What does MEMBERS WEALTH LLC hold?

MEMBERS WEALTH LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2059574.

What is MEMBERS WEALTH LLC's AUM?

MEMBERS WEALTH LLC reported approximately $200.4M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $279.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source MEMBERS WEALTH LLC's holdings?

All MEMBERS WEALTH LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2059574. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is MEMBERS WEALTH LLC's 13F data updated on 13F Pro?

MEMBERS WEALTH LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

MEMBERS WEALTH LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2059574

Institutional-grade research for retail investors

Sector Allocation

Other76.0%$152.2M
Technology9.7%$19.3M
Financials6.8%$13.5M
Healthcare2.4%$4.9M
Consumer Discretionary2.3%$4.5M
Consumer Staples1.5%$3.0M
Industrials0.5%$1.0M
Energy0.4%$796,135
Utilities0.3%$591,365
Communication Services0.2%$483,327

AUM History

13fpro.ai/research/fund/members-wealth-llc-2059574

Conviction and streaks

Stable · top 10 = 50.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold15.0% weight · held 6 quarters

$Conviction hold6.3% weight · held 6 quarters

$Conviction hold5.5% weight · held 6 quarters

$Conviction hold4.9% weight · held 6 quarters

$Conviction hold4.8% weight · held 6 quarters

$Accumulating+115% shares · 5 quarters running

$Accumulating+135% shares · 5 quarters running

$Accumulating+61% shares · 5 quarters running

$Accumulating+874% shares · 5 quarters running

$Accumulating+217% shares · 5 quarters running

$Trimming-84% shares · 5 quarters running

$ORCLTrimming-45% shares · 5 quarters running

$LOWTrimming-14% shares · 5 quarters running

$Trimming-24% shares · 4 quarters running

$Trimming-7% shares · 2 quarters running

Largest positions — Q3 2026

ISHARES
$30.1M
FIDELITY
$12.6M
SPDR
$11.1M
SPDR
$9.9M
VANGUARD
$9.6M
ISHARES
$7.1M
ISHARES
$6.7M
ISHARES
$5.1M
ISHARES
$5.0M
VANGUARD
$4.9M
MSFT
$4.0M
AAPL
$3.9M
ISHARES
$3.8M
ISHARES
$3.6M
ISHARES
$3.5M
VANGUARD
$3.3M
NVDA
$3.1M
LAZ
$2.6M
SPY
$2.6M
GOOG
$2.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/members-wealth-llc-2059574

MEMBERS WEALTH LLC 13F holdings — Q3 2026

$200.4M portfolio (+9.8% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$30.1M
15.0% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
2
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$12.6M
6.3% of stocks
+0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SPDR SERIES TRUST - ST STR P500GRW
$11.1M
5.5% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR SERIES TRUST - ST STR P500VAL
$9.9M
4.9% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$9.6M
4.8% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - IBONDS DEC 2032
$7.1M
3.5% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
7
ISHARES TR - IBONDS DEC 29
$6.7M
3.3% of stocks
+45%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - RUS 1000 ETF
$5.1M
2.5% of stocks
+26%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR - IBDS DEC28 ETF
$5.0M
2.5% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - MRNGSTR MID CAP
$4.9M
2.4% of stocks
+23%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$30.1M	15.0%	+4%	—	—	—	—
2	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$12.6M	6.3%	+0.8%	—	—	—	—
3	SPDR SERIES TRUST - ST STR P500GRW	$11.1M	5.5%	+10%	—	—	—	—
4	SPDR SERIES TRUST - ST STR P500VAL	$9.9M	4.9%	+6%	—	—	—	—
5	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$9.6M	4.8%	+8%	—	—	—	—
6	ISHARES TR - IBONDS DEC 2032	$7.1M	3.5%	New	—	New this quarter	—	—
7	ISHARES TR - IBONDS DEC 29	$6.7M	3.3%	+45%	—	—	—	—
8	ISHARES TR - RUS 1000 ETF	$5.1M	2.5%	+26%	—	—	—	—
9	ISHARES TR - IBDS DEC28 ETF	$5.0M	2.5%	+8%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR MID CAP	$4.9M	2.4%	+23%	—	—	—	—

All holdings — MEMBERS WEALTH LLC (Q3 2026)

