Mb Generational Wealth, LLC Top Holdings and 13F Report (2026) About Mb Generational Wealth, LLCInvestment ActivityMb Generational Wealth, LLC has $180.83 million in total holdings as of March 31, 2026.Mb Generational Wealth, LLC owns shares of 66 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 5.21% of the portfolio was sold this quarter.This quarter, Mb Generational Wealth, LLC has purchased 67 new stocks and bought additional shares in 22 stocks.Mb Generational Wealth, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional US High Profitability ETF $19,775,263Avantis U.S. Small Cap Value ETF $19,570,678Dimensional International Small Cap Value ETF $17,386,848iShares MSCI USA Quality Factor ETF $15,645,716iShares S&P 100 ETF $14,587,008 Largest New Holdings this Quarter 75689M101 - Red Robin Gourmet Burgers $58,894 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 35,064 shares (about $1.36M)Dimensional National Municipal Bond ETF 16,127 shares (about $772.97K)Dimensional Short-Duration Fixed Income ETF 8,975 shares (about $429.72K)Dimensional Core Fixed Income ETF 9,673 shares (about $408.39K)DIMENSIONAL ETF TRUST 4,147 shares (about $305.97K) Largest Sales this Quarter Dimensional US High Profitability ETF 20,748 shares (about $762.70K)iShares Core S&P 500 ETF 550 shares (about $359.27K)iShares MSCI USA Quality Factor ETF 1,084 shares (about $207.92K)Avantis Real Estate ETF 4,321 shares (about $190.21K)Vanguard Total Stock Market ETF 565 shares (about $181.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMb Generational Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDUHPDimensional US High Profitability ETF$19,775,263$762,696 ▼-3.7%537,95610.9%ETFAVUVAvantis U.S. Small Cap Value ETF$19,570,678$34,135 ▲0.2%177,15810.8%ETFDISVDimensional International Small Cap Value ETF$17,386,848$183,159 ▲1.1%440,8439.6%ETFQUALiShares MSCI USA Quality Factor ETF$15,645,716$207,922 ▼-1.3%81,5698.7%ETFOEFiShares S&P 100 ETF$14,587,008$138,679 ▼-0.9%45,8618.1%ETFAVLVAvantis U.S. Large Cap Value ETF$10,236,906$3,386 ▼0.0%126,9935.7%ETFDFACDimensional U.S. Core Equity 2 ETF$8,895,054$1,362,587 ▲18.1%228,9004.9%ETFDIHPDimensional International High Profitability ETF$6,505,862$4,962 ▲0.1%201,9203.6%ETFISCViShares Morningstar Small-Cap Value ETF$6,117,9230.0%88,0153.4%ETFDFSUDimensional US Sustainability Core 1 ETF$4,312,806$238,158 ▲5.8%104,9602.4%ETFAVESAvantis Emerging Markets Value ETF$4,282,392$34,429 ▲0.8%71,3972.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,960,373$429,723 ▲17.0%61,8291.6%ETFDFCFDimensional Core Fixed Income ETF$2,876,406$408,394 ▲16.5%68,1291.6%ETFIVViShares Core S&P 500 ETF$2,789,860$359,266 ▼-11.4%4,2711.5%ETFDFNMDimensional National Municipal Bond ETF$2,722,088$772,967 ▲39.7%56,7931.5%ETFDIMENSIONAL ETF TRUST$2,483,305$305,968 ▲14.1%33,6581.4%WORLD EQUITY ETFDFIPDimensional Inflation-Protected Securities ETF$2,297,729$303,763 ▲15.2%55,0751.3%ETFDFSVDimensional US Small Cap Value ETF$2,265,371$187,884 ▲9.0%64,6511.3%ETFVBRVanguard Small-Cap Value ETF$2,055,414$136,434 ▲7.1%9,4611.1%ETFDFAUDimensional US Core Equity Market ETF$2,029,678$214,230 ▲11.8%44,9841.1%ETFVTIVanguard Total Stock Market ETF$1,861,340$181,258 ▼-8.9%5,8021.0%ETFDFICDimensional International Core Equity 2 ETF$1,798,529$79,516 ▲4.6%50,6201.0%ETFAVEMAvantis Emerging Markets Equity ETF$1,643,5100.0%20,3960.9%ETFDFSIDimensional International Sustainability Core 1 ETF$1,631,552$53,085 ▲3.4%38,4800.9%ETFAVSDAvantis Responsible International Equity ETF$1,457,5460.0%19,7910.8%ETFDIMENSIONAL ETF TRUST$1,452,689$247,008 ▲20.5%28,6470.8%ULTRASHORT FIXEDREETiShares Global REIT ETF$1,335,2890.0%53,0930.