Members Wealth LLC
Net buyer this quarter
$182M
53
+$827K
11.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.22M | 1.77% | 0.00% | -3.5% | Q2 2024 |
 MSFT | $2.81M | 1.54% | 0.00% | -0.4% | Q2 2024 |
 SPY | $2.54M | 1.39% | Not reported | +0.2% | Q2 2024 |
 NVDA | $2.53M | 1.39% | 0.00% | +0.4% | Q2 2024 |
 GOOG | $2.39M | 1.31% | Not reported | +4.1% | Q2 2024 |
 AMZN | $1.75M | 0.96% | 0.00% | -0.4% | Q2 2024 |
 KO | $1.53M | 0.84% | 0.00% | +0.1% | Q2 2024 |
 BRK.B | $1.37M | 0.75% | Not reported | +93.4% | Q2 2024 |
 HD | $1.33M | 0.73% | 0.00% | +1.2% | Q2 2024 |
 QQQ | $1.32M | 0.72% | Not reported | +0.5% | Q2 2024 |
 CALI | $1.2M | 0.66% | Not reported | +19.8% | Q2 2024 |
 VOT | $1.2M | 0.66% | Not reported | -7.3% | Q2 2024 |
| GOOGL | $1.19M | 0.65% | 0.00% | +0.9% | Q2 2024 |
 AVGO | $1.01M | 0.55% | 0.00% | -0.3% | Q2 2024 |
 SYK | $927K | 0.51% | 0.00% | +0.3% | Q2 2024 |
 LLY | $889K | 0.49% | 0.00% | +1.8% | Q2 2024 |
 META | $736K | 0.40% | Not reported | +0.7% | Q2 2024 |
 DMAC | $714K | 0.39% | 0.19% | Not reported | Q4 2025 |
 PG | $603K | 0.33% | 0.00% | -1.2% | Q2 2024 |
 JNJ | $547K | 0.30% | 0.00% | +4.5% | Q2 2024 |
 V | $513K | 0.28% | 0.00% | +7.3% | Q2 2024 |
 ORCL | $480K | 0.26% | 0.00% | -1.2% | Q2 2024 |
 AMD | $475K | 0.26% | 0.00% | +0.4% | Q1 2026 |
 TSLA | $468K | 0.26% | 0.00% | +0.9% | Q2 2024 |
 UNH | $451K | 0.25% | 0.00% | +0.9% | Q2 2024 |
 ACHV | $436K | 0.24% | 0.07% | +122.5% | Q4 2025 |
 RBA | $409K | 0.22% | 0.00% | -46.1% | Q2 2024 |
 XOM | $407K | 0.22% | 0.00% | -3.9% | Q2 2024 |
 SO | $406K | 0.22% | 0.00% | +0.2% | Q2 2024 |
 CRWD | $397K | 0.22% | 0.00% | -1.7% | Q1 2026 |
| MDY | $395K | 0.22% | Not reported | Not reported | Q2 2024 |
 JPM | $368K | 0.20% | 0.00% | +10.2% | Q2 2024 |
 LOW | $324K | 0.18% | 0.00% | -5.0% | Q2 2024 |
 MU | $322K | 0.18% | 0.00% | New | Q2 2026 |
 CAT | $317K | 0.17% | 0.00% | +1.0% | Q1 2026 |
 ABBV | $296K | 0.16% | 0.00% | +2.4% | Q2 2024 |
 BA | $287K | 0.16% | 0.00% | +0.1% | Q2 2024 |
 MA | $277K | 0.15% | 0.00% | -5.4% | Q2 2024 |
 COST | $270K | 0.15% | 0.00% | -4.3% | Q2 2024 |
 CSCO | $266K | 0.15% | 0.00% | +1.4% | Q1 2026 |
 RTX | $260K | 0.14% | 0.00% | -12.7% | Q2 2024 |
 NFLX | $255K | 0.14% | 0.00% | +20.5% | Q2 2024 |
 MRK | $254K | 0.14% | 0.00% | +0.1% | Q4 2024 |
 GWW | $246K | 0.13% | 0.00% | Not reported | Q2 2024 |
 WMT | $242K | 0.13% | 0.00% | -41.9% | Q2 2024 |
 TRV | $239K | 0.13% | 0.00% | +0.4% | Q4 2025 |
 PNC | $238K | 0.13% | 0.00% | +0.9% | Q2 2024 |
