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Manager record

Members Wealth Llc

Media, PA · CIK 2059574 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$200.37MReported 13F valueQ3 2026 · as filed
128Holdings listed
+9.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $149.1M$149.1MQ2 2025108 holdingsQ3 2025: $157.9M$157.9MQ3 2025104 holdingsQ4 2025: $159.7M$159.7MQ4 2025106 holdingsQ1 2026: $167.4M$167.4MQ1 2026113 holdingsQ2 2026: $182.4M$182.4MQ2 2026120 holdingsQ3 2026: $200.4M$200.4MQ3 2026128 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$200.37M · 128 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$182.43M · 120 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$167.39M · 113 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$159.68M · 106 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$157.89M · 104 holdings listed · View original SEC filing ↗
Jul 10 2025 13F-HR · period Q2 2025

$149.12M · 108 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology