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Mmbg Investment Advisors

Latest statistics and disclosures from Mmbg Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, GOOGL, AMZN, MSFT, BWMX, and represent 37.26% of Mmbg Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: MSFT, AMZN, AZN, SGOV, MELI, XLF, ANGX, FCX, NFLX, NVDA.
Started 6 new stock positions in CMI, AZN, WDC, EMBJ, FLOT, EWZ.
Reduced shares in these 10 stocks: , BWMX (-$11M), CX, SHV, MU, IAU, AstraZeneca, CRM, BRK.B, PFE.
Sold out of its positions in AstraZeneca, CMCSA, FISV, AIQ, IBOC, IAU, IGV, LMT, OBDC, EUAD. TCEHY.
Mmbg Investment Advisors was a net seller of stock by $-25M.
Mmbg Investment Advisors has $1.1B in assets under management (AUM), dropping by -8.33%.
Central Index Key (CIK): 0001765876

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Positions held by Mmbg Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mmbg Investment Advisors

Mmbg Investment Advisors holds 172 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.3	$101M		398k	253.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	8.5	$92M		320k	287.56	View chart
Amazon (AMZN)	7.6	$82M	+3%	396k	208.27	View chart
Microsoft Corporation (MSFT)	6.7	$72M	+4%	196k	370.17	View chart
Betterware De Mexc S A P I D SHS (BWMX)	5.3	$58M	-15%	3.4M	16.86	View chart
Meta Platforms Cl A (META)	4.5	$49M	+2%	85k	572.13	View chart
NVIDIA Corporation (NVDA)	4.2	$46M	+3%	264k	174.41	View chart
JPMorgan Chase & Co. (JPM)	3.9	$42M		144k	294.16	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$32M		112k	286.86	View chart
Goldman Sachs (GS)	2.8	$31M	+2%	36k	845.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.3	$25M		171k	146.61	View chart
Wal-Mart Stores (WMT)	1.9	$21M		166k	124.53	View chart
Broadcom (AVGO)	1.6	$17M	+8%	55k	309.51	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.4	$15M	+7%	46k	338.89	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.4	$15M	-2%	39k	383.40	View chart
Micron Technology (MU)	1.3	$15M	-21%	43k	337.99	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$14M	-4%	22k	652.19	View chart
Visa Com Cl A (V)	1.3	$14M		45k	302.24	View chart
salesforce (CRM)	1.1	$12M	-16%	61k	186.67	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$11M	+18%	219k	49.37	View chart
Bank of America Corporation (BAC)	1.0	$11M	-3%	220k	48.75	View chart
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX)	1.0	$11M	-31%	929k	11.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$10M		17k	597.55	View chart
Uber Technologies (UBER)	0.9	$9.5M	+5%	132k	71.93	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.8	$9.2M		78k	118.62	View chart
Costco Wholesale Corporation (COST)	0.8	$8.7M		8.7k	996.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$8.6M		15k	577.18	View chart
Eaton Corp SHS (ETN)	0.8	$8.4M		24k	357.67	View chart
Eli Lilly & Co. (LLY)	0.8	$8.2M	+6%	8.9k	919.77	View chart
Thermo Fisher Scientific (TMO)	0.7	$7.9M		16k	492.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.6	$6.4M		38k	168.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$6.3M	-4%	47k	132.90	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.6	$6.3M		58k	108.98	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.6	$6.2M		49k	125.46	View chart
Netflix (NFLX)	0.5	$5.7M	+33%	59k	96.15	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$5.6M		35k	158.58	View chart
Mercadolibre Inc Com (MELI)	0.5	$5.5M	+46%	3.2k	1729.02	View chart
Raytheon Technologies Corp (RTX)	0.5	$5.4M	-2%	28k	192.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$5.2M		84k	61.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$5.1M		7.3k	697.72	View chart
Starbucks Corporation (SBUX)	0.5	$5.0M		56k	89.59	View chart
Danaher Corporation (DHR)	0.5	$5.0M	+9%	26k	190.00	View chart
Fomento Economico Mexicano S Spon Adr Units (FMX)	0.4	$4.8M		44k	111.06	View chart
Walt Disney Company (DIS)	0.4	$4.7M		49k	96.38	View chart
UnitedHealth (UNH)	0.4	$4.6M	-8%	17k	270.59	View chart
McDonald's Corporation (MCD)	0.4	$4.6M		15k	310.79	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$4.1M		51k	81.98	View chart
Abbvie (ABBV)	0.3	$3.7M		17k	217.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.6M		44k	82.57	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$3.4M	-11%	42k	82.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$3.2M		2.4k	1320.83	View chart
Codere Online Luxembourg S A Ordinary Shares (CDRO)	0.3	$3.1M		366k	8.41	View chart
FedEx Corporation (FDX)	0.3	$2.9M		8.2k	357.63	View chart
Apollo Global Mgmt (APO)	0.3	$2.9M	-7%	26k	111.42	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$2.9M	-61%	26k	110.39	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.7M	+24%	39k	69.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$2.7M	+22%	23k	118.60	View chart
Merck & Co (MRK)	0.3	$2.7M		23k	121.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.7M		15k	181.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$2.7M	+5%	17k	161.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.7M	-40%	5.6k	479.20	View chart
Freeport Mcmoran CL B (FCX)	0.2	$2.7M	+129%	46k	58.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.5M		5.8k	430.29	View chart
Servicenow (NOW)	0.2	$2.4M	-7%	23k	104.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$2.2M		73k	30.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.2M	+962%	22k	100.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.2M		28k	79.27	View chart
Astrazeneca Ord (AZN)	0.2	$2.2M	NEW	11k	197.22	View chart
Amgen (AMGN)	0.2	$2.1M		6.0k	351.85	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$2.1M	-8%	14k	147.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.1M		40k	52.56	View chart
S&p Global (SPGI)	0.2	$1.9M		4.6k	425.34	View chart
Spotify Technology S A SHS (SPOT)	0.2	$1.9M		4.0k	484.91	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$1.9M	+7%	22k	84.44	View chart
Angel Studios Cl A Com (ANGX)	0.2	$1.8M	+519%	598k	3.05	View chart
Barrick Mng Corp Com Shs (B)	0.2	$1.8M		43k	40.79	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.8M	+107%	4.5k	390.41	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$1.7M		15k	117.66	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$1.7M	-2%	28k	61.64	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.7M		14k	121.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.7M		25k	67.53	View chart
