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, JPST, PULS, and represent 41.72% of Mbm Wealth Consultants's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$48M), VO (+$17M), BOND (+$13M), JPLD (+$9.1M), JPST, SCHO, PULS, AAPL, BKNG, VSDM.
- Started 7 new stock positions in SPMD, CGSM, FDXF, VSDM, HOOD, BOND, PAYX.
- Reduced shares in these 10 stocks: NEAR (-$17M), SUB, VB, JEF, ARCC, VOO, CSCO, SPYG, VYM, VITL.
- Sold out of its positions in ASTS, ABT, SGOL, ACRS, AMD, Air Lease Corp, FRDM, MO, AMTM, QGRO.
- Mbm Wealth Consultants was a net buyer of stock by $95M.
- Mbm Wealth Consultants has $519M in assets under management (AUM), dropping by 19.06%.
- Central Index Key (CIK): 0001762068
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Portfolio Holdings for Mbm Wealth Consultants
Mbm Wealth Consultants holds 123 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 11.1 | $57M | +516% | 666k | 86.14 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 10.0 | $52M | 329k | 158.03 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.7 | $50M | 73k | 686.81 |
|
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.5 | $28M | +16% | 561k | 50.57 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 5.5 | $28M | +13% | 571k | 49.55 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.2 | $27M | +15% | 1.1M | 24.14 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 5.2 | $27M | +51% | 513k | 52.19 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.6 | $24M | -5% | 78k | 303.12 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $22M | +8% | 315k | 71.25 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 3.2 | $17M | +7578% | 208k | 80.57 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.5 | $13M | +19% | 111k | 117.45 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 2.5 | $13M | NEW | 140k | 92.21 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.4 | $13M | +3% | 246k | 51.00 |
|
| Apple (AAPL) | 1.5 | $7.5M | +71% | 26k | 289.35 |
|
| Lam Research Corp Com New (LRCX) | 1.3 | $6.9M | +2% | 16k | 433.33 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.9 | $4.6M | +15% | 92k | 50.50 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.8 | $4.0M | -7% | 34k | 118.99 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.7 | $3.9M | -6% | 44k | 87.88 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.7 | $3.8M | 62k | 60.79 |
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|
| Valero Energy Corporation (VLO) | 0.7 | $3.7M | -3% | 14k | 260.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.4M | +6% | 9.7k | 353.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.4M | 4.5k | 748.89 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $3.2M | +5% | 16k | 200.09 |
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| Amazon (AMZN) | 0.6 | $3.2M | +7% | 13k | 238.34 |
|
| Abbvie (ABBV) | 0.6 | $3.0M | +2% | 12k | 251.64 |
|
| United Rentals (URI) | 0.5 | $2.8M | +11% | 2.5k | 1132.66 |
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| Cloudflare Cl A Com (NET) | 0.5 | $2.8M | +11% | 11k | 245.27 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.4M | +15% | 6.4k | 372.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.4M | +14% | 4.8k | 496.73 |
|
| FedEx Corporation (FDX) | 0.4 | $2.3M | +9% | 7.4k | 313.11 |
|
| Booking Holdings (BKNG) | 0.4 | $2.2M | +2860% | 13k | 178.24 |
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| Home Depot (HD) | 0.4 | $2.2M | +19% | 6.1k | 352.68 |
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| Costco Wholesale Corporation (COST) | 0.4 | $2.2M | +12% | 2.3k | 935.47 |
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| Waste Management (WM) | 0.4 | $2.2M | +14% | 9.7k | 222.88 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.1M | +18% | 4.2k | 500.39 |
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| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.4 | $2.1M | NEW | 28k | 76.63 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.1M | +24942% | 1.8k | 1199.43 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.1M | +14% | 4.1k | 509.40 |
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| UnitedHealth (UNH) | 0.4 | $2.0M | 4.8k | 415.63 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.0M | +15% | 22k | 92.27 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $1.9M | +6% | 38k | 50.66 |
|
| Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) | 0.4 | $1.9M | NEW | 74k | 26.39 |
|
| Cigna Corp (CI) | 0.4 | $1.8M | +16% | 6.7k | 275.68 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.3 | $1.8M | -6% | 31k | 57.67 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.3 | $1.7M | 21k | 81.94 |
|
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $1.7M | +5% | 33k | 50.39 |
|
| Progressive Corporation (PGR) | 0.3 | $1.6M | 7.4k | 218.46 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.6M | +24% | 14k | 117.67 |
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| Cooper Cos (COO) | 0.3 | $1.6M | 22k | 71.71 |
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| Intercontinental Exchange (ICE) | 0.3 | $1.6M | +17% | 13k | 123.11 |
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| Metropcs Communications (TMUS) | 0.3 | $1.5M | +19% | 9.1k | 167.73 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $1.5M | +8% | 18k | 87.04 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.3 | $1.4M | NEW | 21k | 67.56 |
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| Southwest Airlines (LUV) | 0.3 | $1.4M | +12% | 27k | 51.42 |
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| Oracle Corporation (ORCL) | 0.3 | $1.4M | +4067% | 9.3k | 146.55 |
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| Firstcash Holdings (FCFS) | 0.3 | $1.4M | +9% | 6.3k | 216.30 |
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| United Therapeutics Corporation (UTHR) | 0.2 | $1.3M | +10% | 2.3k | 541.83 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.2M | 21k | 55.01 |
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| Micron Technology (MU) | 0.2 | $1.2M | 1.0k | 1154.29 |
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| Everpure Cl A (P) | 0.2 | $1.1M | +14% | 14k | 78.79 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.0M | -73% | 9.5k | 106.47 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.0M | 4.9k | 205.02 |
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|
| Rocket Cos Com Cl A (RKT) | 0.2 | $955k | +20% | 61k | 15.75 |
