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, VB, and represent 45.56% of Mbm Wealth Consultants's stock portfolio.
- Added to shares of these 10 stocks: SCHO, JPST, PULS, NEAR, JPLD, IEI, BMY, JMST, UNH, CLX.
- Started 4 new stock positions in BMY, PH, BLK, CLX.
- Reduced shares in these 10 stocks: VUG, VOO, NRG, NET, NVDA, LRCX, , PSTG, URI, JEF.
- Sold out of its positions in DOW, NRG, MMM.
- Mbm Wealth Consultants was a net buyer of stock by $8.7M.
- Mbm Wealth Consultants has $403M in assets under management (AUM), dropping by 7.82%.
- Central Index Key (CIK): 0001762068
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Portfolio Holdings for Mbm Wealth Consultants
Mbm Wealth Consultants holds 108 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.7 | $51M | -6% | 107k | 479.61 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 11.5 | $46M | 327k | 140.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.1 | $45M | -4% | 73k | 612.38 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 5.2 | $21M | +18% | 416k | 49.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.1 | $21M | 81k | 254.28 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.0 | $20M | +20% | 396k | 50.73 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.9 | $20M | +31% | 807k | 24.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $17M | 287k | 59.92 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 3.6 | $14M | +16% | 280k | 51.28 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 3.6 | $14M | +13% | 273k | 52.48 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.3 | $13M | +3% | 257k | 51.04 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.4 | $9.6M | +10% | 81k | 119.51 |
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| Apple (AAPL) | 1.0 | $4.0M | 16k | 254.62 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $4.0M | 38k | 106.78 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.9 | $3.7M | -4% | 35k | 104.51 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.9 | $3.5M | -2% | 44k | 78.34 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.8 | $3.2M | +5% | 64k | 50.57 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.8 | $3.2M | 58k | 55.33 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.1M | 4.6k | 669.30 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.7M | -16% | 15k | 186.58 |
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| Microsoft Corporation (MSFT) | 0.7 | $2.7M | -2% | 5.3k | 517.90 |
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| Abbvie (ABBV) | 0.7 | $2.7M | 12k | 231.54 |
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| Amazon (AMZN) | 0.7 | $2.6M | -3% | 12k | 219.57 |
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| Valero Energy Corporation (VLO) | 0.6 | $2.4M | -7% | 14k | 170.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | -11% | 8.9k | 243.55 |
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| Booking Holdings (BKNG) | 0.5 | $2.2M | 401.00 | 5399.27 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $2.1M | -19% | 16k | 133.90 |
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| Waste Management (WM) | 0.5 | $2.1M | +10% | 9.3k | 220.83 |
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| United Rentals (URI) | 0.5 | $2.0M | -15% | 2.1k | 954.44 |
|
| Cloudflare Cl A Com (NET) | 0.5 | $2.0M | -29% | 9.5k | 214.58 |
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| Home Depot (HD) | 0.5 | $1.9M | 4.7k | 405.19 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.5 | $1.9M | 37k | 50.47 |
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| Ares Capital Corporation (ARCC) | 0.5 | $1.8M | +4% | 89k | 20.41 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.7M | +11% | 3.5k | 499.14 |
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| Jefferies Finl Group (JEF) | 0.4 | $1.7M | -15% | 26k | 65.42 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.7M | +11% | 1.8k | 925.63 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $1.7M | 18k | 95.47 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.6M | +4% | 9.8k | 168.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.6M | +15% | 3.2k | 502.74 |
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| Metropcs Communications (TMUS) | 0.4 | $1.6M | +14% | 6.5k | 239.38 |
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| Progressive Corporation (PGR) | 0.4 | $1.5M | +18% | 6.3k | 246.96 |
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| FedEx Corporation (FDX) | 0.4 | $1.5M | +5% | 6.5k | 235.79 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $1.5M | 21k | 72.44 |
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| UnitedHealth (UNH) | 0.4 | $1.5M | +40% | 4.3k | 345.30 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.5M | +16% | 4.2k | 352.75 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.4 | $1.5M | 31k | 46.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.4M | +26% | 3.7k | 391.64 |
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| Cigna Corp (CI) | 0.4 | $1.4M | +18% | 4.9k | 288.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.4M | +6% | 8.2k | 170.85 |
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| Cooper Cos (COO) | 0.3 | $1.4M | +20% | 20k | 68.56 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $1.3M | 30k | 42.79 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $1.1M | -11% | 16k | 68.81 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $955k | 21k | 44.69 |
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| Pure Storage Cl A (PSTG) | 0.2 | $947k | -29% | 11k | 83.81 |
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| Firstcash Holdings (FCFS) | 0.2 | $878k | 5.5k | 158.41 |
