MBE Wealth Management, LLC

13F filer · CIK 0001775850

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$284MU.S. long equity reported on 13F

Positions779 new · 3 closed

Net flow last quarter+$380KBuys minus sells

Top 10 positions weight18.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202677 positions
QQQInvesco QQQ Trust, Series 1	$34.8M	12.25%	Not reported	-3.5%	Q2 2020
ASTSAST SpaceMobile, Inc.	$4.35M	1.53%	Not reported	-0.2%	Q2 2023
NVDANvidia Corp	$2.31M	0.81%	0.00%	-1.0%	Q1 2020
AAPLApple Inc.	$1.82M	0.64%	0.00%	+1.9%	Q4 2019
JPMJPMorgan Chase & Co	$1.56M	0.55%	0.00%	-0.2%	Q1 2020
FVDFirst Trust Value Line Dividend Fund	$1.45M	0.51%	Not reported	-0.4%	Q1 2020
ABBVAbbVie Inc.	$1.36M	0.48%	0.00%	-0.8%	Q1 2020
MSFTMicrosoft Corp	$1.34M	0.47%	0.00%	+6.5%	Q4 2019
LLYELI LILLY & Co	$1.06M	0.37%	0.00%	+2.1%	Q1 2020
WMTWalmart Inc.	$1.04M	0.37%	0.00%	-0.6%	Q1 2020
AMDAdvanced Micro Devices Inc	$1.03M	0.36%	0.00%	+0.9%	Q4 2021
PEPPepsico Inc	$1.01M	0.36%	0.00%	+0.8%	Q1 2020
AMZNAmazon Com Inc	$970K	0.34%	0.00%	+1.0%	Q1 2020
GLDSPDR Gold Trust	$953K	0.33%	0.00%	+0.4%	Q4 2019
XOMExxonMobil Holdings Corp	$864K	0.30%	0.00%	0.0%	Q4 2019
CATCaterpillar Inc	$818K	0.29%	0.00%	+0.9%	Q1 2020
MGEEMge Energy Inc	$809K	0.28%	0.03%	+0.1%	Q4 2019
GOOGLAlphabet Inc.	$748K	0.26%	0.00%	+5.1%	Q1 2020
ECLEcolab Inc.	$732K	0.26%	0.00%	Not reported	Q4 2019
KLACKla Corp	$703K	0.25%	0.00%	Not reported	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$652K	0.23%	Not reported	+4.2%	Q4 2019
MCDMcdonalds Corp	$575K	0.20%	0.00%	-1.0%	Q1 2020