 CVX | $235K | 0.13% | 0.00% | -14.8% | Q2 2024 |
| GLD | $233K | 0.13% | 0.00% | New | Q2 2026 |
 TSM | $230K | 0.13% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| MSFT | $3.27M | 1.95% | 0.00% | -0.8% | Q2 2024 |
| AAPL | $3.15M | 1.88% | 0.00% | +8.8% | Q2 2024 |
| NVDA | $2.55M | 1.52% | 0.00% | +1.1% | Q2 2024 |
| SPY | $2.41M | 1.44% | Not reported | +0.2% | Q2 2024 |
| GOOG | $2.19M | 1.31% | Not reported | +2.1% | Q2 2024 |
| AMZN | $1.89M | 1.13% | 0.00% | +5.4% | Q2 2024 |
| KO | $1.4M | 0.84% | 0.00% | +0.5% | Q2 2024 |
| HD | $1.27M | 0.76% | 0.00% | -2.0% | Q2 2024 |
| VOT | $1.2M | 0.72% | Not reported | +0.7% | Q2 2024 |
| QQQ | $1.17M | 0.70% | Not reported | +1.0% | Q2 2024 |
| AVGO | $1.13M | 0.67% | 0.00% | +13.9% | Q2 2024 |
| GOOGL | $1.12M | 0.67% | 0.00% | +3.4% | Q2 2024 |
| CALI | $1M | 0.60% | Not reported | +5.1% | Q2 2024 |
| SYK | $967K | 0.58% | 0.00% | -0.1% | Q2 2024 |
| META | $876K | 0.52% | Not reported | +1.3% | Q2 2024 |
| LLY | $670K | 0.40% | 0.00% | -2.8% | Q2 2024 |
| RBA | $669K | 0.40% | 0.00% | Not reported | Q2 2024 |
| BRK.B | $660K | 0.39% | Not reported | -4.9% | Q2 2024 |
| DMAC | $656K | 0.39% | 0.19% | Not reported | Q4 2025 |
| ORCL | $621K | 0.37% | 0.00% | -4.1% | Q2 2024 |
| PG | $595K | 0.36% | 0.00% | -0.8% | Q2 2024 |
| WMT | $478K | 0.29% | 0.00% | +1.1% | Q2 2024 |
| JNJ | $466K | 0.28% | 0.00% | +1.0% | Q2 2024 |
| XOM | $463K | 0.28% | 0.00% | -3.8% | Q2 2024 |
| V | $434K | 0.26% | 0.00% | -4.4% | Q2 2024 |
| TSLA | $427K | 0.26% | 0.00% | -1.2% | Q2 2024 |
| SO | $389K | 0.23% | 0.00% | -4.9% | Q2 2024 |
| UNH | $380K | 0.23% | 0.00% | -3.3% | Q2 2024 |
| LOW | $379K | 0.23% | 0.00% | -2.0% | Q2 2024 |
| MDY | $373K | 0.22% | Not reported | Not reported | Q2 2024 |
| JPM | $319K | 0.19% | 0.00% | +2.5% | Q2 2024 |
| CVX | $310K | 0.19% | 0.00% | +1.8% | Q2 2024 |
| BA | $306K | 0.18% | 0.00% | +1.4% | Q2 2024 |
| COST | $303K | 0.18% | 0.00% | +47.3% | Q2 2024 |
| MA | $291K | 0.17% | 0.00% | -3.9% | Q2 2024 |
| RTX | $284K | 0.17% | 0.00% | +0.8% | Q2 2024 |
| NFLX | $276K | 0.16% | 0.00% | Not reported | Q2 2024 |
| AMD | $247K | 0.15% | 0.00% | New | Q1 2026 |
| CRWD | $247K | 0.15% | 0.00% | New | Q1 2026 |
| CAT | $239K | 0.14% | 0.00% | New | Q1 2026 |
 HON | $234K | 0.14% | 0.00% | Not reported | Q2 2024 |
| ABBV | $230K | 0.14% | 0.00% | -2.6% | Q2 2024 |
| MRK | $223K | 0.13% | 0.00% | +1.1% | Q4 2024 |
 PEP | $222K | 0.13% | 0.00% | Not reported | Q2 2024 |
 CEG | $221K | 0.13% | 0.00% | -0.6% | Q2 2024 |
