MB Generational Wealth
MB Generational Wealth reported 66 stocks worth $204M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are AVUV (10.9%), Dimensional ETF Trust (10.2%) and DISV (8.8%). Compared with Q1 2026, the fund opened new positions in VTEI and MU, added to AVUV, DISV and DFSU, trimmed QUAL, OEF and AVLV and sold out of AGG and RRGB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUV American Centy ETF TR | $22.2M | 10.9% | 178K | +850 (+0%) | 8 of 8 | |
| 2 | DIMENSIONAL ETF TRUST | $20.8M | 10.2% | 499K | −39K (−7%) | 8 of 8 | |
| 3 |  DISV Dimensional ETF Trust | $17.8M | 8.8% | 444K | +3,499 (+1%) | 8 of 8 | |
| 4 |  QUAL Ishares TR | $17.7M | 8.7% | 81K | −815 (−1%) | 8 of 8 | |
| 5 |  OEF Ishares S&P 100 ETF | $16.6M | 8.2% | 45K | −368 (−1%) | 8 of 8 | |
| 6 |  AVLV American Centy ETF TR | $11.5M | 5.7% | 126K | −580 (−0%) | 8 of 8 | |
| 7 | DIMENSIONAL ETF TRUST | $11.2M | 5.5% | 252K | +23K (+10%) | 8 of 8 | |
| 8 |  ISCV Ishares TR Mrning SM CP ETF | $6.8M | 3.3% | 87K | −1,145 (−1%) | 8 of 8 | |
| 9 |  DIHP Dimensional Intern High | $6.5M | 3.2% | 192K | −10K (−5%) | 8 of 8 | |
| 10 |  DFSU Dimensional ETF Trust | $5.1M | 2.5% | 109K | +3,647 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MB Generational Wealth 13F FAQ
What does MB Generational Wealth own?
MB Generational Wealth reported 66 stocks worth $204M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are AVUV (10.9%), Dimensional ETF Trust (10.2%) and DISV (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did MB Generational Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 20 added to, 18 trimmed and 2 sold out. New positions include VTEI and MU. It sold all of AGG and RRGB.
When will MB Generational Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is MB Generational Wealth's portfolio worth?
The Q2 2026 filing reports $204M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.