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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 36.83% of Mmbg Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: GE (+$8.8M), AAPL (+$6.8M), VGT (+$6.0M), GEV, IAU, CRH, MSFT, META, JPM, SGOV.
Started 12 new stock positions in IAU, QQQM, TOPT, OPEN, CRH, MRNA, IBOC, EEMA, FDXF, HONA. AMD, GE.
Reduced shares in these 10 stocks: MU (-$12M), , CRM, GOOG, BWMX, SBUX, UNH, SMH, SPY, SHOP.
Sold out of its positions in KO, INTU, NVS, PFE, WDC, DXJ, HEDJ.
Mmbg Investment Advisors was a net buyer of stock by $17M.
Mmbg Investment Advisors has $1.3B in assets under management (AUM), dropping by 16.06%.
Central Index Key (CIK): 0001765876

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Portfolio Holdings for Mmbg Investment Advisors

Mmbg Investment Advisors holds 177 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
Apple (AAPL)	9.6	$122M	+5%	421k	289.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	9.0	$114M		319k	357.37	View chart
Amazon (AMZN)	7.5	$95M		399k	238.34	View chart
Microsoft Corporation (MSFT)	6.0	$76M	+3%	203k	373.02	View chart
Betterware De Mexc S A P I D SHS (BWMX)	4.6	$59M	-4%	3.3M	17.99	View chart
NVIDIA Corporation (NVDA)	4.3	$55M	+2%	272k	200.09	View chart
Meta Platforms Cl A (META)	4.0	$50M	+5%	90k	563.29	View chart
JPMorgan Chase & Co. (JPM)	3.9	$49M	+4%	151k	327.33	View chart
Micron Technology (MU)	3.0	$38M	-24%	33k	1154.29	View chart
Goldman Sachs (GS)	2.9	$37M		36k	1011.37	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$36M	-8%	103k	353.33	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.2	$28M		173k	158.66	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.9	$24M	-5%	37k	655.89	View chart
Broadcom (AVGO)	1.7	$22M	+4%	57k	377.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.7	$21M	-3%	44k	478.51	View chart
Wal-Mart Stores (WMT)	1.5	$19M		168k	113.26	View chart
Visa Com Cl A (V)	1.4	$17M	+12%	51k	343.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$15M	-9%	20k	748.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$13M	+15%	20k	686.81	View chart
Bank of America Corporation (BAC)	1.0	$13M	+4%	229k	56.98	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$12M	+3%	226k	53.61	View chart
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX)	0.9	$11M		929k	12.00	View chart
Eli Lilly & Co. (LLY)	0.9	$11M		9.1k	1199.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$11M	-2%	15k	736.40	View chart
Uber Technologies (UBER)	0.8	$10M	+5%	139k	72.16	View chart
Eaton Corp SHS (ETN)	0.8	$9.9M		23k	426.12	View chart
Ge Aerospace Com New (GE)	0.7	$8.8M	NEW	24k	373.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$8.6M	-4%	45k	190.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$7.6M	-13%	67k	114.18	View chart
Costco Wholesale Corporation (COST)	0.6	$7.5M	-7%	8.0k	935.47	View chart
Ishares Tr Ishares Biotech (IBB)	0.6	$7.2M		38k	190.19	View chart
Thermo Fisher Scientific (TMO)	0.6	$7.1M	-12%	14k	501.83	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$6.9M	+2%	59k	117.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$6.9M	+697%	58k	119.52	View chart
Mercadolibre Inc Com (MELI)	0.5	$6.9M	+26%	4.1k	1697.39	View chart
Ge Vernova (GEV)	0.5	$6.5M	+324%	5.5k	1175.36	View chart
salesforce (CRM)	0.5	$6.2M	-35%	40k	157.11	View chart
Fomento Economico Mexicano S Spon Adr Units (FMX)	0.4	$5.5M		43k	127.90	View chart
Raytheon Technologies Corp (RTX)	0.4	$5.1M	-4%	27k	189.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$4.9M	+3%	51k	97.03	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$4.8M		2.4k	1989.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$4.6M	+26%	56k	82.11	View chart
UnitedHealth (UNH)	0.4	$4.5M	-35%	11k	415.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$4.5M	NEW	60k	75.51	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$4.3M	+95%	43k	100.67	View chart
Abbvie (ABBV)	0.3	$4.3M		17k	251.64	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$4.3M	-4%	81k	53.11	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$4.3M	+24%	5.6k	763.14	View chart
Netflix (NFLX)	0.3	$4.3M		60k	71.40	View chart
Walt Disney Company (DIS)	0.3	$4.2M	-10%	44k	97.00	View chart
Codere Online Luxembourg S A Ordinary Shares (CDRO)	0.3	$4.2M	+21%	444k	9.57	View chart
