Portfolio (Quarterly) Guide ↗

MBE Wealth Management, LLC

· CIK 0001775850

13F Portfolio $241M AUM 141 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 50 Added 40 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ICSH	ISHARES TR	—	6,063	$307K	0.13%	SOLD
2	ORCL	ORACLE CORP	Technology	1,332	$260K	0.11%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,286	$229K	0.10%	SOLD
4	DMXF	ISHARES TR	—	2,883	$217K	0.09%	SOLD

Sector Allocation

Financial Services 52.2%

Technology 16.8%

Healthcare 6.4%

Consumer Defensive 5.4%

Industrials 4.1%

Utilities 3.9%

Energy 3.8%

Consumer Cyclical 3.3%

Communication Services 2.1%

Basic Materials 1.7%