MEMBERS WEALTH LLC has submitted its latest 13F-HR filing, revealing a total investment value of $200,374,540 as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and the positions it holds in various securities.
Founded in Delaware, MEMBERS WEALTH LLC operates within the financial services sector, focusing on managing investments for its clients. The company is headquartered at 1 S Olive St., Suite 1C, Media, PA 19063, and has been active in filing various reports with the SEC, including several 13F-HR submissions throughout 2026.
The recent filing indicates that the firm holds a total of 128 positions, showcasing a diverse portfolio. Notably, some of the prominent holdings include significant investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The firm has demonstrated a commitment to maintaining a robust and varied investment strategy, which is crucial for navigating the competitive landscape of the financial services industry.
According to the filing, the total value of the reported positions is $200,374,540, indicating a strategic approach to investment management. The filing was officially signed by Tim Thomas, the Chief Compliance Officer, on October 20, 2026, and reflects the company's ongoing efforts to provide transparency regarding its investment activities.
This update may impact various stakeholders, including clients, competitors, and analysts who monitor investment trends within the financial services sector. As MEMBERS WEALTH LLC continues to adapt its investment strategies, industry players may need to reassess their own approaches to remain competitive.
The filing does not specify what actions will follow this report, leaving room for speculation on future investment decisions and potential shifts in strategy.