# EDGAR Filing Document

**Accession Number:** 0002009056
**File Stem:** 0002009056-26-000002
**Filing Date:** 2026-5
**Character Count:** 11637
**Document Hash:** 544e6209e6a3df30a256b490c301bce3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002009056-26-000002.hdr.sgml**: 20260504

**ACCESSION NUMBER**: 0002009056-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260504

**DATE AS OF CHANGE**: 20260504

**EFFECTIVENESS DATE**: 20260504

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MB Generational Wealth, LLC
- **CENTRAL INDEX KEY:** 0002009056

**ORGANIZATION NAME:**
- **EIN:** 932715496
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23634
- **FILM NUMBER:** 26938331

**BUSINESS ADDRESS:**
- **STREET 1:** 111 S. POST STREET
- **STREET 2:** STE 2250
- **CITY:** SPOKANE
- **STATE:** WA
- **ZIP:** 99201-6021
- **BUSINESS PHONE:** 50970315496

**MAIL ADDRESS:**
- **STREET 1:** 111 S. POST STREET
- **STREET 2:** STE 2250
- **CITY:** SPOKANE
- **STATE:** WA
- **ZIP:** 99201-6021

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MB Generational Wealth LLC<br>**Address:** 111 S. POST STREET<br>STE 2250<br>SPOKANE, WA 99201-6021

**Form 13F File Number:** 028-23634

**CRD Number (if applicable):** 000327967

**SEC File Number (if applicable):** 801-128683

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Andy Bloom<br>**Title:** Chief Compliance Officer/Owner<br>**Phone:** 509-703-5713

**Signature, Place, and Date of Signing:**

/s/Andy Bloom  Spokane, WA  05-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $180831970

