MBM WEALTH CONSULTANTS, LLC
CIK: 0001762068Latest portfolio: $420.5M · Q4 2025
Holdings
110
Total Value
$420.5M
New Positions
110
Closed Positions
0
Top Holdings
View All 110 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 105,757 | $51.6M | 12.27% | NEW | |
| 2 | VYMVANGUARD WHITEHALL FDS | 326,990 | $46.9M | 11.16% | NEW | |
| 3 | VOOVANGUARD INDEX FDS | 72,591 | $45.5M | 10.82% | NEW | |
| 4 | PULSPGIM ETF TR | 478,313 | $23.7M | 5.64% | NEW | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 461,016 | $23.3M | 5.55% | NEW | |
| 6 | SCHOSCHWAB STRATEGIC TR | 899,719 | $21.9M | 5.21% | NEW | |
| 7 | VBVANGUARD INDEX FDS | 81,626 | $21.1M | 5.01% | NEW | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 288,285 | $18.0M | 4.28% | NEW | |
| 9 | JPLDJ P MORGAN EXCHANGE TRADED F | 304,150 | $15.9M | 3.79% | NEW | |
| 10 | NEARISHARES U S ETF TR | 294,157 | $15.0M | 3.57% | NEW | |
| 11 | JMSTJ P MORGAN EXCHANGE TRADED F | 237,529 | $12.1M | 2.88% | NEW | |
| 12 | IEIISHARES TR | 83,699 | $10.0M | 2.38% | NEW | |
| 13 | AAPLAPPLE INC | 15,605 | $4.2M | 1.01% | NEW | |
| 14 | SUBISHARES TR | 36,474 | $3.9M | 0.93% | NEW | |
| 15 | SPYGSPDR SERIES TRUST | 36,087 | $3.9M | 0.92% | NEW | |
| 16 | SPYMSPDR SERIES TRUST | 45,977 | $3.7M | 0.88% | NEW | |
| 17 | SMMUPIMCO ETF TR | 71,459 | $3.6M | 0.86% | NEW | |
| 18 | SPYVSPDR SERIES TRUST | 61,303 | $3.5M | 0.83% | NEW | |
| 19 | IVVISHARES TR | 4,492 | $3.1M | 0.73% | NEW | |
| 20 | NVDANVIDIA CORPORATION | 14,953 | $2.8M | 0.66% | NEW | |
| 21 | AMZNAMAZON COM INC | 12,015 | $2.8M | 0.66% | NEW | |
| 22 | GOOGALPHABET INC | 8,798 | $2.8M | 0.66% | NEW | |
| 23 | LRCXLAM RESEARCH CORP | 15,574 | $2.7M | 0.63% | NEW | |
| 24 | ABBVABBVIE INC | 11,419 | $2.6M | 0.62% | NEW | |
| 25 | MSFTMICROSOFT CORP | 5,183 | $2.5M | 0.60% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.159446929455231e+171T)
Technology0.0% ($4.242278826652506e+29T)
Healthcare0.0% ($2.6091779173115784e+28T)
Industrials0.0% ($2.1091880168816818e+21T)
Energy0.0% ($2285498455.4T)
Consumer Cyclical0.0% ($277321581.7T)
Communication Services0.0% ($27601428.5T)
Utilities0.0% ($486465.4T)
Consumer Defensive0.0% ($1670.6T)
Real Estate0.0% ($560.4T)
Unknown0.0% ($1.7B)
Basic Materials0.0% ($110K)
Filing History
Fund Information
MBM WEALTH CONSULTANTS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $420.5M across 110 holdings. The largest position is VANGUARD INDEX FDS (VUG), representing 12.3% of the portfolio. Compared to the previous quarter, the fund opened 110 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.