Danaher Corporation (DHR)	0.3	$4.1M	-17%	22k	190.88	View chart
McDonald's Corporation (MCD)	0.3	$3.9M		14k	270.31	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$3.8M	-9%	46k	83.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$3.8M		15k	252.23	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$3.6M	-2%	41k	88.54	View chart
CRH Ord (CRH)	0.3	$3.5M	NEW	33k	107.00	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$3.2M	+11%	29k	110.35	View chart
Palo Alto Networks (PANW)	0.3	$3.2M	+6%	9.4k	341.02	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.2M	-3%	38k	82.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.9M	+3%	5.8k	500.39	View chart
Merck & Co (MRK)	0.2	$2.9M		23k	129.35	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.9M	+6%	25k	117.45	View chart
Freeport Mcmoran CL B (FCX)	0.2	$2.9M		46k	62.89	View chart
Starbucks Corporation (SBUX)	0.2	$2.8M	-50%	28k	102.19	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$2.6M	-15%	14k	185.23	View chart
Apollo Global Mgmt (APO)	0.2	$2.6M	-15%	22k	118.31	View chart
Astrazeneca Ord (AZN)	0.2	$2.6M	+23%	14k	189.62	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$2.4M		14k	166.65	View chart
Servicenow (NOW)	0.2	$2.3M		23k	99.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$2.2M		73k	30.49	View chart
Angel Studios Cl A Com (ANGX)	0.2	$2.2M		598k	3.67	View chart
Amgen (AMGN)	0.2	$2.2M		6.0k	362.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.2M		28k	79.03	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$2.1M	+4%	23k	93.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.1M		5.8k	368.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.1M		41k	52.41	View chart
FedEx Corporation (FDX)	0.2	$2.1M	-20%	6.5k	314.35	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$2.0M		17k	119.33	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$2.0M		14k	142.39	View chart
Boeing Company (BA)	0.2	$1.9M	+9%	9.0k	216.47	View chart
Dell Technologies CL C (DELL)	0.2	$1.9M		4.4k	431.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.9M		24k	77.11	View chart
S&p Global (SPGI)	0.1	$1.9M		4.6k	407.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.9M		2.5k	748.89	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$1.8M		15k	127.51	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.8M		28k	67.01	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.8M		3.9k	459.13	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.7M		19k	89.85	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+13%	11k	146.55	View chart
Barrick Mng Corp Com Shs (B)	0.1	$1.6M		43k	36.73	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.6M		3.0k	513.60	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.5M		21k	69.50	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.4M		28k	51.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M		6.3k	212.77	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$1.3M		25k	50.83	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.3M		17k	75.45	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$1.2M	-13%	18k	68.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.2M	+9%	12k	96.44	View chart
Deere & Company (DE)	0.1	$1.1M	-4%	1.8k	635.95	View chart
Cadence Design Systems (CDNS)	0.1	$1.0M	-7%	2.7k	375.32	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$982k		6.4k	154.30	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$979k		11k	86.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$978k	+299%	7.9k	124.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$967k		17k	58.20	View chart
Waste Management (WM)	0.1	$950k		4.3k	222.88	View chart
Cullen/Frost Bankers (CFR)	0.1	$938k		6.1k	154.52	View chart
Home Depot (HD)	0.1	$935k		2.7k	352.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$882k	+8%	8.1k	109.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$880k	-17%	9.3k	94.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$873k		15k	58.98	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$855k		17k	50.37	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$832k		28k	30.01	View chart
Ishares Tr Top 20 U S Etf (TOPT)	0.1	$823k	NEW	25k	32.92	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$801k		42k	19.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$788k		15k	51.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$722k	+9%	6.7k	107.13	View chart
