MBA Advisors LLC
13F Reported Value
ⓘ$297.1M
incl. option notional
Equity Holdings
ⓘ$293.7M
Option Notional
ⓘ$3.4M
$3.4M puts / $0 calls
Holdings
166
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MBA Advisors LLC disclosed 166 positions worth $297.1M in its Form 13F-HR for Q2 2026 — $293.7M in common stock plus $3.4M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 23 new positions and exited 3 — including a new stake in $NVDA. The portfolio is most concentrated in Other (69.1% of disclosed assets). All figures are sourced directly from MBA Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1848704.
AI Fund Analysis
Stable
$WTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD BD INDEX FDS - INTERMED TERM
—Quality
$19.2M250,000 shISHARES TR - MSCI INTL QUALTY
—Quality
$15.8M317,950 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$11.8M402,297 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$11.6M341,586 sh- 59.9
Quality
$11.4M119,649 sh SCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$11.4M358,869 shISHARES TR - 1 3 YR TREAS BD
—Quality
$11.3M138,014 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$10.6M188,376 sh- —
Quality
$9.9M131,576 sh DIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$9.8M118,728 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS - INTERMED TERM | — | $19.2M | 250,000 |
| ISHARES TR - MSCI INTL QUALTY | — | $15.8M | 317,950 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $11.8M | 402,297 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $11.6M | 341,586 |
| WisdomTree, Inc.$WT | 59.9 | $11.4M | 119,649 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $11.4M | 358,869 |
| ISHARES TR - 1 3 YR TREAS BD | — | $11.3M | 138,014 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $10.6M | 188,376 |
 ISHARES GOLD TRUST$IAU | — | $9.9M | 131,576 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $9.8M | 118,728 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MBA Advisors LLC's 166 positions.
Showing top 10 of 166 holdings.
Sector Allocation
Other
$203.0M
Financials
$31.6M
Technology
$21.9M
Healthcare
$9.7M
Industrials
$7.8M
Energy
$5.8M
Consumer Staples
$5.0M
Consumer Discretionary
$4.1M
Full Holdings — MBA Advisors LLC (Q2 2026)
All 166 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $19.2M | 6.5% | +14% | — |
| 2 | — | ISHARES TR - MSCI INTL QUALTY | $15.8M | 5.4% | +8% | — |
| 3 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $11.8M | 4.0% | -1% | — |
| 4 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $11.6M | 3.9% | +7% | — |
| 5 | $WT | WisdomTree, Inc. | $11.4M | 3.9% | +2% | 59.9 |
| 6 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $11.4M | 3.9% | +6% | — |
| 7 | — | ISHARES TR - 1 3 YR TREAS BD | $11.3M | 3.9% | +11% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $10.6M | 3.6% | +12% | — |
| 9 | $IAU | ISHARES GOLD TRUST | $9.9M | 3.4% | +8% | — |
| 10 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $9.8M | 3.3% | +17% | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $9.7M | 3.3% | -1% | — |
| 12 | — | ISHARES TR - CORE MSCI INTL | $8.8M | 3.0% | +4% | — |
| 13 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $8.2M | 2.8% | +5% | — |
| 14 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $6.6M | 2.2% | -1% | — |
| 15 | — | ISHARES TR - CORE S&P TTL STK | $6.2M | 2.1% | -3% | — |
| 16 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $6.0M | 2.1% | +3% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $5.0M | 1.7% | +5% | — |
| 18 |  $AAPL | Apple Inc. | $4.7M | 1.6% | +1% | 76.4 |
| 19 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $4.3M | 1.5% | +13% | — |