| TRV | $218K | 0.13% | 0.00% | +0.1% | Q4 2025 |
| PNC | $215K | 0.13% | 0.00% | +0.6% | Q2 2024 |
 COR | $210K | 0.13% | 0.00% | -0.4% | Q2 2024 |
| GWW | $209K | 0.12% | 0.00% | Not reported | Q2 2024 |
 ABT | $202K | 0.12% | 0.00% | -7.2% | Q2 2024 |
| Q4 2025 | |||||
| MSFT | $3.58M | 2.24% | 0.00% | -4.3% | Q2 2024 |
| AAPL | $2.71M | 1.70% | 0.00% | -3.4% | Q2 2024 |
| SPY | $2.35M | 1.47% | Not reported | -13.2% | Q2 2024 |
| NVDA | $2.33M | 1.46% | 0.00% | -5.7% | Q2 2024 |
| GOOG | $2.12M | 1.33% | Not reported | -2.8% | Q2 2024 |
| AMZN | $1.67M | 1.05% | 0.00% | -1.5% | Q2 2024 |
| HD | $1.47M | 0.92% | 0.00% | -0.7% | Q2 2024 |
| KO | $1.36M | 0.85% | 0.00% | -0.5% | Q2 2024 |
| VOT | $1.19M | 0.75% | Not reported | -11.1% | Q2 2024 |
| QQQ | $1.11M | 0.69% | Not reported | -27.0% | Q2 2024 |
| GOOGL | $1.06M | 0.66% | 0.00% | +2.3% | Q2 2024 |
| SYK | $1.05M | 0.66% | 0.00% | -1.1% | Q2 2024 |
| CALI | $956K | 0.60% | Not reported | +20.8% | Q2 2024 |
| DMAC | $864K | 0.54% | 0.19% | New | Q4 2025 |
| META | $861K | 0.54% | Not reported | -10.0% | Q2 2024 |
| LLY | $796K | 0.50% | 0.00% | -8.4% | Q2 2024 |
| RBA | $762K | 0.48% | 0.00% | -77.0% | Q2 2024 |
| AVGO | $762K | 0.48% | 0.00% | -11.2% | Q2 2024 |
| BRK.B | $720K | 0.45% | Not reported | +0.7% | Q2 2024 |
| ORCL | $630K | 0.39% | 0.00% | -19.5% | Q2 2024 |
| PG | $627K | 0.39% | 0.00% | +0.2% | Q2 2024 |
| TSLA | $485K | 0.30% | 0.00% | +6.5% | Q2 2024 |
| V | $479K | 0.30% | 0.00% | -11.5% | Q2 2024 |
| JNJ | $452K | 0.28% | 0.00% | -8.5% | Q2 2024 |
| LOW | $438K | 0.27% | 0.00% | -1.8% | Q2 2024 |
| XOM | $434K | 0.27% | 0.00% | +27.6% | Q2 2024 |
| WMT | $428K | 0.27% | 0.00% | -10.7% | Q2 2024 |
| SO | $392K | 0.25% | 0.00% | +0.5% | Q2 2024 |
| UNH | $391K | 0.24% | 0.00% | -46.3% | Q2 2024 |
| MDY | $357K | 0.22% | Not reported | -2.8% | Q2 2024 |
| BA | $324K | 0.20% | 0.00% | +12.0% | Q2 2024 |
| MA | $313K | 0.20% | 0.00% | -6.8% | Q2 2024 |
| RTX | $303K | 0.19% | 0.00% | -1.3% | Q2 2024 |
| JPM | $299K | 0.19% | 0.00% | +0.1% | Q2 2024 |
| CVX | $274K | 0.17% | 0.00% | +0.3% | Q2 2024 |
| ABBV | $261K | 0.16% | 0.00% | +2.1% | Q2 2024 |
| ABT | $258K | 0.16% | 0.00% | -38.5% | Q2 2024 |
| COR | $244K | 0.15% | 0.00% | +0.6% | Q2 2024 |
| HON | $236K | 0.15% | 0.00% | -7.4% | Q2 2024 |
| CEG | $221K | 0.14% | 0.00% | +0.7% | Q2 2024 |
| MRK | $210K | 0.13% | 0.00% | Not reported | Q4 2024 |
| PNC | $210K | 0.13% | 0.00% | -8.3% | Q2 2024 |
| TRV | $203K | 0.13% | 0.00% | New | Q4 2025 |