Sort

128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$MSFT	MICROSOFT CORP	Technology	$4.0M	2.0%	7,628	+1%	6+ qtrs	79.8	13F
12	$AAPL	Apple Inc.	Technology	$3.9M	1.9%	12K	+4%	6+ qtrs	75.7	13F
13	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$3.8M	1.9%	40K	+14%	—	—	13F
14	—	ISHARES TR - 0-3 MTH TREASURYetf/fund	—	$3.6M	1.8%	35K	+12%	—	—	13F
15	—	ISHARES TR - IBONDS DEC 2031etf/fund	—	$3.5M	1.8%	176K	+17%	—	—	13F
16	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$3.3M	1.6%	8,655	+15%	—	—	13F
17	$NVDA	NVIDIA CORP	Technology	$3.1M	1.6%	13K	+5%	6+ qtrs	86.0	13F
18	$LAZ	Lazard, Inc.etf/fund	Financials	$2.6M	1.3%	76K	+21%	4 qtrs	49.9	13F
19	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$2.6M	1.3%	3,357	-1%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$GOOG	Alphabet Inc.	Technology	$2.4M	1.2%	6,798	+0.5%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$2.0M	1.0%	8,638	-3%	—	—	13F
22	$IVZ	Invesco Ltd.	Financials	$2.0M	1.0%	24K	+3%	6+ qtrs	—	13F
23	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.0M	1.0%	7,596	+3%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$2.0M	1.0%	2,763	-2%	—	—	13F
25	$IVZ	Invesco Ltd.	Financials	$1.9M	1.0%	23K	+19%	6+ qtrs	—	13F
26	—	ISHARES U S ETF TR - SHOR DURA BD ETF	—	$1.9M	0.9%	38K	+7%
27	—	ISHARES TR - IBONDS DEC 2029	—	$1.7M	0.8%	68K	+55%
28	$KO	COCA COLA CO	Consumer Staples	$1.6M	0.8%	19K	+1%
29	—	ISHARES TR - CORE US AGGBD ET	—	$1.5M	0.8%	16K	+192%
30	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$1.4M	0.7%	60K	New
31	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.4M	0.7%	2,790	+2%
32	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.4M	0.7%	1,822	+2%
33	$GOOGL	Alphabet Inc.	Technology	$1.2M	0.6%	3,521	+6%
34	—	BLACKROCK ETF TRUST II - ISHA SH TERM ETF	—	$1.2M	0.6%	24K	-0.5%
35	—	VANGUARD INDEX FDS - MRNGSTR MD CP GR	—	$1.2M	0.6%	3,883	-1%
36	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$1.1M	0.5%	5,451	-3%
37	—	ISHARES TR - IBONDS DEC 2032	—	$1.1M	0.5%	44K	New
38	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.1M	0.5%	3,713	-2%
39	$META	Meta Platforms, Inc.	Technology	$1.0M	0.5%	1,427	+9%
40	$AVGO	Broadcom Inc.	Technology	$1.0M	0.5%	2,731	+2%
41	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$1.0M	0.5%	14K	-6%
42	$IVZ	Invesco Ltd.	Financials	$992K	0.5%	4,710	+3%
43	$LLY	ELI LILLY & Co	Healthcare	$906K	0.5%	762	+3%
44	$DMAC	DiaMedica Therapeutics Inc.	Healthcare	$810K	0.4%	101K	—
45	$SYK	STRYKER CORP	Healthcare	$804K	0.4%	2,919	-0.9%
46	—	ISHARES TR - IBONDS DEC 28	—	$797K	0.4%	32K	-5%
47	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$775K	0.4%	3,848	-9%
48	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$712K	0.4%	22K	-0.6%
49	—	ISHARES TR - S&P 500 VAL ETF	—	$694K	0.3%	3,006	+0.1%
50	—	ISHARES TR - RUS 1000 GRW ETF	—	$682K	0.3%	5,295	—
51	—	ISHARES TR - MSCI EAFE ETF	—	$662K	0.3%	6,419	+11%
52	—	VANGUARD WORLD FD - INF TECH ETF	—	$636K	0.3%	4,917	+4%
53	$IVZ	Invesco Ltd.	Financials	$627K	0.3%	27K	+58%
54	$PG	PROCTER & GAMBLE Co	Consumer Staples	$624K	0.3%	4,222	+3%
55	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$618K	0.3%	12K	—
56	$AMD	ADVANCED MICRO DEVICES INC	Technology	$567K	0.3%	878	+7%
57	$JNJ	JOHNSON & JOHNSON	Healthcare	$566K	0.3%	2,190	+2%
58	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$538K	0.3%	3,635	+12%
59	$V	VISA INC.	Financials	$534K	0.3%	1,435	-4%
60	$IVZ	Invesco Ltd.	Financials	$532K	0.3%	26K	+31%
61	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$511K	0.3%	3,028	+1%
62	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$511K	0.3%	8,058	—
63	$CRWD	CrowdStrike Holdings, Inc.	Technology	$510K	0.3%	1,920	+269%
64	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$509K	0.3%	17K	—
65	$XOM.R34088	EXXON MOBIL CORP	Energy	$497K	0.3%	3,031	+2%
66	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$487K	0.2%	2,231	+0.0%
67	$ACHV	ACHIEVE LIFE SCIENCES, INC.	Healthcare	$483K	0.2%	67K	—