| 20 |  $GOOG | Alphabet Inc. | $3.4M | 1.2% | +1% | 78.2 |
| 21 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $2.8M | 1.0% | -7% | — |
| 22 |  $MSFT | MICROSOFT CORP | $2.6M | 0.9% | +3% | 79.8 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.9% | -1% | 70.7 |
| 24 | — | ISHARES TR - S&P 500 GRWT ETF | $2.5M | 0.9% | -3% | — |
| 25 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $2.4M | 0.8% | +6% | — |
| 26 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.4M | 0.8% | +13% | — |
| 27 |  $NVDA | NVIDIA CORP | $2.3M | 0.8% | +8% | 85.9 |
| 28 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $2.3M | 0.8% | +0% | — |
| 29 | $NVDAPUT | NVIDIA CORP | $2.2M | — | NEW | 85.9 |
| 30 | — | ISHARES TR - 20 YR TR BD ETF | $2.2M | 0.7% | +10% | — |
| 31 | — | ISHARES TR - CORE S&P500 ETF | $1.9M | 0.7% | +6% | — |
| 32 |  $AMZN | AMAZON COM INC | $1.7M | 0.6% | +4% | 68.7 |
| 33 |  $XOM.R34088 | EXXON MOBIL CORP | $1.7M | 0.6% | -1% | 57.9 |
| 34 |  $MPC | Marathon Petroleum Corp | $1.6M | 0.6% | +0% | 61 |
| 35 | — | ISHARES TR - RUS MID CAP ETF | $1.6M | 0.5% | +0% | — |
| 36 | — | ALPS ETF TR - ALERIAN MLP | $1.6M | 0.5% | +1% | — |
| 37 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.5% | +5% | 70 |
| 38 | — | PROSHARES TR - S&P 500 DV ARIST | $1.6M | 0.5% | +140% | — |
| 39 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.5% | +2% | 69 |
| 40 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.6M | 0.5% | +3% | — |
| 41 |  $ASML | ASML HOLDING NV | $1.6M | 0.5% | -20% | — |
| 42 | $WT | WisdomTree, Inc. | $1.5M | 0.5% | -1% | 59.9 |
| 43 |  $ABBV | AbbVie Inc. | $1.5M | 0.5% | +3% | 72.6 |
| 44 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.5M | 0.5% | -3% | — |
| 45 |  $INTC | INTEL CORP | $1.5M | 0.5% | +105% | 45.6 |
| 46 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.5M | 0.5% | -47% | — |
| 47 |  $MRK | Merck & Co., Inc. | $1.4M | 0.5% | +2% | 59.9 |
| 48 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.4% | -10% | — |
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.2M | 0.4% | -3% | — |
| 50 |  $PLTRPUT | Palantir Technologies Inc. | $1.2M | — | NEW | 84.6 |
| 51 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | $1.2M | 0.4% | +5% | — |
| 52 |  $AMGN | AMGEN INC | $1.1M | 0.4% | +2% | 79.2 |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.4% | +1% | — |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.4% | -4% | 70.3 |
| 55 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $1.1M | 0.4% | NEW | — |
| 56 |  $META | Meta Platforms, Inc. | $1.1M | 0.4% | +5% | 79.6 |
| 57 | — | ISHARES TR - CORE S&P MCP ETF | $1.0M | 0.3% | -19% | — |
| 58 | — | MORGAN STANLEY ETF TRUST - EATON VANCE SHRT | $1.0M | 0.3% | -3% | — |
| 59 |  $MCD | MCDONALDS CORP | $1.0M | 0.3% | +2% | 69 |
| 60 |  $VZ | VERIZON COMMUNICATIONS INC | $992,203 | 0.3% | +4% | 65.8 |
| 61 |  $PEP | PEPSICO INC | $989,528 | 0.3% | +4% | 63.4 |
| 62 |  $CVX | CHEVRON CORP | $976,899 | 0.3% | +6% | 62.8 |
| 63 |  $MO | ALTRIA GROUP, INC. | $973,124 | 0.3% | -0% | 67.4 |
| 64 | — | ISHARES TR - S&P 500 VAL ETF | $955,014 | 0.3% | -4% | — |
| 65 |  $BRK.B | BERKSHIRE HATHAWAY INC | $953,243 | 0.3% | +1% | 73.8 |
| 66 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $940,584 | 0.3% | -2% | — |
| 67 |  $PG | PROCTER & GAMBLE Co | $935,498 | 0.3% | +0% | 64.6 |
| 68 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $875,397 | 0.3% | +5% | — |
| 69 |  $GD | GENERAL DYNAMICS CORP | $866,471 | 0.3% | -0% | 68.7 |
| 70 |  $KO | COCA COLA CO | $855,204 | 0.3% | +3% | 69.5 |
