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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $260M AUM 146 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 53 Added 43 Reduced 4 Exited
Page 2 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 9,562.0 $2.7M 1.06% +300.0 +3.2% $287.57 +35.7%
22 MSFT MICROSOFT CORP Technology 6,918.0 $2.6M 0.98% +543.0 +8.5% $370.15 +15.4%
23 JPM JPMORGAN CHASE & CO Financial Services 7,879.0 $2.3M 0.89% $294.17 +0.9%
24 SCHM SCHWAB STRATEGIC TR 74,848.0 $2.3M 0.89% -1K -1.6% $30.96 +14.0%
25 VYMI VANGUARD WHITEHALL FDS 22,925.0 $2.2M 0.83% +968.0 +4.4% $94.24 +6.2%
26 XOM EXXON MOBIL CORP Energy 12,731.0 $2.2M 0.83% $169.66 -12.8%
27 VGSH VANGUARD SCOTTSDALE FDS 36,837.0 $2.2M 0.83% +9K +31.8% $58.54 -0.4%
28 IVW ISHARES TR 19,040.0 $2.2M 0.83% -295.0 -1.5% $113.11 +23.4%
29 VEU VANGUARD INTL EQUITY INDEX F 27,521.0 $2.1M 0.79% +3K +12.3% $75.10 +11.7%
30 TLT ISHARES TR 22,823.0 $2.0M 0.76% +1K +6.0% $86.69 -1.1%
31 NVDA NVIDIA CORPORATION Technology 10,806.0 $1.9M 0.72% $174.40 +22.8%
32 IVV ISHARES TR 2,444.0 $1.6M 0.61% -131.0 -5.1% $653.25 +16.1%
33 AMLP ALPS ETF TR 30,272.0 $1.6M 0.61% +4K +14.9% $52.64 -0.4%
34 GLD SPDR GOLD TR Financial Services 3,676.0 $1.6M 0.61% -57.0 -1.5% $430.29 -4.1%
35 MPC MARATHON PETE CORP Energy 6,371.0 $1.6M 0.60% $244.18 +2.9%
36 BND VANGUARD BD INDEX FDS 20,823.0 $1.5M 0.59% +551.0 +2.7% $73.64 -0.3%
37 JNJ JOHNSON & JOHNSON Healthcare 6,035.0 $1.5M 0.57% -88.0 -1.4% $244.43 -5.6%
38 AMZN AMAZON COM INC Consumer Cyclical 6,944.0 $1.4M 0.56% +199.0 +3.0% $208.27 +31.6%
39 DEM WISDOMTREE TR 28,948.0 $1.4M 0.55% +2K +5.8% $49.69 +11.4%
40 IWR ISHARES TR 14,412.0 $1.4M 0.54% -236.0 -1.6% $97.23 +10.2%
Page 2 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 19.3%
Healthcare 11.0%
Energy 9.3%
Communication Services 8.7%
Industrials 8.6%
Consumer Defensive 7.6%
Consumer Cyclical 5.4%
Utilities 2.7%
Basic Materials 0.6%