MBM WEALTH CONSULTANTS, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$420.5M
Holdings
110
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 105,757 | $51.6M | 12.27% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 326,990 | $46.9M | 11.16% | |
| 3 | VOOVANGUARD INDEX FDS | 72,591 | $45.5M | 10.82% | |
| 4 | PULSPGIM ETF TR | 478,313 | $23.7M | 5.64% | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 461,016 | $23.3M | 5.55% | |
| 6 | SCHOSCHWAB STRATEGIC TR | 899,719 | $21.9M | 5.21% | |
| 7 | VBVANGUARD INDEX FDS | 81,626 | $21.1M | 5.01% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 288,285 | $18.0M | 4.28% | |
| 9 | JPLDJ P MORGAN EXCHANGE TRADED F | 304,150 | $15.9M | 3.79% | |
| 10 | NEARISHARES U S ETF TR | 294,157 | $15.0M | 3.57% | |
| 11 | JMSTJ P MORGAN EXCHANGE TRADED F | 237,529 | $12.1M | 2.88% | |
| 12 | IEIISHARES TR | 83,699 | $10.0M | 2.38% | |
| 13 | AAPLAPPLE INC | 15,605 | $4.2M | 1.01% | |
| 14 | SUBISHARES TR | 36,474 | $3.9M | 0.93% | |
| 15 | SPYGSPDR SERIES TRUST | 36,087 | $3.9M | 0.92% | |
| 16 | SPYMSPDR SERIES TRUST | 45,977 | $3.7M | 0.88% | |
| 17 | SMMUPIMCO ETF TR | 71,459 | $3.6M | 0.86% | |
| 18 | SPYVSPDR SERIES TRUST | 61,303 | $3.5M | 0.83% | |
| 19 | IVVISHARES TR | 4,492 | $3.1M | 0.73% | |
| 20 | NVDANVIDIA CORPORATION | 14,953 | $2.8M | 0.66% | |
| 21 | AMZNAMAZON COM INC | 12,015 | $2.8M | 0.66% | |
| 22 | GOOGALPHABET INC | 8,798 | $2.8M | 0.66% | |
| 23 | LRCXLAM RESEARCH CORP | 15,574 | $2.7M | 0.63% | |
| 24 | ABBVABBVIE INC | 11,419 | $2.6M | 0.62% | |
| 25 | MSFTMICROSOFT CORP | 5,183 | $2.5M | 0.60% | |
| 26 | VLOVALERO ENERGY CORP | 14,041 | $2.3M | 0.54% | |
| 27 | BKNGBOOKING HOLDINGS INC | 403 | $2.2M | 0.51% | |
| 28 | WMWASTE MGMT INC DEL | 9,602 | $2.1M | 0.50% | |
| 29 | JMUBJ P MORGAN EXCHANGE TRADED F | 37,535 | $1.9M | 0.45% | |
| 30 | FDXFEDEX CORP | 6,509 | $1.9M | 0.45% | |
| 31 | ARCCARES CAPITAL CORP | 92,495 | $1.9M | 0.44% | |
| 32 | NETCLOUDFLARE INC | 9,495 | $1.9M | 0.44% | |
| 33 | VRTXVERTEX PHARMACEUTICALS INC | 3,925 | $1.8M | 0.42% | |
| 34 | SCHWSCHWAB CHARLES CORP | 17,651 | $1.8M | 0.42% | |
| 35 | COOCOOPER COS INC | 21,126 | $1.7M | 0.41% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,361 | $1.7M | 0.40% | |
| 37 | URIUNITED RENTALS INC | 2,087 | $1.7M | 0.40% | |
| 38 | LMTLOCKHEED MARTIN CORP | 3,478 | $1.7M | 0.40% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 1,937 | $1.7M | 0.40% | |
| 40 | JEFJEFFERIES FINL GROUP INC | 26,750 | $1.7M | 0.39% | |
| 41 | HDHOME DEPOT INC | 4,796 | $1.6M | 0.39% | |
| 42 | ICEINTERCONTINENTAL EXCHANGE IN | 10,003 | $1.6M | 0.39% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 4,781 | $1.6M | 0.38% | |
| 44 | ADBEADOBE INC | 4,499 | $1.6M | 0.37% | |
| 45 | PGRPROGRESSIVE CORP | 6,906 | $1.6M | 0.37% | |
| 46 | SPSMSPDR SERIES TRUST | 33,021 | $1.5M | 0.37% | |
| 47 | DFUSDIMENSIONAL ETF TRUST | 20,831 | $1.5M | 0.37% | |
| 48 | CITHE CIGNA GROUP | 5,338 | $1.5M | 0.35% | |
