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 | Value |
|---|---|
VUGVANGUARD INDEX FDS | $51.6M |
VYMVANGUARD WHITEHALL FDS | $46.9M |
VOOVANGUARD INDEX FDS | $45.5M |
PULSPGIM ETF TR | $23.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $23.3M |
SCHOSCHWAB STRATEGIC TR | $21.9M |
VBVANGUARD INDEX FDS | $21.1M |
VEAVANGUARD TAX-MANAGED FDS | $18.0M |
JPLDJ P MORGAN EXCHANGE TRADED F | $15.9M |
NEARISHARES U S ETF TR | $15.0M |
JMSTJ P MORGAN EXCHANGE TRADED F | $12.1M |
IEIISHARES TR | $10.0M |
AAPLAPPLE INC | $4.2M |
SUBISHARES TR | $3.9M |
SPYGSPDR SERIES TRUST | $3.9M |
SPYMSPDR SERIES TRUST | $3.7M |
SMMUPIMCO ETF TR | $3.6M |
SPYVSPDR SERIES TRUST | $3.5M |
IVVISHARES TR | $3.1M |
NVDANVIDIA CORPORATION | $2.8M |
AMZNAMAZON COM INC | $2.8M |
GOOGALPHABET INC | $2.8M |
LRCXLAM RESEARCH CORP | $2.7M |
ABBVABBVIE INC | $2.6M |
MSFTMICROSOFT CORP | $2.5M |
VLOVALERO ENERGY CORP | $2.3M |
BKNGBOOKING HOLDINGS INC | $2.2M |
WMWASTE MGMT INC DEL | $2.1M |
JMUBJ P MORGAN EXCHANGE TRADED F | $1.9M |
FDXFEDEX CORP | $1.9M |
ARCCARES CAPITAL CORP | $1.9M |
NETCLOUDFLARE INC | $1.9M |
VRTXVERTEX PHARMACEUTICALS INC | $1.8M |
SCHWSCHWAB CHARLES CORP | $1.8M |
COOCOOPER COS INC | $1.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.7M |
URIUNITED RENTALS INC | $1.7M |
LMTLOCKHEED MARTIN CORP | $1.7M |
COSTCOSTCO WHSL CORP NEW | $1.7M |
JEFJEFFERIES FINL GROUP INC | $1.7M |
HDHOME DEPOT INC | $1.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.6M |
UNHUNITEDHEALTH GROUP INC | $1.6M |
ADBEADOBE INC | $1.6M |
PGRPROGRESSIVE CORP | $1.6M |
SPSMSPDR SERIES TRUST | $1.5M |
DFUSDIMENSIONAL ETF TRUST | $1.5M |
CITHE CIGNA GROUP | $1.5M |
TMUST-MOBILE US INC | $1.4M |
BXBLACKSTONE INC | $1.4M |
SPDWSPDR INDEX SHS FDS | $1.4M |
IBKRINTERACTIVE BROKERS GROUP IN | $1.0M |
DFUVDIMENSIONAL ETF TRUST | $995K |
UTHUNITED THERAPEUTICS CORP DEL | $991K |
LUVSOUTHWEST AIRLS CO | $965K |
RKTROCKET COS INC | $907K |
FCFSFIRSTCASH HOLDINGS INC | $886K |
NUNU HLDGS LTD | $841K |
VOVANGUARD INDEX FDS | $771K |
PSTGPURE STORAGE INC | $761K |
BABOEING CO | $725K |
IBMINTERNATIONAL BUSINESS MACHS | $716K |
BMYBRISTOL-MYERS SQUIBB CO | $712K |
ZSZSCALER INC | $585K |
VITLVITAL FARMS INC | $582K |
USBUS BANCORP DEL | $580K |
CTRECARETRUST REIT INC | $560K |
ORIOLD REP INTL CORP | $555K |
TNLTRAVEL PLUS LEISURE CO | $552K |
CSCOCISCO SYS INC | $526K |
FHIFEDERATED HERMES INC | $522K |
OKEONEOK INC NEW | $498K |
TAT&T INC | $488K |
SRSPIRE INC | $486K |
AEEAMEREN CORP | $465K |
PRUPRUDENTIAL FINL INC | $459K |
XOMEXXON MOBIL CORP | $455K |
KMIKINDER MORGAN INC DEL | $448K |
SOSOUTHERN CO | $445K |
BACVERIZON COMMUNICATIONS INC | $437K |
AVAAVISTA CORP | $434K |
CMECME GROUP INC | $431K |
DFASDIMENSIONAL ETF TRUST | $422K |
DFATDIMENSIONAL ETF TRUST | $421K |
CNACNA FINL CORP | $417K |
OMCOMNICOM GROUP INC | $416K |
MAMASTERCARD INCORPORATED | $406K |
BXMTBLACKSTONE MTG TR INC | $405K |
MRKMERCK & CO INC | $396K |
OREALTY INCOME CORP | $388K |
UPSUNITED PARCEL SERVICE INC | $387K |
DDOMINION ENERGY INC | $385K |
AMTAMERICAN TOWER CORP NEW | $382K |
JNJJOHNSON & JOHNSON | $373K |
CLXCLOROX CO DEL | $371K |
GOOGLALPHABET INC | $361K |
VVISA INC | $360K |
EMREMERSON ELEC CO | $357K |
PFEPFIZER INC | $356K |
TJXTJX COS INC NEW | $322K |
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