VVisa Inc.	$568K	0.20%	0.00%	-1.2%	Q1 2020
PWRQuanta Services, Inc.	$554K	0.19%	0.00%	-7.6%	Q1 2025
NUENucor Corp	$523K	0.18%	0.00%	Not reported	Q3 2025
USRTEnigma-Bulwark, Ltd.	$522K	0.18%	Not reported	-2.8%	Q1 2021
AVGOBroadcom Inc.	$489K	0.17%	0.00%	+28.4%	Q3 2024
MAMastercard Inc	$484K	0.17%	0.00%	Not reported	Q1 2020
SLViShares Silver Trust	$474K	0.17%	0.00%	+3.2%	Q1 2020
MOAltria Group, Inc.	$457K	0.16%	0.00%	-10.0%	Q1 2020
ABTAbbott Laboratories	$447K	0.16%	0.00%	Not reported	Q1 2020
JNJJohnson & Johnson	$443K	0.16%	0.00%	-5.4%	Q1 2020
LNTAlliant Energy Corp	$432K	0.15%	0.00%	+2.6%	Q1 2020
MRKMerck & Co., Inc.	$427K	0.15%	0.00%	-4.2%	Q1 2020
ZIMZIM Integrated Shipping Services Ltd.	$422K	0.15%	0.01%	Not reported	Q2 2023
RTXRTX Corp	$414K	0.15%	0.00%	+1.1%	Q3 2024
ASBAssociated Banc-Corp	$375K	0.13%	0.01%	Not reported	Q1 2020
NEENextera Energy Inc	$374K	0.13%	0.00%	+0.1%	Q4 2019
MUMicron Technology Inc	$371K	0.13%	0.00%	Not reported	Q1 2020
PGRProgressive Corp	$368K	0.13%	0.00%	+0.2%	Q1 2025
BRK.BBerkshire Hathaway Inc	$364K	0.13%	Not reported	Not reported	Q1 2020
GLDMWorld Gold Trust	$361K	0.13%	0.00%	-24.4%	Q2 2025
TSLATesla, Inc.	$358K	0.13%	0.00%	+0.4%	Q1 2020
VZVerizon Communications Inc	$358K	0.13%	0.00%	+1.5%	Q4 2019
FANGDiamondback Energy, Inc.	$351K	0.12%	0.00%	-5.6%	Q1 2025
DEDeere & Co	$344K	0.12%	0.00%	-0.9%	Q1 2020
FNDFSchwab Strategic Trust	$342K	0.12%	Not reported	-0.1%	Q4 2023
SOSouthern Co	$336K	0.12%	0.00%	-4.4%	Q1 2020
WECWec Energy Group, Inc.	$326K	0.11%	0.00%	Not reported	Q1 2020
CHEChemed Corp	$315K	0.11%	0.01%	-1.8%	Q1 2025

