Mb Generational Wealth 13F annual report

Mb Generational Wealth is an investment fund managing more than $129 billion ran by Andy Bloom. There are currently 17 companies in Mr. Bloom’s portfolio. The largest investments include American Centy Etf Tr and Dimensional Etf Trust, together worth $81 billion.

$129 billion Assets Under Management (AUM)

As of 17th July 2024, Mb Generational Wealth’s top holding is 484,605 shares of American Centy Etf Tr currently worth over $35 billion and making up 27.1% of the portfolio value. In addition, the fund holds 1,521,230 shares of Dimensional Etf Trust worth $46.1 billion. The third-largest holding is Ishares Tr worth $37.3 billion and the next is Vanguard Index Fds worth $5.02 billion, with 24,978 shares owned.

Currently, Mb Generational Wealth's portfolio is worth at least $129 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mb Generational Wealth

The Mb Generational Wealth office and employees reside in Spokane, Washington. According to the last 13-F report filed with the SEC, Andy Bloom serves as the Chief Compliance Officer/Owner at Mb Generational Wealth.

Recent trades

In the most recent 13F filing, Mb Generational Wealth revealed that it had opened a new position in Ishares Tr and bought 9,262 shares worth $651 million.

The investment fund also strengthened its position in American Centy Etf Tr by buying 8,288 additional shares. This makes their stake in American Centy Etf Tr total 484,605 shares worth $35 billion.

On the other hand, there are companies that Mb Generational Wealth is getting rid of from its portfolio. Mb Generational Wealth closed its position in Select Sector Spdr Tr on 23rd July 2024. It sold the previously owned 1,586 shares for $309 million. Andy Bloom also disclosed a decreased stake in Spdr Ser Tr by 0.3%. This leaves the value of the investment at $304 million and 6,227 shares.

One of the smallest hedge funds

The two most similar investment funds to Mb Generational Wealth are Vannoy Advisory and Kearns & Associates. They manage $129 billion and $129 billion respectively.

The complete list of Mb Generational Wealth trades based on 13F SEC filings

These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
American Centy Etf Tr	1.74% 484,605	$34,979,001,000	27.11%
Dimensional Etf Trust	1.62% 1,521,230	$46,050,435,000	35.69%
Ishares Tr	165.67% 262,280	$37,344,188,000	28.94%
Vanguard Index Fds	29.75% 24,978	$5,024,947,000	3.89%
Spdr Index Shs Fds	53.78% 27,835	$1,024,425,000	0.79%
Goldman Sachs Etf Tr	No change 5,027	$537,638,000	0.42%
Ishares Inc	No change 7,645	$467,223,000	0.36%
Vanguard Intl Equity Index F	10.96% 15,655	$961,895,000	0.75%
Ishares Tr	Opened 9,262	$650,794,000	0.50%
Select Sector Spdr Tr	Closed 1,586	$308,532,000
Spdr Ser Tr	27.93% 6,227	$303,504,000	0.24%
Dimensional Etf Trust	Opened 16,860	$538,592,000	0.42%
Invesco Exch Traded Fd Tr Ii	Opened 10,385	$273,956,000	0.21%
Ishares Tr	Closed 54,328	$592,174,000
Manager Directed Portfolios	400.69% 26,011	$251,526,000	0.19%
Schwab Strategic Tr	No change 7,104	$246,935,000	0.19%
Spdr Ser Tr	Opened 5,864	$243,532,000	0.19%
Vanguard Whitehall Fds	Closed 2,735	$207,776,000
Invesco Exch Traded Fd Tr Ii	Closed 14,546	$205,336,000
Schwab Strategic Tr	Closed 11,429	$182,977,000
Tcw Strategic Income Fd Inc	Opened 16,916	$80,182,000	0.06%
Nuveen Amt Free Qlty Mun Inc	Closed 16,514	$77,490,000
Abrdn Asia Pacific Income Fu	12.08% 18,155	$48,655,000	0.04%
Spdr Ser Tr	Closed 10,445	$38,249,000
Lattice Strategies Tr	Closed 11,921	$37,268,000
Ark Etf Tr	Closed 13,562	$6,805,000
Global X Fds	Closed 19,139	$2,265,000
No transactions found
Showing first 500 out of 27 holdings