4% $82.34 -2.0%
10 IDEV ISHARES TR 98,981.0 $8.8M 2.97% +3K +3.6% $89.01 +3.0%
11 DFAE DIMENSIONAL ETF TRUST 203,869.0 $8.2M 2.76% +9K +4.8% $40.21 -1.5%
12 SCHB SCHWAB STRATEGIC TR 208,878.0 $6.0M 2.04% +6K +2.7% $28.96 +1.5%
13 J P MORGAN EXCHANGE TRADED F 98,442.0 $5.0M 1.68% +4K +4.7% $50.57
14 AAPL APPLE INC Technology 16,283.0 $4.7M 1.59% +163.0 +1.0% $289.36 +12.4%
15 XLV SELECT SECTOR SPDR TR 27,326.0 $4.3M 1.46% +3K +13.3% $158.66 +8.2%
16 GOOGL ALPHABET INC Communication Services 9,621.0 $3.4M 1.16% +59.0 +0.6% $357.38 -6.3%
17 MSFT MICROSOFT CORP Technology 7,099.0 $2.6M 0.89% +181.0 +2.6% $373.00 +34.3%
18 VEU VANGUARD INTL EQUITY INDEX F 29,245.0 $2.4M 0.82% +2K +6.3% $83.75 +1.1%
19 VGSH VANGUARD SCOTTSDALE FDS 41,460.0 $2.4M 0.81% +5K +12.6% $58.20 -0.6%
20 NVDA NVIDIA CORPORATION Technology 11,644.0 $2.3M 0.78% +838.0 +7.8% $200.10 +8.7%
Page 1 of 4  ·  73 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 26.2%
Technology 23.9%
Healthcare 11.5%
Communication Services 8.3%
Industrials 7.5%
Energy 7.3%
Consumer Defensive 7.0%
Consumer Cyclical 5.2%
Utilities 2.1%
Basic Materials 0.5%