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,296,3530.0%16,5330.7%ETFVTVVanguard Value ETF$1,111,865$22,367 ▼-2.0%5,6670.6%ETFDFATDimensional U.S. Targeted Value ETF$1,069,769$17,174 ▼-1.6%17,1300.6%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,053,9700.0%8,4230.6%ETFVLUEiShares MSCI USA Value Factor ETF$911,4380.0%6,4100.5%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$836,547$57,072 ▲7.3%19,7440.5%ETFDFISDimensional International Small Cap ETF$833,130$10,875 ▼-1.3%24,7440.5%ETFDFIVDimensional International Value ETF$824,107$7,706 ▼-0.9%15,6140.5%ETFIWMiShares Russell 2000 ETF$811,2080.0%3,2710.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$728,748$15,387 ▼-2.1%15,5350.4%ETFAVREAvantis Real Estate ETF$722,764$190,210 ▼-20.8%16,4190.4%ETFDFGRDimensional Global Real Estate ETF$657,696$10,791 ▲1.7%24,7440.4%ETFDFUVDimensional US Marketwide Value ETF$618,8340.0%12,7700.3%ETFFNDCSchwab Fundamental International Small Equity ETF$561,9300.0%12,1210.3%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$528,8810.0%7,6450.3%ETFGOSSGossamer Bio$503,309$24,081 ▼-4.6%1,532,1420.3%MedicalGLDSPDR Gold Shares$434,163$80,034 ▼-15.6%1,0090.2%FinanceAVSEAvantis Responsible Emerging Markets Equity ETF$423,443$23,099 ▼-5.2%6,3610.2%ETFVEUVanguard FTSE All-World ex-US ETF$423,189$52,720 ▲14.2%5,6350.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$420,136$104,377 ▲33.1%4,1540.2%ETFIVLUiShares MSCI Intl Value Factor ETF$356,5350.0%8,9850.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$347,1510.0%11,3820.2%ETFDIMENSIONAL ETF TRUST$343,5510.0%6,5500.2%DIMENSIONAL INTESPHQInvesco S&P 500 Quality ETF$337,1520.0%4,4840.2%ETFBBINJPMorgan BetaBuilders International Equity ETF$325,0180.0%4,4450.2%ETFDWXSPDR S&P International Dividend ETF$315,9300.0%6,9280.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$315,8530.0%9,2980.2%ETFPDNInvesco RAFI Developed Markets ex-U.S. Small-Mid ETF$312,5240.0%7,2060.2%ETFIJHiShares Core S&P Mid-Cap ETF$305,3710.0%4,5220.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$301,4270.0%6,6030.2%ETFVTEBVanguard Tax-Exempt Bond ETF$297,2450.0%5,9580.2%ETFVOOVanguard S&P 500 ETF$290,4090.0%4860.2%ETFGOOGLAlphabet$263,4050.0%9160.1%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$256,639$6,136 ▲2.4%24,8440.1%VERT GLB SUST REIJJiShares S&P Mid-Cap 400 Value ETF$240,3550.0%1,8140.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$203,702$94,207 ▼-31.6%2,0520.1%FinanceESGVVanguard ESG U.S. Stock ETF$201,8610.0%1,7980.1%ETFRRGBRed Robin Gourmet Burgers$58,894$58,894 ▲New Holding20,1000.0%Retail/WholesaleCLEANCORE SOLUTIONS INC$10,3330.0%29,0000.0%CLASS B COM SHSGEGE Aerospace$0$7,042,722 ▼-100.0%00.0%AerospaceVNQIVanguard Global ex-U.S. Real Estate ETF$0$238,689 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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