Long-term investor
Mbl Wealth, LLC @mblwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845785).
Record
- Tracked since 2025-06-30 (449 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.8% · 1 year n/a · all +8.1%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 11.1% · long · since 2025-06-30
- 78468R663 · 9.5% · long · since 2025-06-30
- 464287507 · 5.0% · long · since 2025-06-30
- 46434G103 · 3.8% · long · since 2025-06-30
- 032108409 · 3.2% · long · since 2025-06-30
- 46432F859 · 2.9% · long · since 2025-06-30
- GLDM · 2.8% · long · since 2025-06-30
- 464287804 · 2.7% · long · since 2025-06-30
- 25434V849 · 2.6% · long · since 2025-06-30
- 92647N527 · 2.4% · long · since 2025-06-30
- 46432F842 · 2.1% · long · since 2025-06-30
- 464288661 · 2.0% · long · since 2025-06-30