Boeing Company (BA)	0.2	$1.6M		8.2k	199.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.6M	-10%	2.5k	653.21	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$1.6M		16k	96.29	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.5M		17k	91.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M		3.0k	499.66	View chart
Oracle Corporation (ORCL)	0.1	$1.5M	+6%	9.9k	147.11	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.4M		28k	51.23	View chart
Palo Alto Networks (PANW)	0.1	$1.4M		8.8k	160.32	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.3M		21k	62.64	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$1.3M		21k	62.08	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$1.3M	+403%	25k	49.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M	+35%	6.3k	191.92	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.1M	+102%	18k	62.68	View chart
Ge Vernova (GEV)	0.1	$1.1M		1.3k	873.40	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.1M	+34%	11k	95.44	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.1M	+19%	11k	93.93	View chart
Deere & Company (DE)	0.1	$1.0M	-32%	1.8k	564.92	View chart
Waste Management (WM)	0.1	$979k		4.3k	229.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$973k		17k	58.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$881k		15k	59.55	View chart
Home Depot (HD)	0.1	$872k	-10%	2.7k	328.89	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$857k		17k	50.49	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$842k		11k	74.60	View chart
Cullen/Frost Bankers (CFR)	0.1	$841k		6.1k	138.55	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$841k		6.4k	132.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$839k		2.0k	426.30	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$834k		28k	30.07	View chart
Cadence Design Systems (CDNS)	0.1	$825k		3.0k	277.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$814k	+37%	7.5k	108.99	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$809k		42k	19.30	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$786k	NEW	15k	50.95	View chart
Nike CL B (NKE)	0.1	$784k	-33%	15k	53.33	View chart
Las Vegas Sands (LVS)	0.1	$765k		14k	53.88	View chart
Honeywell International (HON)	0.1	$762k	-15%	3.4k	226.03	View chart
Dell Technologies CL C (DELL)	0.1	$723k		4.4k	164.13	View chart
Chevron Corporation (CVX)	0.1	$714k	-28%	3.5k	206.90	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$704k	-19%	17k	42.31	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$682k		6.2k	110.86	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$679k		13k	52.30	View chart
Novo-nordisk A S Adr (NVO)	0.1	$667k	-40%	18k	37.97	View chart
Johnson & Johnson (JNJ)	0.1	$636k		2.6k	244.44	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$630k		2.7k	234.03	View chart
Tko Group Holdings Cl A (TKO)	0.1	$606k		3.0k	201.65	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$581k		6.3k	91.64	View chart
Tesla Motors (TSLA)	0.1	$567k	-8%	1.5k	371.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$564k		3.8k	148.10	View chart
Constellation Brands Cl A (STZ)	0.1	$561k		3.7k	150.00	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$557k		10k	53.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$540k	-2%	10k	54.05	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$533k		3.2k	166.70	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$532k		14k	36.84	View chart
CVS Caremark Corporation (CVS)	0.0	$501k	-28%	7.0k	71.82	View chart
Urban Outfitters (URBN)	0.0	$495k		7.8k	63.35	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$489k		5.6k	86.69	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$484k	-18%	34k	14.37	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$457k		9.0k	50.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$456k	-47%	12k	38.42	View chart
Starwood Property Trust (STWD)	0.0	$438k	-55%	25k	17.70	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$435k	+20%	16k	26.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$413k		7.3k	56.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$401k		3.9k	102.25	View chart
Paypal Holdings (PYPL)	0.0	$389k	+35%	8.6k	45.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$384k		4.0k	97.13	View chart
Ishares Tr Europe Etf (IEV)	0.0	$381k		5.6k	67.94	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$365k		3.9k	93.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$358k		3.6k	100.57	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$351k		3.5k	100.72	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$342k		93k	3.66	View chart
Western Digital (WDC)	0.0	$340k	NEW	1.3k	270.49	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$337k		3.6k	94.95	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.0	$334k		3.8k	88.38	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$332k		10k	33.22	View chart
Snowflake Com Shs (SNOW)	0.0	$314k		2.1k	150.82	View chart
Lululemon Athletica (LULU)	0.0	$306k	-4%	2.0k	153.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$304k		3.8k	79.56	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$301k		5.4k	56.18	View chart
Intuit (INTU)	0.0	$290k	-50%	670.00	432.38	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$286k		370.00	772.64	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$282k	NEW	7.4k	38.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$282k		880.00	320.81	View chart
On Hldg Namen Akt A (ONON)	0.0	$279k		8.2k	34.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$269k		1.3k	211.15	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$262k		3.5k	73.94	View chart
Pfizer (PFE)	0.0	$261k	-74%	9.3k	28.08	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$255k		2.4k	106.15	View chart
Biogen Idec (BIIB)	0.0	$229k		1.2k	183.33	View chart
Novartis Sponsored Adr (NVS)	0.0	$228k		1.5k	152.75	View chart
Coca-Cola Company (KO)	0.0	$214k	-15%	2.8k	76.58	View chart
Embraer Sponsored Ads (EMBJ)	0.0	$205k	NEW	3.5k	59.34	View chart
Sea Sponsord Ads (SE)	0.0	$205k	+38%	2.5k	82.81	View chart
Cummins (CMI)	0.0	$204k	NEW	380.00	538.02	View chart