CVS Caremark Corporation (CVS)	0.1	$722k		7.0k	103.45	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$712k		2.7k	264.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$708k		17k	42.41	View chart
Novo-nordisk A S Adr (NVO)	0.1	$701k	-16%	15k	47.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$671k	+11%	4.2k	158.03	View chart
Johnson & Johnson (JNJ)	0.1	$661k		2.6k	253.97	View chart
Las Vegas Sands (LVS)	0.1	$656k		14k	46.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$638k	+6%	11k	59.69	View chart
Nike CL B (NKE)	0.0	$610k		15k	41.46	View chart
Tko Group Holdings Cl A (TKO)	0.0	$605k		3.0k	201.31	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$605k		3.2k	188.97	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$581k		6.3k	91.64	View chart
Chevron Corporation (CVX)	0.0	$572k		3.5k	165.76	View chart
Tesla Motors (TSLA)	0.0	$557k	-13%	1.3k	420.60	View chart
Urban Outfitters (URBN)	0.0	$554k		7.8k	70.86	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$535k		14k	37.02	View chart
Snowflake Com Shs (SNOW)	0.0	$529k		2.1k	254.50	View chart
Constellation Brands Cl A (STZ)	0.0	$520k		3.7k	139.09	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$520k	+17%	19k	27.24	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$516k		10k	49.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$498k		7.3k	68.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$488k		5.6k	86.42	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$459k	NEW	3.0k	151.00	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$450k		34k	13.36	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$438k		9.0k	48.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$432k		3.9k	110.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$410k		4.0k	103.88	View chart
Ishares Tr Europe Etf (IEV)	0.0	$408k		5.6k	72.85	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.0	$405k		3.8k	107.35	View chart
Starwood Property Trust (STWD)	0.0	$405k		25k	16.38	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$395k		12k	33.29	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$384k		3.9k	98.38	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$380k		10k	37.96	View chart
Honeywell International	0.0	$378k	-50%	1.7k	223.90	View chart
Honeywell Aerospace (HONA)	0.0	$373k	NEW	1.7k	221.08	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$364k	+3%	97k	3.77	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$358k		3.6k	100.81	View chart
Paypal Holdings (PYPL)	0.0	$354k	-4%	8.2k	43.18	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$350k		3.5k	100.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$347k	NEW	1.1k	302.97	View chart
Advanced Micro Devices (AMD)	0.0	$343k	NEW	590.00	580.91	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$336k		3.6k	94.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$326k		880.00	370.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$306k		3.8k	79.97	View chart
On Hldg Namen Akt A (ONON)	0.0	$291k		8.2k	35.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$290k		1.3k	227.06	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$273k		5.4k	51.02	View chart
Cummins (CMI)	0.0	$271k		380.00	713.21	View chart
Biogen Idec (BIIB)	0.0	$270k		1.2k	216.06	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$261k		3.5k	73.66	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$258k		2.4k	107.62	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$254k		7.4k	34.50	View chart
Sea Sponsord Ads (SE)	0.0	$237k		2.5k	95.83	View chart
Opendoor Technologies (OPEN)	0.0	$231k	NEW	51k	4.54	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$231k		370.00	623.54	View chart
Lululemon Athletica (LULU)	0.0	$229k		2.0k	114.18	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$228k	NEW	2.0k	116.96	View chart
Embraer Sponsored Ads (EMBJ)	0.0	$220k		3.5k	63.80	View chart
International Bancshares Corporation (IBOC)	0.0	$203k	NEW	2.7k	75.95	View chart
Moderna (MRNA)	0.0	$200k	NEW	2.9k	70.03	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 Q2 filed Aug. 10, 2026
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

View all past filings

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