| 49 | TMUST-MOBILE US INC | 7,035 | $1.4M | 0.34% | |
| 50 | BXBLACKSTONE INC | 9,168 | $1.4M | 0.34% | |
| 51 | SPDWSPDR INDEX SHS FDS | 31,535 | $1.4M | 0.33% | |
| 52 | IBKRINTERACTIVE BROKERS GROUP IN | 15,648 | $1.0M | 0.24% | |
| 53 | DFUVDIMENSIONAL ETF TRUST | 21,375 | $995K | 0.24% | |
| 54 | UTHUNITED THERAPEUTICS CORP DEL | 2,035 | $991K | 0.24% | |
| 55 | LUVSOUTHWEST AIRLS CO | 23,360 | $965K | 0.23% | |
| 56 | RKTROCKET COS INC | 46,890 | $907K | 0.22% | |
| 57 | FCFSFIRSTCASH HOLDINGS INC | 5,563 | $886K | 0.21% | |
| 58 | NUNU HLDGS LTD | 50,284 | $841K | 0.20% | |
| 59 | VOVANGUARD INDEX FDS | 2,658 | $771K | 0.18% | |
| 60 | PSTGPURE STORAGE INC | 11,370 | $761K | 0.18% | |
| 61 | BABOEING CO | 3,343 | $725K | 0.17% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 2,420 | $716K | 0.17% | |
| 63 | BMYBRISTOL-MYERS SQUIBB CO | 13,202 | $712K | 0.17% | |
| 64 | ZSZSCALER INC | 2,602 | $585K | 0.14% | |
| 65 | VITLVITAL FARMS INC | 18,237 | $582K | 0.14% | |
| 66 | USBUS BANCORP DEL | 10,880 | $580K | 0.14% | |
| 67 | CTRECARETRUST REIT INC | 15,491 | $560K | 0.13% | |
| 68 | ORIOLD REP INTL CORP | 12,179 | $555K | 0.13% | |
| 69 | TNLTRAVEL PLUS LEISURE CO | 7,828 | $552K | 0.13% | |
| 70 | CSCOCISCO SYS INC | 6,831 | $526K | 0.13% | |
| 71 | FHIFEDERATED HERMES INC | 10,028 | $522K | 0.12% | |
| 72 | OKEONEOK INC NEW | 6,785 | $498K | 0.12% | |
| 73 | TAT&T INC | 19,648 | $488K | 0.12% | |
| 74 | SRSPIRE INC | 5,881 | $486K | 0.12% | |
| 75 | AEEAMEREN CORP | 4,666 | $465K | 0.11% | |
| 76 | PRUPRUDENTIAL FINL INC | 4,070 | $459K | 0.11% | |
| 77 | XOMEXXON MOBIL CORP | 3,784 | $455K | 0.11% | |
| 78 | KMIKINDER MORGAN INC DEL | 16,333 | $448K | 0.11% | |
| 79 | SOSOUTHERN CO | 5,105 | $445K | 0.11% | |
| 80 | BACVERIZON COMMUNICATIONS INC | 10,747 | $437K | 0.10% | |
| 81 | AVAAVISTA CORP | 11,272 | $434K | 0.10% | |
| 82 | CMECME GROUP INC | 1,580 | $431K | 0.10% | |
| 83 | DFASDIMENSIONAL ETF TRUST | 6,065 | $422K | 0.10% | |
| 84 | DFATDIMENSIONAL ETF TRUST | 7,073 | $421K | 0.10% | |
| 85 | CNACNA FINL CORP | 8,751 | $417K | 0.10% | |
| 86 | OMCOMNICOM GROUP INC | 5,159 | $416K | 0.10% | |
| 87 | MAMASTERCARD INCORPORATED | 712 | $406K | 0.10% | |
| 88 | BXMTBLACKSTONE MTG TR INC | 21,214 | $405K | 0.10% | |
| 89 | MRKMERCK & CO INC | 3,766 | $396K | 0.09% | |
| 90 | OREALTY INCOME CORP | 6,886 | $388K | 0.09% | |
| 91 | UPSUNITED PARCEL SERVICE INC | 3,910 | $387K | 0.09% | |
| 92 | DDOMINION ENERGY INC | 6,581 | $385K | 0.09% | |
| 93 | AMTAMERICAN TOWER CORP NEW | 2,176 | $382K | 0.09% | |
| 94 | JNJJOHNSON & JOHNSON | 1,807 | $373K | 0.09% | |
| 95 | CLXCLOROX CO DEL | 3,680 | $371K | 0.09% | |
| 96 | GOOGLALPHABET INC | 1,156 | $361K | 0.09% | |
| 97 | VVISA INC | 1,027 | $360K | 0.09% | |
| 98 | EMREMERSON ELEC CO | 2,690 | $357K | 0.08% | |
| 99 | PFEPFIZER INC | 14,306 | $356K | 0.08% | |
| 100 | TJXTJX COS INC NEW | 2,102 | $322K | 0.08% |
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