Q1 2026Reported Apr 21, 202671 positions
QQQInvesco QQQ Trust, Series 1	$28.3M	11.75%	Not reported	+1.0%	Q2 2020
ASTSAST SpaceMobile, Inc.	$4.07M	1.69%	Not reported	+1.3%	Q2 2023
NVDANvidia Corp	$2.04M	0.85%	0.00%	-2.8%	Q1 2020
AAPLApple Inc.	$1.57M	0.65%	0.00%	+2.2%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$1.42M	0.59%	Not reported	+0.4%	Q1 2020
JPMJPMorgan Chase & Co	$1.41M	0.58%	0.00%	+2.3%	Q1 2020
MSFTMicrosoft Corp	$1.25M	0.52%	0.00%	+6.0%	Q4 2019
ABBVAbbVie Inc.	$1.19M	0.49%	0.00%	+1.3%	Q1 2020
PEPPepsico Inc	$1.15M	0.48%	0.00%	+3.0%	Q1 2020
WMTWalmart Inc.	$1.15M	0.48%	0.00%	-0.9%	Q1 2020
GLDSPDR Gold Trust	$1.11M	0.46%	0.00%	+1.4%	Q4 2019
XOMExxonMobil Holdings Corp	$1.07M	0.45%	0.00%	+6.6%	Q4 2019
AMZNAmazon Com Inc	$840K	0.35%	0.00%	+1.8%	Q1 2020
LLYELI LILLY & Co	$799K	0.33%	0.00%	+0.6%	Q1 2020
MGEEMge Energy Inc	$766K	0.32%	0.03%	+0.1%	Q4 2019
ECLEcolab Inc.	$699K	0.29%	0.00%	-13.2%	Q4 2019
MCDMcdonalds Corp	$668K	0.28%	0.00%	+8.0%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$587K	0.24%	Not reported	+7.6%	Q4 2019
SLViShares Silver Trust	$585K	0.24%	0.00%	-10.7%	Q1 2020
GOOGLAlphabet Inc.	$573K	0.24%	0.00%	+10.1%	Q1 2020
GLDMWorld Gold Trust	$558K	0.23%	0.00%	-1.7%	Q2 2025
CATCaterpillar Inc	$539K	0.22%	0.00%	+0.1%	Q1 2020
VVisa Inc.	$506K	0.21%	0.00%	+0.5%	Q1 2020
ABTAbbott Laboratories	$506K	0.21%	0.00%	+0.1%	Q1 2020
USRTEnigma-Bulwark, Ltd.	$478K	0.20%	Not reported	-5.9%	Q1 2021
MAMastercard Inc	$471K	0.20%	0.00%	Not reported	Q1 2020
MOAltria Group, Inc.	$466K	0.19%	0.00%	+1.3%	Q1 2020
PWRQuanta Services, Inc.	$457K	0.19%	0.00%	-9.4%	Q1 2025
JNJJohnson & Johnson	$451K	0.19%	0.00%	+6.0%	Q1 2020
ZIMZIM Integrated Shipping Services Ltd.	$428K	0.18%	0.01%	Not reported	Q2 2023
FANGDiamondback Energy, Inc.	$418K	0.17%	0.00%	-3.6%	Q1 2025
VZVerizon Communications Inc	$418K	0.17%	0.00%	+8.1%	Q4 2019
MRKMerck & Co., Inc.	$417K	0.17%	0.00%	+1.1%	Q1 2020
RTXRTX Corp	$416K	0.17%	0.00%	-0.5%	Q3 2024
NUENucor Corp	$397K	0.16%	0.00%	Not reported	Q3 2025
LNTAlliant Energy Corp	$396K	0.16%	0.00%	+0.3%	Q1 2020
NEENextera Energy Inc	$396K	0.16%	0.00%	+0.1%	Q4 2019
TAt&T Inc.	$363K	0.15%	0.00%	0.0%	Q4 2019
CVXChevron Corp	$360K	0.15%	0.00%	+10.4%	Q1 2020
AMDAdvanced Micro Devices Inc	$359K	0.15%	0.00%	+2.9%	Q4 2021
SOSouthern Co	$355K	0.15%	0.00%	+11.9%	Q1 2020
BRK.BBerkshire Hathaway Inc	$349K	0.14%	Not reported	Not reported	Q1 2020
KLACKla Corp	$343K	0.14%	0.00%	Not reported	Q1 2020
PGRProgressive Corp	$334K	0.14%	0.00%	+5.3%	Q1 2025
WECWec Energy Group, Inc.	$323K	0.13%	0.00%	Not reported	Q1 2020
FNDFSchwab Strategic Trust	$317K	0.13%	Not reported	+27.8%	Q4 2023
TSLATesla, Inc.	$316K	0.13%	0.00%	-0.9%	Q1 2020
ASBAssociated Banc-Corp	$315K	0.13%	0.01%	Not reported	Q1 2020
AVGOBroadcom Inc.	$312K	0.13%	0.00%	-13.5%	Q3 2024
MPLXMPLX LP	$310K	0.13%	0.00%	+0.7%	Q1 2020

