MBL Wealth, LLC

RIA/Wealth

MBL Wealth, LLC is a RIA/Wealth based in Charlotte, NC led by Luther Amos Lockwood, reporting $1.1B in AUM as of Q3 2025 with 82% ETF concentration.

CEOLuther Amos Lockwood

Address301 S. Mcdowell Street, Suite 1100, Charlotte, NC, 28204, United States

Top Holdings

Largest long holdings in MBL Wealth, LLC's portfolio (48.1% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$141.4M	12.50%	-$479.0K Sold	— 212.2K shares	Q1 2025 Held for 8 months
2 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$97.9M	8.66%	+$10.9M Bought	— 1.1M shares	Q1 2022 Held for 3y 8m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$54.3M	4.80%	+$769.9K Bought	— 832.3K shares	Q1 2022 Held for 3y 8m
4 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$41.1M	3.64%	+$301.1K Bought	— 624.2K shares	Q1 2022 Held for 3y 8m
5 Amplify CWP Enhanced Dividend Income DIVO	ETF ETF	$40.9M	3.62%	+$870.2K Bought	— 917.3K shares	Q1 2022 Held for 3y 8m
6 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$39.5M	3.49%	+$491.6K Bought	— 516.8K shares	Q1 2023 Held for 2y 8m
7 iShares Core 1-5 Year USD Bond ETF ISTB	ETF ETF	$36.5M	3.22%	+$1.8M Bought	— 746.5K shares	Q1 2022 Held for 3y 8m
8 DFNM Dimensional National Municipal Bond DFNM	ETF ETF	$32.6M	2.89%	+$638.2K Bought	— 680.4K shares	Q3 2022 Held for 3y 2m
9 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$29.7M	2.63%	-$151.4K Sold	— 250.1K shares	Q1 2022 Held for 3y 8m
10 VictoryShares Core Intermediate Bond UITB	ETF ETF	$29.5M	2.61%	+$1.2M Bought	— 620.8K shares	Q2 2024 Held for 1y 5m

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

Market Value

$1.1B

Prior: $1.0B

Q/Q Change

+9.08%

+$94.2M

Net Flows % of MV

+2.91%

Turnover Ratio

3.18%

New Purchases

16 stocks

$7.2M

Added To

103 stocks

+$44.1M

Sold Out Of

16 stocks

$6.9M

Reduced Holdings

83 stocks

-$11.5M

Position	Shares Δ	Change
1 HCA Healthcare HCA	New	0 → 2.9K +$1.2M
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 18.5K +$960.7K
3 HEICO HEI	New	0 → 1.8K +$572.0K
4 ProShares Ultra Bitcoin BITU	New	0 → 9.5K +$507.2K
5 JPMorgan Ultra-Short Income JPST	New	0 → 9.1K +$461.1K

Position	Shares Δ	Change
1 Direxion Auspice Broad Commodity Strategy COM	Sold	102.8K → 0 −$2.8M
2 Vistra VST	Sold	2.4K → 0 −$455.8K
3 SPDR DoubleLine Short Duration Total Return Tactical STOT	Sold	8.5K → 0 −$403.7K
4 Arm Holdings ARM	Sold	2.4K → 0 −$389.3K
5 abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI	Sold	17.4K → 0 −$361.9K