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| Boeing Company (BA) | 0.2 | $864k | +19% | 4.0k | 216.47 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $863k | +20% | 65k | 13.36 |
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| International Business Machines (IBM) | 0.2 | $842k | +17% | 3.0k | 281.24 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $835k | +51% | 6.1k | 136.71 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $824k | 2.4k | 343.91 |
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| Bristol Myers Squibb (BMY) | 0.2 | $810k | +2% | 14k | 57.62 |
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| Us Bancorp Com New (USB) | 0.1 | $733k | +5% | 12k | 60.40 |
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| Travel Leisure Ord (TNL) | 0.1 | $666k | +6% | 8.7k | 76.43 |
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| Caretrust Reit (CTRE) | 0.1 | $664k | +2% | 17k | 40.35 |
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| Kodiak Gas Svcs (KGS) | 0.1 | $641k | -12% | 8.5k | 75.13 |
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| Oneok (OKE) | 0.1 | $637k | 7.3k | 86.94 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $614k | NEW | 6.1k | 100.28 |
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| Old Republic International Corporation (ORI) | 0.1 | $602k | +12% | 15k | 40.92 |
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| Federated Hermes CL B (FHI) | 0.1 | $599k | +2% | 11k | 55.22 |
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| Southern Company (SO) | 0.1 | $580k | +11% | 6.1k | 95.72 |
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| Zscaler Incorporated (ZS) | 0.1 | $572k | +36% | 4.0k | 141.15 |
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| Avista Corporation (AVA) | 0.1 | $572k | +13% | 14k | 40.91 |
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| Kinder Morgan (KMI) | 0.1 | $565k | 18k | 31.97 |
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| CNA Financial Corporation (CNA) | 0.1 | $558k | +21% | 12k | 48.61 |
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| Ares Capital Corporation (ARCC) | 0.1 | $554k | -70% | 30k | 18.53 |
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| Prudential Financial (PRU) | 0.1 | $553k | +12% | 5.1k | 107.93 |
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| Ameren Corporation (AEE) | 0.1 | $552k | 4.9k | 113.04 |
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| Realty Income (O) | 0.1 | $548k | +17% | 8.8k | 61.96 |
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| At&t (T) | 0.1 | $534k | +22% | 26k | 20.70 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $527k | NEW | 3.5k | 151.00 |
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| Spire (SR) | 0.1 | $527k | +7% | 6.7k | 78.09 |
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| Dominion Resources (D) | 0.1 | $525k | +7% | 7.7k | 68.29 |
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| Merck & Co (MRK) | 0.1 | $524k | +7% | 4.1k | 128.49 |
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| Clorox Company (CLX) | 0.1 | $518k | +36% | 5.4k | 95.44 |
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| Verizon Communications (VZ) | 0.1 | $518k | +6% | 12k | 42.34 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $499k | 6.1k | 82.34 |
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| Omni (OMC) | 0.1 | $495k | +19% | 6.8k | 72.83 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $483k | +6% | 4.5k | 107.50 |
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| Visa Com Cl A (V) | 0.1 | $476k | +33% | 1.4k | 343.09 |
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| Johnson & Johnson (JNJ) | 0.1 | $468k | 1.8k | 253.97 |
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| American Tower Reit (AMT) | 0.1 | $467k | +20% | 2.9k | 163.57 |
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| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.1 | $450k | +14% | 27k | 16.95 |
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| Pfizer (PFE) | 0.1 | $444k | +14% | 18k | 24.08 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $433k | -5% | 6.2k | 69.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $428k | +3% | 1.2k | 357.37 |
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| Cisco Systems (CSCO) | 0.1 | $421k | -47% | 3.6k | 117.46 |
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| Cme (CME) | 0.1 | $413k | +10% | 1.9k | 220.83 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $406k | +10% | 791.00 | 513.60 |
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| Caterpillar (CAT) | 0.1 | $373k | +108% | 350.00 | 1064.90 |
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| Monster Beverage Corp (MNST) | 0.1 | $322k | 3.4k | 96.12 |
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| TJX Companies (TJX) | 0.1 | $322k | 2.1k | 151.50 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $310k | +5% | 156.00 | 1989.44 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $308k | 6.9k | 44.36 |
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| Paychex (PAYX) | 0.1 | $308k | NEW | 3.1k | 98.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $273k | +12763% | 2.8k | 96.58 |
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| 3M Company (MMM) | 0.1 | $272k | +700% | 1.7k | 161.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $265k | +3130% | 2.1k | 124.17 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $258k | +526% | 3.1k | 82.84 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $247k | 2.7k | 90.79 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $246k | 251.00 | 978.12 |
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| Jefferies Finl Group (JEF) | 0.0 | $243k | -85% | 4.9k | 49.98 |
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| Centene Corporation (CNC) | 0.0 | $239k | 3.7k | 64.19 |
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| Anthem (ELV) | 0.0 | $221k | 571.00 | 386.73 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $215k | 223.00 | 965.00 |
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| LSB Industries (LXU) | 0.0 | $141k | 13k | 10.81 |
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Past Filings by Mbm Wealth Consultants
SEC 13F filings are viewable for Mbm Wealth Consultants going back to 2018
- Mbm Wealth Consultants 2026 Q2 filed July 24, 2026
- Mbm Wealth Consultants 2026 Q1 filed April 20, 2026
- 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