Q4 2025Reported Jan 21, 202668 positions
QQQInvesco QQQ Trust, Series 1	$29.8M	12.49%	Not reported	-1.2%	Q2 2020
ASTSAST SpaceMobile, Inc.	$3.52M	1.47%	Not reported	+1.5%	Q2 2023
NVDANvidia Corp	$2.24M	0.94%	0.00%	+3.3%	Q1 2020
AAPLApple Inc.	$1.64M	0.69%	0.00%	+0.3%	Q4 2019
MSFTMicrosoft Corp	$1.54M	0.65%	0.00%	+1.5%	Q4 2019
JPMJPMorgan Chase & Co	$1.51M	0.63%	0.00%	+1.0%	Q1 2020
FVDFirst Trust Value Line Dividend Fund	$1.38M	0.58%	Not reported	-0.7%	Q1 2020
ABBVAbbVie Inc.	$1.23M	0.52%	0.00%	-0.4%	Q1 2020
WMTWalmart Inc.	$1.04M	0.44%	0.00%	+0.1%	Q1 2020
PEPPepsico Inc	$1.04M	0.43%	0.00%	+1.8%	Q1 2020
GLDSPDR Gold Trust	$1.01M	0.42%	0.00%	+4.4%	Q4 2019
LLYELI LILLY & Co	$928K	0.39%	0.00%	+0.1%	Q1 2020
AMZNAmazon Com Inc	$914K	0.38%	0.00%	+3.7%	Q1 2020
ECLEcolab Inc.	$795K	0.33%	0.00%	-2.1%	Q4 2019
MGEEMge Energy Inc	$776K	0.32%	0.03%	+0.1%	Q4 2019
XOMExxonMobil Holdings Corp	$713K	0.30%	0.00%	-0.1%	Q4 2019
SLViShares Silver Trust	$620K	0.26%	0.00%	+5.8%	Q1 2020
ABTAbbott Laboratories	$617K	0.26%	0.00%	+0.1%	Q1 2020
MCDMcdonalds Corp	$608K	0.25%	0.00%	-1.0%	Q1 2020
VVisa Inc.	$585K	0.25%	0.00%	+5.0%	Q1 2020
GOOGLAlphabet Inc.	$566K	0.24%	0.00%	+0.2%	Q1 2020
MAMastercard Inc	$538K	0.23%	0.00%	Not reported	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$528K	0.22%	Not reported	+17.8%	Q4 2019
GLDMWorld Gold Trust	$522K	0.22%	0.00%	-9.6%	Q2 2025
USRTEnigma-Bulwark, Ltd.	$489K	0.20%	Not reported	-14.7%	Q1 2021
CATCaterpillar Inc	$436K	0.18%	0.00%	-0.5%	Q1 2020
AVGOBroadcom Inc.	$403K	0.17%	0.00%	-12.3%	Q3 2024
MOAltria Group, Inc.	$402K	0.17%	0.00%	+1.5%	Q1 2020
RTXRTX Corp	$398K	0.17%	0.00%	Not reported	Q3 2024
PWRQuanta Services, Inc.	$388K	0.16%	0.00%	-1.8%	Q1 2025
TSLATesla, Inc.	$385K	0.16%	0.00%	-2.3%	Q1 2020
NUENucor Corp	$383K	0.16%	0.00%	Not reported	Q3 2025
AMDAdvanced Micro Devices Inc	$367K	0.15%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$366K	0.15%	Not reported	+7.4%	Q1 2020
PGRProgressive Corp	$364K	0.15%	0.00%	+9.4%	Q1 2025
MRKMerck & Co., Inc.	$361K	0.15%	0.00%	+1.2%	Q1 2020
JNJJohnson & Johnson	$360K	0.15%	0.00%	+3.1%	Q1 2020
LNTAlliant Energy Corp	$358K	0.15%	0.00%	-1.1%	Q1 2020
TMOThermo Fisher Scientific Inc.	$351K	0.15%	0.00%	-1.9%	Q1 2020
ZIMZIM Integrated Shipping Services Ltd.	$345K	0.14%	0.01%	Not reported	Q2 2023
NEENextera Energy Inc	$342K	0.14%	0.00%	+0.1%	Q4 2019
BRBroadridge Financial Solutions, Inc.	$337K	0.14%	0.00%	+7.5%	Q1 2025
FANGDiamondback Energy, Inc.	$330K	0.14%	0.00%	+6.8%	Q1 2025
IBITiShares Bitcoin Trust ETF	$327K	0.14%	0.00%	-22.8%	Q1 2025
VZVerizon Communications Inc	$314K	0.13%	0.00%	+3.1%	Q4 2019
ASBAssociated Banc-Corp	$314K	0.13%	0.01%	-3.1%	Q1 2020
TAt&T Inc.	$311K	0.13%	0.00%	-0.1%	Q4 2019
WECWec Energy Group, Inc.	$295K	0.12%	0.00%	Not reported	Q1 2020
AMTAmerican Tower Corp	$292K	0.12%	0.00%	+4.7%	Q1 2025
MPLXMPLX LP	$288K	0.12%	0.00%	+0.8%	Q1 2020