| 71 |  $CINF | CINCINNATI FINANCIAL CORP | $841,965 | 0.3% | +125% | 84.3 |
| 72 |  $PM | Philip Morris International Inc. | $838,810 | 0.3% | +1% | 75.9 |
| 73 | — | ISHARES TR - MSCI EAFE ETF | $789,488 | 0.3% | -6% | — |
| 74 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $768,683 | 0.3% | +67% | — |
| 75 |  $FNB | FNB CORP/PA/ | $747,001 | 0.3% | -2% | 65 |
| 76 |  $CAT | CATERPILLAR INC | $730,293 | 0.3% | -9% | 66.5 |
| 77 |  $RTX | RTX Corp | $725,528 | 0.3% | -1% | 73.2 |
| 78 |  $DUK | Duke Energy CORP | $712,645 | 0.2% | +1% | 56.4 |
| 79 |  $AMD | ADVANCED MICRO DEVICES INC | $705,806 | 0.2% | -12% | 79.8 |
| 80 |  $LLY | ELI LILLY & Co | $687,273 | 0.2% | +2% | 87.5 |
| 81 |  $HD | HOME DEPOT, INC. | $637,293 | 0.2% | +9% | 60.3 |
| 82 |  $PANW | Palo Alto Networks Inc | $617,246 | 0.2% | -3% | 65.5 |
| 83 |  $NFG | NATIONAL FUEL GAS CO | $612,894 | 0.2% | -6% | 67.8 |
| 84 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $602,272 | 0.2% | -1% | — |
| 85 | — | ISHARES INC - CORE MSCI EMKT | $600,507 | 0.2% | -1% | — |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $583,489 | 0.2% | +5% | 67.6 |
| 87 |  $QCOM | QUALCOMM INC/DE | $562,718 | 0.2% | +8% | 70.5 |
| 88 | — | ISHARES TR - CORE MSCI EAFE | $561,209 | 0.2% | -0% | — |
| 89 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $541,616 | 0.2% | -0% | — |
| 90 |  $PFE | PFIZER INC | $540,909 | 0.2% | +3% | 62 |
| 91 |  $WM | WASTE MANAGEMENT INC | $537,426 | 0.2% | +28% | 67.6 |
| 92 |  $TSLA | Tesla, Inc. | $526,591 | 0.2% | -3% | 53.9 |
| 93 | — | ISHARES INC - MSCI JAPAN ETF | $521,667 | 0.2% | +14% | — |
| 94 |  $EMBJ | EMBRAER S.A. | $519,651 | 0.2% | -1% | — |
| 95 |  $GOOGL | Alphabet Inc. | $519,395 | 0.2% | +0% | 78.2 |
| 96 |  $WMT | Walmart Inc. | $518,618 | 0.2% | +2% | 60.2 |
| 97 |  $EMR | EMERSON ELECTRIC CO | $491,148 | 0.2% | -11% | 65.3 |
| 98 |  $MMM | 3M CO | $459,624 | 0.2% | +2% | 64.9 |
| 99 |  $MOH | MOLINA HEALTHCARE, INC. | $427,669 | 0.1% | +0% | 56.5 |
| 100 |  $BTI | British American Tobacco p.l.c. | $425,403 | 0.1% | +1% | — |
| 101 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $413,410 | 0.1% | +25% | — |
| 102 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $406,669 | 0.1% | NEW | — |
| 103 | — | ISHARES TR - RUSSELL 2000 ETF | $400,199 | 0.1% | +0% | — |
| 104 |  $EOG | EOG RESOURCES INC | $399,828 | 0.1% | +11% | 71.9 |
| 105 |  $BMY | BRISTOL MYERS SQUIBB CO | $387,034 | 0.1% | +8% | 70.4 |
| 106 |  $O | REALTY INCOME CORP | $378,947 | 0.1% | +2% | 73.7 |
| 107 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $373,841 | 0.1% | +22% | — |
| 108 |  $DIS | Walt Disney Co | $372,295 | 0.1% | NEW | 60.1 |
| 109 | — | VANGUARD INDEX FDS - SMALL CP ETF | $365,866 | 0.1% | +0% | — |
| 110 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $354,035 | 0.1% | +0% | — |
| 111 |  $T | AT&T INC. | $349,541 | 0.1% | +4% | 65.7 |
| 112 |  $ABT | ABBOTT LABORATORIES | $343,723 | 0.1% | +23% | 65.5 |
| 113 |  $IVZ | Invesco Ltd. | $342,550 | 0.1% | +0% | — |
| 114 | — | ISHARES TR - DOW JONES US ETF | $335,163 | 0.1% | +0% | — |
| 115 |  $GE | GENERAL ELECTRIC CO | $333,367 | 0.1% | -77% | 73.8 |
| 116 | — | ARK ETF TR - BLOC FIN INN ETF | $327,360 | 0.1% | +3% | — |
| 117 |  $PH | Parker-Hannifin Corp | $325,567 | 0.1% | +0% | 65.8 |
| 118 |  $HCA | HCA Healthcare, Inc. | $310,742 | 0.1% | NEW | 68.9 |
| 119 |  $MDT | Medtronic plc | $309,478 | 0.1% | -4% | 68.7 |
| 120 | — | ISHARES TR - MSCI USA QLT FCT | $309,177 | 0.1% | +3% | — |
| 121 |  $CRWD | CrowdStrike Holdings, Inc. | $291,519 | 0.1% | NEW | 67.7 |
| 122 |  $LMT | LOCKHEED MARTIN CORP | $288,354 | 0.1% | -3% | 65.6 |