68	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$480K	0.2%	4,460	-5%
69	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$477K	0.2%	5,631	New
70	$TSLA	Tesla, Inc.	Consumer Discretionary	$446K	0.2%	1,181	+6%
71	$JPM	JPMORGAN CHASE & CO	Financials	$442K	0.2%	1,341	+19%
72	$ORCL	ORACLE CORP	Technology	$441K	0.2%	3,071	-6%
73	—	ISHARES U S ETF TR - SHOR MAT MUN ETF	—	$429K	0.2%	8,658	New
74	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$413K	0.2%	1,098	+1%
75	$IVZ	Invesco Ltd.	Financials	$391K	0.2%	1,252	+10%
76	—	ISHARES TR - 3YRTB ETF	—	$381K	0.2%	5,167	+8%
77	—	ISHARES TR - IBONDS 27 ETF	—	$381K	0.2%	16K	-90%
78	—	ISHARES TR - IBONDS DEC 2030	—	$374K	0.2%	18K	-92%
79	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$373K	0.2%	4,036	—
80	—	ISHARES TR - RUS 1000 VAL ETF	—	$373K	0.2%	1,487	—
81	—	ISHARES TR - RUS TP200 GR ETF	—	$365K	0.2%	1,203	—
82	$ABBV	AbbVie Inc.	Healthcare	$363K	0.2%	1,337	+14%
83	—	LISTED FDS TR - ROUN MA SEVE ETF	—	$361K	0.2%	4,902	—
84	$SO	SOUTHERN CO	Utilities	$356K	0.2%	4,165	-2%
85	$SYY	SYSCO CORP	Consumer Discretionary	$351K	0.2%	4,569	New
86	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$342K	0.2%	2,037	-0.3%
87	—	ISHARES TR - CORE S&P TTL STK	—	$337K	0.2%	1,991	New
88	$MA	Mastercard Inc	Financials	$325K	0.2%	570	+6%
89	$MU	MICRON TECHNOLOGY INC	Technology	$318K	0.2%	292	+5%
90	$CSCO	CISCO SYSTEMS, INC.	Technology	$315K	0.2%	2,680	+18%
91	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$309K	0.1%	3,913	—
92	—	VANGUARD MUN BD FDS - SHORT TAX EXEMPT	—	$308K	0.1%	4,149	New
93	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	—	$308K	0.1%	3,126	New
94	—	ISHARES TR - CORE S&P SCP ETF	—	$304K	0.1%	2,215	-3%
95	$CVX	CHEVRON CORP	Energy	$299K	0.1%	1,457	+3%
96	$MRK	Merck & Co., Inc.	Healthcare	$293K	0.1%	2,050	+4%
97	$RY	ROYAL BANK OF CANADA	Financials	$288K	0.1%	1,506	New
98	$WFC	WELLS FARGO & COMPANY/MN	Financials	$284K	0.1%	3,537	New
99	$RBA	RB GLOBAL INC.	Industrials	$282K	0.1%	3,513	-0.1%
100	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$276K	0.1%	3,926	+0.0%
101	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$267K	0.1%	402	-28%
102	$TRV	TRAVELERS COMPANIES, INC.	Financials	$262K	0.1%	726	+0.3%
103	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$261K	0.1%	1,439	-2%
104	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$258K	0.1%	4,792	-0.3%
105	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$257K	0.1%	273	-6%
106	$RTX	RTX Corp	Industrials	$257K	0.1%	1,424	+4%
107	$CAT	CATERPILLAR INC	Industrials	$256K	0.1%	314	+5%
108	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	—	$252K	0.1%	2,738	—
109	$BA	BOEING CO	Industrials	$251K	0.1%	1,331	+0.5%
110	$ABT	ABBOTT LABORATORIES	Healthcare	$245K	0.1%	2,485	+2%
111	$NFLX	NETFLIX INC	Communication Services	$242K	0.1%	3,472	-3%
112	$DIS	Walt Disney Co	Communication Services	$241K	0.1%	2,304	New
113	$CEG	Constellation Energy Corp	Utilities	$235K	0.1%	786	New
114	$WMT	Walmart Inc.	Consumer Staples	$234K	0.1%	2,168	+1%
115	$IVZ	Invesco Ltd.	Financials	$231K	0.1%	9,941	+15%
116	$IVZ	Invesco Ltd.	Financials	$231K	0.1%	10K	New
117	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$231K	0.1%	2,074	-0.7%
118	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$231K	0.1%	4,675	New
119	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$229K	0.1%	181	—
120	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$225K	0.1%	476	-1%
121	—	ISHARES TR - IBONDS DEC 27	—	$219K	0.1%	8,698	-80%
122	—	SPDR SERIES TRUST - ST STR P500ETF	—	$217K	0.1%	2,373	+4%
123	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$213K	0.1%	977	+1%
124	$PLTR	Palantir Technologies Inc.	Technology	$208K	0.1%	1,072	New
125	$COR	Cencora, Inc.	Consumer Staples	$206K	0.1%	649	New
126	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$205K	0.1%	110	New
127	$IVZ	Invesco Ltd.	Financials	$198K	0.1%	11K	+0.5%
128	$RIME	Algorhythm Holdings, Inc.	Technology	$2K	0.0%	15K	—