Q3 2025Reported Oct 28, 202573 positions
QQQInvesco QQQ Trust, Series 1	$29.5M	12.76%	Not reported	-3.4%	Q2 2020
ASTSAST SpaceMobile, Inc.	$2.34M	1.01%	Not reported	+1.2%	Q2 2023
NVDANvidia Corp	$2.17M	0.94%	0.00%	-25.8%	Q1 2020
MSFTMicrosoft Corp	$1.63M	0.70%	0.00%	+1.1%	Q4 2019
AAPLApple Inc.	$1.53M	0.66%	0.00%	+2.9%	Q4 2019
JPMJPMorgan Chase & Co	$1.46M	0.63%	0.00%	+27.2%	Q1 2020
FVDFirst Trust Value Line Dividend Fund	$1.4M	0.61%	Not reported	-5.2%	Q1 2020
ABBVAbbVie Inc.	$1.25M	0.54%	0.00%	+4.3%	Q1 2020
PEPPepsico Inc	$995K	0.43%	0.00%	+0.1%	Q1 2020
WMTWalmart Inc.	$962K	0.42%	0.00%	-2.2%	Q1 2020
GLDSPDR Gold Trust	$866K	0.37%	0.00%	+1.6%	Q4 2019
ECLEcolab Inc.	$847K	0.37%	0.00%	-2.4%	Q4 2019
AMZNAmazon Com Inc	$838K	0.36%	0.00%	-3.1%	Q1 2020
MGEEMge Energy Inc	$832K	0.36%	0.03%	+16.6%	Q4 2019
XOMExxonMobil Holdings Corp	$669K	0.29%	0.00%	-1.9%	Q4 2019
ABTAbbott Laboratories	$659K	0.29%	0.00%	0.0%	Q1 2020
LLYELI LILLY & Co	$659K	0.28%	0.00%	+1.9%	Q1 2020
MCDMcdonalds Corp	$610K	0.26%	0.00%	+11.1%	Q1 2020
USRTEnigma-Bulwark, Ltd.	$591K	0.26%	Not reported	-0.4%	Q1 2021
IBITiShares Bitcoin Trust ETF	$554K	0.24%	0.00%	+55.2%	Q1 2025
VVisa Inc.	$542K	0.23%	0.00%	+18.1%	Q1 2020
MAMastercard Inc	$536K	0.23%	0.00%	Not reported	Q1 2020
GLDMWorld Gold Trust	$518K	0.22%	0.00%	-14.0%	Q2 2025
MOAltria Group, Inc.	$454K	0.20%	0.00%	+1.9%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$440K	0.19%	Not reported	-4.3%	Q4 2019
GOOGLAlphabet Inc.	$439K	0.19%	0.00%	-6.3%	Q1 2020
AVGOBroadcom Inc.	$438K	0.19%	0.00%	-0.9%	Q3 2024
TSLATesla, Inc.	$390K	0.17%	0.00%	-14.8%	Q1 2020
PWRQuanta Services, Inc.	$388K	0.17%	0.00%	-11.8%	Q1 2025
SLViShares Silver Trust	$385K	0.17%	0.00%	+1.1%	Q1 2020
LNTAlliant Energy Corp	$375K	0.16%	0.00%	+4.3%	Q1 2020
CATCaterpillar Inc	$365K	0.16%	0.00%	-1.4%	Q1 2020
RTXRTX Corp	$363K	0.16%	0.00%	+11.1%	Q3 2024
ORCLOracle Corp	$362K	0.16%	0.00%	+15.8%	Q1 2020
PGRProgressive Corp	$361K	0.16%	0.00%	-13.2%	Q1 2025
TAt&T Inc.	$354K	0.15%	0.00%	+11.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$340K	0.15%	Not reported	+1.4%	Q1 2020
BRBroadridge Financial Solutions, Inc.	$335K	0.14%	0.00%	-10.2%	Q1 2025
VZVerizon Communications Inc	$329K	0.14%	0.00%	-0.2%	Q4 2019
ASBAssociated Banc-Corp	$323K	0.14%	0.01%	Not reported	Q1 2020
NEENextera Energy Inc	$321K	0.14%	0.00%	+16.8%	Q4 2019
WECWec Energy Group, Inc.	$320K	0.14%	0.00%	+3.5%	Q1 2020
NUENucor Corp	$318K	0.14%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$313K	0.14%	0.00%	+1.6%	Q1 2020
SOSouthern Co	$311K	0.13%	0.00%	+15.9%	Q1 2020
AMTAmerican Tower Corp	$306K	0.13%	0.00%	-8.9%	Q1 2025
ROPRoper Technologies Inc	$304K	0.13%	0.00%	-7.9%	Q1 2025
TMOThermo Fisher Scientific Inc.	$300K	0.13%	0.00%	Not reported	Q1 2020
COSTCostco Wholesale Corp	$296K	0.13%	0.00%	-17.1%	Q1 2020
FANGDiamondback Energy, Inc.	$294K	0.13%	0.00%	-10.6%	Q1 2025

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