Portfolio (Quarterly) Guide ↗

MBL Wealth, LLC

· CIK 0001845785

13F Portfolio $1.2B AUM 332 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 52 New 138 Added 50 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FMAR	FIRST TR EXCHNG TRADED FD VI	—	41,595	$1.9M	0.17%	SOLD
2	BITU	PROSHARES TR	—	9,500	$507K	0.04%	SOLD
3	AFL	AFLAC INC	Financial Services	2,558	$286K	0.03%	SOLD
4	COWZ	PACER FDS TR	—	4,427	$254K	0.02%	SOLD
5	JGRO	J P MORGAN EXCHANGE TRADED F	—	2,490	$233K	0.02%	SOLD
6	EWJ	ISHARES INC	—	2,744	$220K	0.02%	SOLD
7	FMAY	FIRST TR EXCHNG TRADED FD VI	—	3,861	$202K	0.02%	SOLD

Sector Allocation

Financial Services 55.5%

Technology 19.6%

Communication Services 5.6%

Healthcare 5.6%

Consumer Cyclical 5.1%

Industrials 3.5%

Consumer Defensive 2.2%

Energy 1.2%

Utilities 1.0%

Basic Materials 0.7%