1y return+18.8%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+42.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $174 against $232 in the S&P 500.2
MBE Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $34.8M | 12.2% | −3.5% |
| VBVanguard Index Fds | $29.7M | 10.4% | −1.1% |
| SPYVSpdr Series Trust | $27.9M | 9.8% | +2.1% |
| IVVIshares Tr | $13.7M | 4.8% | |
| ACIOEtf Ser Solutions | $12.9M | 4.6% | |
| IDUBEtf Ser Solutions | $8.9M | 3.1% | |
| DRSKEtf Ser Solutions | $8.3M | 2.9% | |
| SCHPSchwab Strategic Tr | $7.8M | 2.7% | +2.0% |
| OSCVEtf Ser Solutions | $6.0M | 2.1% | |
| DUBSEtf Ser Solutions | $6.0M | 2.1% | |
| HTRBHartford Fds Exchange Traded | $5.5M | 1.9% | +76.9% |
| SCHDSchwab Strategic Tr | $5.1M | 1.8% | +2.1% |
| ADMEEtf Ser Solutions | $5.0M | 1.8% | |
| ASTSAst Spacemobile Inc | $4.4M | 1.5% | |
| RLYSsga Active Etf Tr | $4.0M | 1.4% | +31.5% |
| VCITVanguard Scottsdale Fds | $3.9M | 1.4% | |
| DGROIshares Tr | $3.4M | 1.2% | −2.1% |
| SCHFSchwab Strategic Tr | $3.2M | 1.1% | |
| SCHESchwab Strategic Tr | $2.9M | 1.0% | +1.3% |
| UPSDEtf Ser Solutions | $2.7M | 0.9% | +3.2% |
| JUCYEtf Ser Solutions | $2.3M | 0.8% | −9.4% |
| NVDANvidia Corporation | $2.3M | 0.8% | −1.0% |
| AFIXAllspring Exchange Traded Fu | $2.3M | 0.8% | New |
| MUNIPimco Etf Tr | $2.0M | 0.7% | +15.1% |
| BRTRBlackrock Etf Trust II | $1.9M | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $2.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $34.8M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $1.4M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $13.7M |
| QUALIshares Tr | June 30, 2020 | +128.8% | $1.6M |
| JPMJpmorgan Chase & Co | June 30, 2023 | +125.1% | $1.6M |
| LLYEli Lilly & Co | September 30, 2023 | +123.3% | $1.1M |
| DGROIshares Tr | June 30, 2020 | +101.6% | $3.4M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $1.3M |
Sold off last quarter
- BRBroadridge Finl Solutions In was $274K
- IBITIshares Bitcoin Trust Etf was $224K
- PMPhilip Morris Intl Inc was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MBE Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1775850&type=13F-HR&dateb=&owner=include&count=40CIK 1775850
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1775850/000195175726001046/Filed July 24, 2026 · accession 0001951757-26-001046