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| United Therapeutics Corporation (UTHR) | 0.2 | $875k | -10% | 2.1k | 419.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $849k | 2.9k | 293.74 |
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| Air Lease Corp Cl A (AL) | 0.2 | $824k | -17% | 13k | 63.65 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $795k | -14% | 50k | 16.01 |
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| Zscaler Incorporated (ZS) | 0.2 | $762k | -13% | 2.5k | 299.66 |
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| Southwest Airlines (LUV) | 0.2 | $744k | 23k | 31.91 |
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| International Business Machines (IBM) | 0.2 | $704k | 2.5k | 282.19 |
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| Dex (DXCM) | 0.2 | $621k | +4% | 9.2k | 67.29 |
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| Bristol Myers Squibb (BMY) | 0.1 | $569k | NEW | 13k | 45.10 |
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| ConocoPhillips (COP) | 0.1 | $546k | +2% | 5.8k | 94.58 |
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| Caretrust Reit (CTRE) | 0.1 | $516k | 15k | 34.68 |
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| At&t (T) | 0.1 | $513k | 18k | 28.24 |
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| Unum (UNM) | 0.1 | $494k | +3% | 6.3k | 77.79 |
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| Us Bancorp Del Com New (USB) | 0.1 | $493k | 10k | 48.33 |
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| Old Republic International Corporation (ORI) | 0.1 | $492k | 12k | 42.47 |
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| Ameren Corporation (AEE) | 0.1 | $487k | 4.7k | 104.38 |
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| Oneok (OKE) | 0.1 | $480k | +7% | 6.6k | 72.97 |
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| Federated Hermes CL B (FHI) | 0.1 | $468k | 9.0k | 51.93 |
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| Spire (SR) | 0.1 | $449k | +2% | 5.5k | 81.51 |
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| Cisco Systems (CSCO) | 0.1 | $446k | +3% | 6.5k | 68.42 |
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| Travel Leisure Ord (TNL) | 0.1 | $445k | 7.5k | 59.49 |
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| Southern Company (SO) | 0.1 | $442k | 4.7k | 94.78 |
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| Boeing Company (BA) | 0.1 | $437k | 2.0k | 215.83 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $434k | 7.5k | 58.21 |
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| Verizon Communications (VZ) | 0.1 | $427k | +3% | 9.7k | 43.95 |
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| Kinder Morgan (KMI) | 0.1 | $424k | +3% | 15k | 28.31 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $415k | 6.1k | 68.46 |
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| Visa Com Cl A (V) | 0.1 | $410k | 1.2k | 341.38 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $409k | 719.00 | 568.81 |
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| Clorox Company (CLX) | 0.1 | $406k | NEW | 3.3k | 123.30 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $392k | +2% | 3.5k | 112.74 |
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| Cme (CME) | 0.1 | $391k | 1.4k | 270.19 |
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| Prudential Financial (PRU) | 0.1 | $389k | 3.7k | 103.73 |
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| Realty Income (O) | 0.1 | $380k | +3% | 6.3k | 60.79 |
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| Omni (OMC) | 0.1 | $380k | +7% | 4.7k | 81.52 |
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| American Tower Reit (AMT) | 0.1 | $375k | +7% | 2.0k | 192.32 |
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| CNA Financial Corporation (CNA) | 0.1 | $365k | +5% | 7.9k | 46.46 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $355k | +2% | 19k | 18.41 |
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| Emerson Electric (EMR) | 0.1 | $353k | 2.7k | 131.18 |
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| Fidelity National Information Services (FIS) | 0.1 | $352k | 5.3k | 65.94 |
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| Johnson & Johnson (JNJ) | 0.1 | $344k | 1.9k | 185.42 |
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| Pfizer (PFE) | 0.1 | $330k | -2% | 13k | 25.48 |
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| Merck & Co (MRK) | 0.1 | $316k | 3.8k | 83.92 |
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| TJX Companies (TJX) | 0.1 | $304k | 2.1k | 144.54 |
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| United Parcel Service CL B (UPS) | 0.1 | $298k | +41% | 3.6k | 83.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $281k | 1.2k | 243.10 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $268k | 6.9k | 38.57 |
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| Monster Beverage Corp (MNST) | 0.1 | $225k | 3.3k | 67.31 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $219k | 2.7k | 80.65 |
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| Anthem (ELV) | 0.1 | $207k | 641.00 | 323.12 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $206k | NEW | 272.00 | 758.15 |
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| Blackrock (BLK) | 0.1 | $202k | NEW | 173.00 | 1165.87 |
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| LSB Industries (LXU) | 0.0 | $102k | 13k | 7.88 |
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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 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
- MBM Wealth Consultants 2021 Q4 filed Feb. 15, 2022