MBM Wealth Consultants
Latest statistics and disclosures from Mbm Wealth Consultants's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VYM, VOO, PULS, JPST, and represent 45.44% of Mbm Wealth Consultants's stock portfolio.
- Added to shares of these 10 stocks: JPST, PULS, SCHO, JPLD, RKT, NEAR, VITL, AVA, D, SMMU.
- Started 7 new stock positions in MU, RKT, D, AQST, AVA, KGS, VITL.
- Reduced shares in these 10 stocks: JMST, , DXCM, , VUG, , COP, VOO, BLK, SUB.
- Sold out of its positions in AL, BLK, DXCM, FIS, UNM.
- Mbm Wealth Consultants was a net buyer of stock by $13M.
- Mbm Wealth Consultants has $421M in assets under management (AUM), dropping by 4.42%.
- Central Index Key (CIK): 0001762068
Tip: Access up to 7 years of quarterly data
Positions held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mbm Wealth Consultants
Mbm Wealth Consultants holds 110 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.3 | $52M | 106k | 487.86 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 11.2 | $47M | 327k | 143.52 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.8 | $46M | 73k | 627.13 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 5.6 | $24M | +14% | 478k | 49.59 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.5 | $23M | +16% | 461k | 50.59 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.2 | $22M | +11% | 900k | 24.37 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.0 | $21M | 82k | 257.95 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $18M | 288k | 62.47 |
|
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 3.8 | $16M | +11% | 304k | 52.34 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 3.6 | $15M | +4% | 294k | 51.10 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.9 | $12M | -7% | 238k | 50.94 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.4 | $10M | +3% | 84k | 119.35 |
|
| Apple (AAPL) | 1.0 | $4.2M | 16k | 271.85 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $3.9M | -3% | 37k | 106.70 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.9 | $3.9M | +2% | 36k | 106.70 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.9 | $3.7M | +3% | 46k | 80.22 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.9 | $3.6M | +11% | 72k | 50.43 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.8 | $3.5M | +4% | 61k | 56.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $3.1M | -2% | 4.5k | 684.94 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $2.8M | +2% | 15k | 186.50 |
|
| Amazon (AMZN) | 0.7 | $2.8M | 12k | 230.82 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.8M | 8.8k | 313.80 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $2.7M | -2% | 16k | 171.18 |
|
| Abbvie (ABBV) | 0.6 | $2.6M | -2% | 11k | 228.49 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.5M | 5.2k | 483.57 |
|
|
| Valero Energy Corporation (VLO) | 0.5 | $2.3M | 14k | 162.79 |
|
|
| Booking Holdings (BKNG) | 0.5 | $2.2M | 403.00 | 5355.33 |
|
|
| Waste Management (WM) | 0.5 | $2.1M | +3% | 9.6k | 219.71 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.5 | $1.9M | +2% | 38k | 50.50 |
|
| FedEx Corporation (FDX) | 0.4 | $1.9M | 6.5k | 288.84 |
|
|
| Cloudflare Cl A Com (NET) | 0.4 | $1.9M | 9.5k | 197.14 |
|
|
| Ares Capital Corporation (ARCC) | 0.4 | $1.9M | +4% | 93k | 20.23 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.8M | +7% | 3.9k | 453.36 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $1.8M | 18k | 99.91 |
|
|
| Cooper Cos (COO) | 0.4 | $1.7M | +4% | 21k | 81.96 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | +4% | 3.4k | 502.65 |
|
| United Rentals (URI) | 0.4 | $1.7M | -2% | 2.1k | 809.13 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.7M | 3.5k | 483.60 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.7M | +5% | 1.9k | 862.34 |
|
| Jefferies Finl Group (JEF) | 0.4 | $1.7M | 27k | 61.97 |
|
|
| Home Depot (HD) | 0.4 | $1.7M | 4.8k | 344.10 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $1.6M | +2% | 10k | 161.95 |
|
| UnitedHealth (UNH) | 0.4 | $1.6M | +11% | 4.8k | 330.11 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.6M | +8% | 4.5k | 349.99 |
|
| Progressive Corporation (PGR) | 0.4 | $1.6M | +10% | 6.9k | 227.73 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.4 | $1.5M | +5% | 33k | 46.86 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $1.5M | 21k | 74.17 |
|
|
| Cigna Corp (CI) | 0.3 | $1.5M | +8% | 5.3k | 275.23 |
|
| Metropcs Communications (TMUS) | 0.3 | $1.4M | +8% | 7.0k | 203.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.4M | +11% | 9.2k | 154.14 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $1.4M | +3% | 32k | 44.41 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $1.0M | 16k | 64.31 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $996k | 21k | 46.59 |