What changed in Q3 2026

Against the previous quarter's 13F: 17 new, 67 added to, 29 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (17)

ISHARES TR - IBONDS DEC 2032$7.1M
first bought this quarter
SPDR SERIES TRUST - ST STR AGGRE ETF$1.4M
first bought this quarter
ISHARES TR - IBONDS DEC 2032$1.1M
first bought this quarter
VANGUARD STAR FDS - VG TL INTL STK F$477K
first bought this quarter
ISHARES U S ETF TR - SHOR MAT MUN ETF$429K
first bought this quarter
$SYYSYSCO CORP$351K
first bought this quarter

+11 more in the Excel export

Added to (67)

ISHARES TR - IBONDS DEC 29+45%
now $6.7M
ISHARES TR - CORE S&P500 ETF+4%
now $30.1M
ISHARES TR - RUS 1000 ETF+26%
now $5.1M
ISHARES TR - CORE US AGGBD ET+192%
now $1.5M
SPDR SERIES TRUST - ST STR P500GRW+10%
now $11.1M
VANGUARD INDEX FDS - MRNGSTR MID CAP+23%
now $4.9M

+61 more in the Excel export

Trimmed (29)

ISHARES TR - IBONDS DEC 2030-92%
now $374K
ISHARES TR - IBONDS 27 ETF-90%
now $381K
ISHARES TR - IBONDS DEC 27-80%
now $219K
$MDYSPDR S&P MIDCAP 400 ETF TRUST-28%
now $267K · held 6+ qtrs
SELECT SECTOR SPDR TR - ST STR TECHN ETF-9%
now $775K
VANGUARD SPECIALIZED FUNDS - DIV APP ETF-3%
now $2.0M

+23 more in the Excel export

Sold out (6)

J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFwas $669K
ISHARES TR - CALIF MUN BD ETFwas $479K
VANGUARD MUN BD FDS - TAX EXEMPT BDwas $357K
ISHARES TR - ISHS 5-10YR INVTwas $346K
$GLDSPDR GOLD TRUSTwas $233K
$KLACKLA CORPwas $204K

Firm AUM (Form ADV): $279.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F MEMBERS WEALTH LLC has filed, 7 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of MEMBERS WEALTH's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-0.8%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 23% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

MEMBERS WEALTH LLC disclosed 128 positions worth $200.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 17 new positions and exited 6. The portfolio is most concentrated in Other (76.0% of disclosed assets). All figures are sourced directly from MEMBERS WEALTH LLC’s Form 13F-HR filing with the SEC under CIK 2059574.

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FIRST MERCHANTS CORP$3.05B 13F book · 3 shared top holdingsSYKMDYLOW SIGMA INVESTMENT COUNSELORS INC$2.05B 13F book · 3 shared top holdingsSYKCRWDLOW CAPITAL ADVISORS INC/OK$6.80B 13F book · 3 shared top holdingsSYKSOBA First Financial Bank - Trust Division$1.39B 13F book · 3 shared top holdingsSYKMDYLOW Harbour Trust & Investment Management Co$1.04B 13F book · 3 shared top holdingsSYKMDYLOW Baltimore-Washington Financial Advisors, Inc.$2.67B 13F book · 4 shared top holdingsSOCRWDSYKMDY

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Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

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AI-Powered Hedge Fund Analysis: MEMBERS WEALTH LLC

13F Pro is an AI hedge fund tracker and stock research platform. For MEMBERS WEALTH LLC (SEC CIK: 2059574), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in MEMBERS WEALTH LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.