Portfolio (Quarterly) Guide ↗

MB Generational Wealth, LLC

· CIK 0002009056

13F Portfolio $204M AUM 66 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 19 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGG	ISHARES TR	—	2,052	$204K	0.11%	SOLD
2	RRGB	RED ROBIN GOURMET BURGERS IN	Consumer Cyclical	20,100	$59K	0.03%	SOLD

Sector Allocation

Financial Services 30.3%

Healthcare 27.6%

Communication Services 24.8%

Technology 15.6%

Industrials 1.8%