13F Filings History of MB Generational Wealth, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$188,903,454
Signature - Title
Andy Bloom - Chief Compliance Officer/Owner
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by MB Generational Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MB Generational Wealth, LLC reported 67 stock holdings with total value $188,903,454 as of Q4 2025. Top holdings included DUHP, AVUV, DISV, QUAL, and OEF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 67 $188,903,454 +$28,691,592 -$2,120,884 +$26,570,708 DUHP, AVUV, DISV, QUAL, OEF 13F-HR 10 Feb 2026, 11:19
Q3 2025 66 $157,438,483 +$18,802,455 -$16,746,170 +$2,056,285 DUHP, AVUV, QUAL, OEF, DISV 13F-HR 05 Nov 2025, 20:49
Q1 2025 51 $133,974,187 +$4,542,935 -$3,899,575 +$643,360 AVUV, DUHP, QUAL, OEF, DISV 13F-HR 02 May 2025, 13:04
Q4 2024 50 $136,307,134 +$4,195,816 -$4,244,956 -$49,140 AVUV, DUHP, QUAL, OEF, DISV 13F-HR 03 Feb 2025, 21:45
Q3 2024 57 $138,876,516 +$3,144,664 -$1,636,370 +$1,508,294 AVUV, DUHP, QUAL, OEF, DISV 13F-HR 07 Nov 2024, 11:41
Q2 2024 54 $129,027,428 +$4,090,581 -$1,740,071 +$2,350,510 AVUV, DUHP, QUAL, OEF, DISV 13F-HR 23 Jul 2024, 21:51
Q1 2024 61 $88,624,130 $0 $0 $0 AVUV, DUHP, DISV, AVLV, DIHP 13F-HR 08 May 2024, 18:08
Q4 2023 48 $106,561,020 $0 $0 $0 AVUV, DUHP, QUAL, DISV, OEF 13F-HR 07 Feb 2024, 17:42