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 263405 | 916 | SH |  | SOLE |  | 916 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | BBG00Q6ZDXT0 | 1643510 | 20396 | SH |  | SOLE |  | 20396 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 | BBG0161JYFR2 | 1457546 | 19791 | SH |  | SOLE |  | 19791 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 | BBG0161JWX22 | 423443 | 6361 | SH |  | SOLE |  | 6361 | 0 | 0 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | BBG012NXXGN9 | 4282392 | 71397 | SH |  | SOLE |  | 71397 | 0 | 0 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | BBG012R478M7 | 722764 | 16419 | SH |  | SOLE |  | 16419 | 0 | 0 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | BBG012NL46D0 | 10236906 | 126993 | SH |  | SOLE |  | 126993 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 19570678 | 177158 | SH |  | SOLE |  | 177158 | 0 | 0 |
| CLEANCORE SOLUTIONS INC | CLASS B COM SHS | 184492106 | BBG01JPMJ6T6 | 10333 | 29000 | SH |  | SOLE |  | 29000 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | BBG01254CL28 | 2876406 | 68129 | SH |  | SOLE |  | 68129 | 0 | 0 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 | BBG01JY7QW78 | 343551 | 6550 | SH |  | SOLE |  | 6550 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | BBG01B92W7S9 | 836547 | 19744 | SH |  | SOLE |  | 19744 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | BBG01BN60P09 | 657696 | 24744 | SH |  | SOLE |  | 24744 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | BBG01254K0G0 | 2297729 | 55075 | SH |  | SOLE |  | 55075 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | BBG01B92VTS2 | 1631552 | 38480 | SH |  | SOLE |  | 38480 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 824107 | 15614 | SH |  | SOLE |  | 15614 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | BBG01631TNW2 | 1798529 | 50620 | SH |  | SOLE |  | 50620 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | BBG01636J356 | 6505862 | 201920 | SH |  | SOLE |  | 201920 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | BBG01633DW64 | 833130 | 24744 | SH |  | SOLE |  | 24744 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | BBG01633Y2Y6 | 17386848 | 440843 | SH |  | SOLE |  | 440843 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | BBG012558MV6 | 2722088 | 56793 | SH |  | SOLE |  | 56793 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | BBG01254JDW6 | 2960373 | 61829 | SH |  | SOLE |  | 61829 | 0 | 0 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | BBG01J9W4CB4 | 1452689 | 28647 | SH |  | SOLE |  | 28647 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | BBG00Y2JG0C0 | 2029678 | 44984 | SH |  | SOLE |  | 44984 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 8895054 | 228900 | SH |  | SOLE |  | 228900 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 19775263 | 537956 | SH |  | SOLE |  | 537956 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 618834 | 12770 | SH |  | SOLE |  | 12770 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | BBG015DG3GG1 | 2265371 | 64651 | SH |  | SOLE |  | 64651 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | BBG01B92NHL4 | 4312806 | 104960 | SH |  | SOLE |  | 104960 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 1069769 | 17130 | SH |  | SOLE |  | 17130 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | BBG01J9W24S6 | 2483305 | 33658 | SH |  | SOLE |  | 33658 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | BBG012G2PD33 | 315853 | 9298 | SH |  | SOLE |  | 9298 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | BBG00B0SKXY1 | 1053970 | 8423 | SH |  | SOLE |  | 8423 | 0 | 0 |
| GOSSAMER BIO INC | COM | 38341P102 | BBG00MVWLMC1 | 503309 | 1532142 | SH |  | SOLE |  | 1532142 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E735 | BBG001SSH3K8 | 312524 | 7206 | SH |  | SOLE |  | 7206 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 | BBG001SDTVQ0 | 337152 | 4484 | SH |  | SOLE |  | 4484 | 0 | 0 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 | BBG001T2TH39 | 528881 | 7645 | SH |  | SOLE |  | 7645 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 305371 | 4522 | SH |  | SOLE |  | 4522 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 2789860 | 4271 | SH |  | SOLE |  | 4271 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 203702 | 2052 | SH |  | SOLE |  | 2052 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | BBG001SYVWS7 | 1296353 | 16533 | SH |  | SOLE |  | 16533 | 0 | 0 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | BBG006S5D3J3 | 1335289 | 53093 | SH |  | SOLE |  | 53093 | 0 | 0 |
| ISHARES TR | MRNING SM CP ETF | 464288703 | BBG001SBRKG1 | 6117923 | 88015 | SH |  | SOLE |  | 88015 | 0 | 0 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | BBG009DR6401 | 356535 | 8985 | SH |  | SOLE |  | 8985 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 15645716 | 81569 | SH |  | SOLE |  | 81569 | 0 | 0 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | BBG004FPWGT7 | 911438 | 6410 | SH |  | SOLE |  | 6410 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 811208 | 3271 | SH |  | SOLE |  | 3271 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 | BBG001SGB026 | 14587008 | 45861 | SH |  | SOLE |  | 45861 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 | BBG001SFQJM9 | 240355 | 1814 | SH |  | SOLE |  | 1814 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | BBG00QRCN9C8 | 325018 | 4445 | SH |  | SOLE |  | 4445 | 0 | 0 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | BBG01KDX7TH8 | 256639 | 24844 | SH |  | SOLE |  | 24844 | 0 | 0 |
| RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | BBG001SBKKW0 | 58894 | 20100 | SH |  | SOLE |  | 20100 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | BBG0051QD594 | 561930 | 12121 | SH |  | SOLE |  | 12121 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 347151 | 11382 | SH |  | SOLE |  | 11382 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 434163 | 1009 | SH |  | SOLE |  | 1009 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X772 | BBG001T21KR6 | 315930 | 6928 | SH |  | SOLE |  | 6928 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | BBG001SRXRJ1 | 301427 | 6603 | SH |  | SOLE |  | 6603 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | BBG001SRXRD7 | 728748 | 15535 | SH |  | SOLE |  | 15535 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 290409 | 486 | SH |  | SOLE |  | 486 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 2055414 | 9461 | SH |  | SOLE |  | 9461 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1861340 | 5802 | SH |  | SOLE |  | 5802 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 1111865 | 5667 | SH |  | SOLE |  | 5667 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 423189 | 5635 | SH |  | SOLE |  | 5635 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 297245 | 5958 | SH |  | SOLE |  | 5958 | 0 | 0 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | BBG01FQJQMT7 | 420136 | 4154 | SH |  | SOLE |  | 4154 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | BBG00M0P2SP4 | 201861 | 1798 | SH |  | SOLE |  | 1798 | 0 | 0 |

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