Past Filings by Mmbg Investment Advisors

SEC 13F filings are viewable for Mmbg Investment Advisors going back to 2021

Mmbg Investment Advisors 2026 Q1 filed April 30, 2026
Mmbg Investment Advisors 2025 Q4 filed Feb. 9, 2026
Mmbg Investment Advisors 2025 Q3 filed Nov. 7, 2025
Mmbg Investment Advisors 2025 Q2 filed Aug. 12, 2025
Mmbg Investment Advisors 2025 Q1 filed April 25, 2025
Mmbg Investment Advisors 2024 Q4 filed Feb. 14, 2025
Mmbg Investment Advisors 2024 Q3 filed Nov. 13, 2024
Mmbg Investment Advisors 2024 Q2 filed Aug. 13, 2024
Mmbg Investment Advisors 2024 Q1 filed May 10, 2024
Mmbg Investment Advisors 2023 Q4 filed Feb. 14, 2024
Mmbg Investment Advisors 2023 Q3 filed Nov. 14, 2023
Mmbg Investment Advisors 2023 Q2 filed Aug. 11, 2023
Mmbg Investment Advisors 2023 Q1 filed May 11, 2023
Mmbg Investment Advisors 2022 Q4 restated filed Feb. 13, 2023
Mmbg Investment Advisors 2022 Q4 filed Feb. 7, 2023
Mmbg Investment Advisors 2022 Q3 filed Nov. 14, 2022

View all past filings

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