Portfolio (Quarterly) Guide ↗

MB Generational Wealth, LLC

· CIK 0002009056

13F Portfolio $181M AUM 66 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 20 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GE	GE AEROSPACE	Industrials	22,864	$7.0M	3.73%	SOLD
2	VNQI	VANGUARD INTL EQUITY INDEX F	—	5,207	$239K	0.13%	SOLD

Sector Allocation

Healthcare 39.6%

Financial Services 34.2%

Communication Services 20.7%

Consumer Cyclical 4.6%

Industrials 0.8%