| COST | $200K | 0.13% | 0.00% | Not reported | Q2 2024 |
| ACHV | $153K | 0.10% | 0.06% | New | Q4 2025 |
| Q3 2025 | |||||
| MSFT | $4.14M | 2.62% | 0.00% | +1.1% | Q2 2024 |
| RBA | $3.04M | 1.93% | 0.02% | -2.9% | Q2 2024 |
| AAPL | $2.8M | 1.78% | 0.00% | +2.6% | Q2 2024 |
| SPY | $2.61M | 1.65% | Not reported | +0.6% | Q2 2024 |
| NVDA | $2.48M | 1.57% | 0.00% | +0.1% | Q2 2024 |
| GOOG | $1.61M | 1.02% | Not reported | -0.6% | Q2 2024 |
| AMZN | $1.57M | 1.00% | 0.00% | -6.7% | Q2 2024 |
| HD | $1.52M | 0.96% | 0.00% | -0.4% | Q2 2024 |
| QQQ | $1.46M | 0.92% | Not reported | +19.9% | Q2 2024 |
| VOT | $1.39M | 0.88% | Not reported | -3.5% | Q2 2024 |
| KO | $1.26M | 0.80% | 0.00% | -5.8% | Q2 2024 |
| ORCL | $1.24M | 0.79% | 0.00% | -22.4% | Q2 2024 |
| SYK | $1.08M | 0.69% | 0.00% | Not reported | Q2 2024 |
| META | $1.02M | 0.65% | Not reported | +6.3% | Q2 2024 |
| AVGO | $880K | 0.56% | 0.00% | -8.3% | Q2 2024 |
| CALI | $791K | 0.50% | Not reported | +87.0% | Q2 2024 |
| GOOGL | $762K | 0.48% | 0.00% | +4.3% | Q2 2024 |
| BRK.B | $737K | 0.47% | Not reported | +3.7% | Q2 2024 |
| UNH | $721K | 0.46% | 0.00% | -3.7% | Q2 2024 |
| LLY | $676K | 0.43% | 0.00% | -3.0% | Q2 2024 |
| PG | $642K | 0.41% | 0.00% | -1.5% | Q2 2024 |
| V | $573K | 0.36% | 0.00% | -10.6% | Q2 2024 |
| ABT | $515K | 0.33% | 0.00% | -11.5% | Q2 2024 |
| TSLA | $481K | 0.30% | 0.00% | +15.4% | Q2 2024 |
| SO | $420K | 0.27% | 0.00% | -0.9% | Q2 2024 |
| WMT | $415K | 0.26% | 0.00% | +7.0% | Q2 2024 |
| JNJ | $415K | 0.26% | 0.00% | -5.4% | Q2 2024 |
| LOW | $398K | 0.25% | 0.00% | -3.7% | Q2 2024 |
| MA | $365K | 0.23% | 0.00% | -0.2% | Q2 2024 |
| MDY | $345K | 0.22% | Not reported | +2.1% | Q2 2024 |
| JPM | $309K | 0.20% | 0.00% | +7.0% | Q2 2024 |
| NFLX | $300K | 0.19% | 0.00% | +8.0% | Q2 2024 |
| ABBV | $283K | 0.18% | 0.00% | +7.4% | Q2 2024 |
| XOM | $282K | 0.18% | 0.00% | -7.0% | Q2 2024 |
| CEG | $271K | 0.17% | 0.00% | Not reported | Q2 2024 |
| RTX | $264K | 0.17% | 0.00% | -2.7% | Q2 2024 |
| CVX | $252K | 0.16% | 0.00% | -25.8% | Q2 2024 |
| BA | $251K | 0.16% | 0.00% | Not reported | Q2 2024 |
 NOW | $243K | 0.15% | 0.00% | +1.9% | Q2 2024 |
| HON | $242K | 0.15% | 0.00% | -0.3% | Q2 2024 |
 DIS | $222K | 0.14% | 0.00% | Not reported | Q2 2024 |
 SHOP | $221K | 0.14% | 0.00% | Not reported | Q4 2024 |
| PEP | $216K | 0.14% | 0.00% | -16.7% | Q2 2024 |
| COR | $212K | 0.13% | 0.00% | -30.4% | Q2 2024 |
| PNC | $206K | 0.13% | 0.00% | Not reported | Q2 2024 |
 MRSH | $204K | 0.13% | 0.00% | -18.4% | Q2 2024 |