| 123 | — | PIMCO ETF TR - MULTISECTOR BD | $282,827 | 0.1% | +15% | — |
| 124 |  $TMUS | T-Mobile US, Inc. | $278,264 | 0.1% | +3% | 69.1 |
| 125 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $276,769 | 0.1% | +0% | — |
| 126 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $272,620 | 0.1% | -6% | — |
| 127 | — | ISHARES TR - S&P 100 ETF | $270,524 | 0.1% | NEW | — |
| 128 | — | ARK ETF TR - GENOMIC REV ETF | $270,446 | 0.1% | NEW | — |
| 129 |  $ED | CONSOLIDATED EDISON INC | $265,955 | 0.1% | +0% | 67.3 |
| 130 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $265,706 | 0.1% | -10% | — |
| 131 |  $UNH | UNITEDHEALTH GROUP INC | $263,094 | 0.1% | NEW | 62.7 |
| 132 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $261,264 | 0.1% | +0% | — |
| 133 |  $CF | CF Industries Holdings, Inc. | $260,690 | 0.1% | +8% | 77.4 |
| 134 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $254,591 | 0.1% | NEW | 73.7 |
| 135 |  $ORCL | ORACLE CORP | $249,282 | 0.1% | -3% | 66.2 |
| 136 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $248,385 | 0.1% | +2% | — |
| 137 |  $XYZ | Block, Inc. | $247,380 | 0.1% | NEW | 51.8 |
| 138 | — | ISHARES TR - EXPND TEC SC ETF | $246,102 | 0.1% | NEW | — |
| 139 |  $DOV | DOVER Corp | $245,811 | 0.1% | +4% | 58.1 |
| 140 |  $AXP | AMERICAN EXPRESS CO | $242,525 | 0.1% | NEW | 69.4 |
| 141 |  $PYPL | PayPal Holdings, Inc. | $241,851 | 0.1% | NEW | 64.1 |
| 142 |  $IBIT | iShares Bitcoin Trust ETF | $241,685 | 0.1% | +12% | — |
| 143 | — | ISHARES TR - GLOBAL ENERG ETF | $238,182 | 0.1% | +0% | — |
| 144 |  $EG | EVEREST GROUP, LTD. | $237,915 | 0.1% | +5% | — |
| 145 |  $E | ENI SPA | $234,300 | 0.1% | +0% | — |
| 146 |  $GEV | GE Vernova Inc. | $232,622 | 0.1% | -64% | 81.1 |
| 147 |  $GEHC | GE HealthCare Technologies Inc. | $230,948 | 0.1% | +0% | 55.7 |
| 148 |  $SLV | iShares Silver Trust | $230,670 | 0.1% | +18% | — |
| 149 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $229,005 | 0.1% | -43% | — |
| 150 | — | VANGUARD INDEX FDS - VALUE ETF | $228,391 | 0.1% | +0% | — |
| 151 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $226,354 | 0.1% | +0% | — |
| 152 | — | GLOBAL X FDS - ARTIFICIAL ETF | $225,108 | 0.1% | NEW | — |
| 153 |  $BA | BOEING CO | $223,614 | 0.1% | +0% | 61.6 |
| 154 |  $D | DOMINION ENERGY, INC | $222,352 | 0.1% | -4% | 69.9 |
| 155 |  $GLW | CORNING INC /NY | $220,947 | 0.1% | NEW | 73.7 |
| 156 | — | VANGUARD INDEX FDS - GROWTH ETF | $220,174 | 0.1% | NEW | — |
| 157 |  $DELL | Dell Technologies Inc. | $215,730 | 0.1% | NEW | 71.2 |
| 158 |  $COP | CONOCOPHILLIPS | $215,613 | 0.1% | +0% | 70.2 |
| 159 |  $TT | Trane Technologies plc | $212,181 | 0.1% | NEW | — |
| 160 |  $MELI | MERCADOLIBRE INC | $212,174 | 0.1% | +0% | 80.2 |
| 161 |  $SO | SOUTHERN CO | $211,806 | 0.1% | +0% | 62 |
| 162 |  $ACN | Accenture plc | $209,681 | 0.1% | -17% | — |
| 163 |  $AMAT | APPLIED MATERIALS INC /DE | $209,670 | 0.1% | NEW | 72.3 |
| 164 | $PLTR | Palantir Technologies Inc. | $178,272 | 0.1% | NEW | 84.6 |
| 165 |  $SLI | STANDARD LITHIUM LTD. | $95,865 | 0.0% | +0% | — |
| 166 |  $ORBS | Eightco Holdings Inc. | $9,149 | 0.0% | NEW | 7.9 |
New Positions (23)
$NVDAPUT NVIDIA CORP$2.2M$PLTRPUT Palantir Technologies Inc.$1.2M$DIS Walt Disney Co$372,295$HCA HCA Healthcare, Inc.$310,742$CRWD CrowdStrike Holdings, Inc.$291,519$UNH UNITEDHEALTH GROUP INC$263,094$PNC PNC FINANCIAL SERVICES GROUP, INC.$254,591$XYZ Block, Inc.$247,380$AXP AMERICAN EXPRESS CO$242,525$PYPL PayPal Holdings, Inc.$241,851Exited Positions (3)
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