|
|
| United Therapeutics Corporation (UTHR) | 0.2 | $992k | -2% | 2.0k | 487.25 |
|
| Southwest Airlines (LUV) | 0.2 | $966k | 23k | 41.33 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.2 | $908k | NEW | 47k | 19.36 |
|
| Firstcash Holdings (FCFS) | 0.2 | $887k | 5.6k | 159.37 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $842k | 50k | 16.74 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $771k | -7% | 2.7k | 290.22 |
|
| Pure Storage Cl A (PSTG) | 0.2 | $762k | 11k | 67.01 |
|
|
| Boeing Company (BA) | 0.2 | $726k | +65% | 3.3k | 217.12 |
|
| International Business Machines (IBM) | 0.2 | $717k | -3% | 2.4k | 296.25 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $712k | +4% | 13k | 53.94 |
|
| Zscaler Incorporated (ZS) | 0.1 | $585k | +2% | 2.6k | 224.92 |
|
| Vital Farms (VITL) | 0.1 | $583k | NEW | 18k | 31.94 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $581k | +6% | 11k | 53.36 |
|
| Caretrust Reit (CTRE) | 0.1 | $560k | +4% | 16k | 36.16 |
|
| Old Republic International Corporation (ORI) | 0.1 | $556k | +5% | 12k | 45.64 |
|
| Travel Leisure Ord (TNL) | 0.1 | $552k | +4% | 7.8k | 70.53 |
|
| Cisco Systems (CSCO) | 0.1 | $526k | +4% | 6.8k | 77.03 |
|
| Federated Hermes CL B (FHI) | 0.1 | $522k | +11% | 10k | 52.07 |
|
| Oneok (OKE) | 0.1 | $499k | +3% | 6.8k | 73.50 |
|
| At&t (T) | 0.1 | $488k | +8% | 20k | 24.84 |
|
| Spire (SR) | 0.1 | $486k | +6% | 5.9k | 82.69 |
|
| Ameren Corporation (AEE) | 0.1 | $466k | 4.7k | 99.86 |
|
|
| Prudential Financial (PRU) | 0.1 | $459k | +8% | 4.1k | 112.87 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $455k | +8% | 3.8k | 120.33 |
|
| Kinder Morgan (KMI) | 0.1 | $449k | +8% | 16k | 27.49 |
|
| Southern Company (SO) | 0.1 | $445k | +9% | 5.1k | 87.21 |
|
| Verizon Communications (VZ) | 0.1 | $438k | +10% | 11k | 40.73 |
|
| Avista Corporation (AVA) | 0.1 | $434k | NEW | 11k | 38.54 |
|
| Cme (CME) | 0.1 | $432k | +9% | 1.6k | 273.08 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $423k | 6.1k | 69.67 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $421k | -5% | 7.1k | 59.54 |
|
| CNA Financial Corporation (CNA) | 0.1 | $418k | +11% | 8.8k | 47.74 |
|
| Omni (OMC) | 0.1 | $417k | +10% | 5.2k | 80.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $407k | 712.00 | 570.88 |
|
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $406k | +10% | 21k | 19.13 |
|
| Merck & Co (MRK) | 0.1 | $396k | 3.8k | 105.25 |
|
|
| Realty Income (O) | 0.1 | $388k | +10% | 6.9k | 56.37 |
|
| United Parcel Service CL B (UPS) | 0.1 | $388k | +9% | 3.9k | 99.19 |
|
| Dominion Resources (D) | 0.1 | $386k | NEW | 6.6k | 58.59 |
|
| American Tower Reit (AMT) | 0.1 | $382k | +11% | 2.2k | 175.57 |
|
| Johnson & Johnson (JNJ) | 0.1 | $374k | -2% | 1.8k | 206.95 |
|
| Clorox Company (CLX) | 0.1 | $371k | +11% | 3.7k | 100.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $362k | 1.2k | 313.00 |
|
|
| Visa Com Cl A (V) | 0.1 | $360k | -14% | 1.0k | 350.71 |
|
| Emerson Electric (EMR) | 0.1 | $357k | 2.7k | 132.72 |
|
|
| Pfizer (PFE) | 0.1 | $356k | +10% | 14k | 24.90 |
|
| TJX Companies (TJX) | 0.1 | $323k | 2.1k | 153.61 |
|
|
| Kodiak Gas Svcs (KGS) | 0.1 | $308k | NEW | 8.2k | 37.40 |
|
| Micron Technology (MU) | 0.1 | $285k | NEW | 1.0k | 285.41 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $275k | 6.9k | 39.59 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $256k | 3.3k | 76.67 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $239k | 272.00 | 878.96 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $224k | 2.7k | 82.50 |
|
|
| ConocoPhillips (COP) | 0.1 | $211k | -60% | 2.3k | 93.59 |
|
| Anthem (ELV) | 0.0 | $200k | -10% | 571.00 | 350.55 |
|
| LSB Industries (LXU) | 0.0 | $111k | 13k | 8.50 |
|
|
| Aquestive Therapeutics (AQST) | 0.0 | $110k | NEW | 17k | 6.46 |
|
Past Filings by Mbm Wealth Consultants
SEC 13F filings are viewable for Mbm Wealth Consultants going back to 2018
- Mbm Wealth Consultants 2025 Q4 filed Jan. 26, 2026
- Mbm Wealth Consultants 2025 Q3 filed Oct. 31, 2025
- Mbm Wealth Consultants 2025 Q2 filed Aug. 13, 2025
- Mbm Wealth Consultants 2025 Q1 filed April 28, 2025
- Mbm Wealth Consultants 2024 Q4 filed Jan. 17, 2025
- MBM Wealth Consultants 2024 Q3 filed Oct. 7, 2024
- MBM Wealth Consultants 2024 Q2 filed July 30, 2024
- MBM Wealth Consultants 2024 Q1 filed April 18, 2024
- MBM Wealth Consultants 2023 Q4 filed Jan. 30, 2024
- MBM Wealth Consultants 2023 Q3 filed Oct. 19, 2023
- MBM Wealth Consultants 2023 Q2 filed July 24, 2023
- MBM Wealth Consultants 2023 Q1 filed May 31, 2023
- MBM Wealth Consultants 2022 Q4 filed Feb. 15, 2023
- MBM Wealth Consultants 2022 Q3 filed Oct. 24, 2022
- MBM Wealth Consultants 2022 Q2 filed Aug. 15, 2022
- MBM Wealth Consultants 2022 Q1 filed May 16, 2022