MB Generational Wealth, LLC

RIA/Wealth

MB Generational Wealth, LLC is a RIA/Wealth based in Zeeland, MI led by David Lee Wilson, reporting $299.7M in AUM as of Q3 2025 with 97% ETF concentration and 72% concentrated in top 10 holdings.

PresidentDavid Lee Wilson

Portfolio Value: $157.4M
Positions: 66
Top Holding: DUHP at 12.59%
Last Reported: Q3 2025

Address244 East Main Avenue, Zeeland, MI, 49464, United States

Top Holdings

Largest long holdings in MB Generational Wealth, LLC's portfolio (71.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US High Profitability DUHP	ETF ETF	$19.8M	12.59%	-$962.5K Sold	— 525.0K shares	Q3 2025 Held for 2 months
2 Avantis U.S. Small Cap Value AVUV	ETF ETF	$17.0M	10.79%	-$5.1M Sold	— 170.7K shares	Q3 2025 Held for 2 months
3 iShares MSCI USA Quality Factor QUAL	ETF ETF	$16.1M	10.23%	-$1.0M Sold	— 82.8K shares	Q3 2025 Held for 2 months
4 iShares S&P 100 OEF	ETF ETF	$15.9M	10.09%	-$1.4M Sold	— 47.7K shares	Q3 2025 Held for 2 months
5 DISV Dimensional International Small Cap Value DISV	ETF ETF	$15.0M	9.52%	-$1.9M Sold	— 419.9K shares	Q3 2025 Held for 2 months
6 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$9.2M	5.82%	-$491.4K Sold	— 126.7K shares	Q3 2025 Held for 2 months
7 iShares Morningstar Small-Cap Value ISCV	ETF ETF	$6.3M	3.97%	+$4.7M Bought	— 93.9K shares	Q3 2025 Held for 2 months
8 Dimensional International High Profitability DIHP	ETF ETF	$5.9M	3.76%	-$288.9K Sold	— 195.0K shares	Q3 2025 Held for 2 months
9 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$3.9M	2.45%	+$905.5K Bought	— 100.1K shares	Q3 2025 Held for 2 months
10 Avantis Emerging Markets Value AVES	ETF ETF	$3.8M	2.41%	-$1.2M Sold	— 66.1K shares	Q3 2025 Held for 2 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MB Generational Wealth, LLC's latest filing

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GthenC

Market Value

$157.4M

Prior: $134.0M

Q/Q Change

+17.51%

+$23.5M

Net Flows % of MV

+2.24%

Turnover Ratio

10.47%

New Purchases

15 stocks

$8.3M

Added To

17 stocks

+$9.3M

Sold Out Of

0 stocks

Reduced Holdings

24 stocks

-$14.2M

Increased Positions

Position	Shares Δ	Change
1 Gossamer Bio, Inc. GOSS	New	0 → 1.4M +$3.7M
2 DFNM Dimensional National Municipal Bond DFNM	New	0 → 12.3K +$588.8K
3 Dimensional US Core Equity Market DFAU	New	0 → 12.4K +$567.7K
4 AVSE Avantis Responsible Emerging Markets Equity AVSE	New	0 → 6.8K +$434.9K
5 iShares Core S&P Mid-Cap ETF IJH	New	0 → 5.9K +$386.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI Intl Value Factor IVLU	-36.47%	14.3K → 9.1K −$185.5K
2 SPDR Portfolio Developed World ex-US ETF SPDW	-26.18%	9.3K → 6.9K −$104.3K
3 TSI TCW Strategic Income Fund TSI	-24.26%	16.9K → 12.8K −$20.2K
4 Avantis Emerging Markets Value AVES	-24.21%	87.2K → 66.1K −$1.2M
5 REET iShares Global REIT REET	-23.68%	69.6K → 53.1K −$421.0K