Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2026) About Mbm Wealth Consultants, LLCInvestment ActivityMbm Wealth Consultants, LLC has $435.60 million in total holdings as of March 31, 2026.Mbm Wealth Consultants, LLC owns shares of 387 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Mbm Wealth Consultants, LLC has purchased 110 new stocks and bought additional shares in 86 stocks.Mbm Wealth Consultants, LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $49,076,842Vanguard Growth ETF $47,225,924Vanguard S&P 500 ETF $44,133,191PGIM Ultra Short Bond ETF $24,944,862JPMorgan Ultra-Short Income ETF $24,367,043 Largest New Holdings this Quarter 922908637 - Vanguard Large-Cap ETF $715,746 HoldingN07059210 - ASML $195,483 Holding278865100 - Ecolab $162,804 Holding09290D101 - BLACKROCK INC $162,529 Holding235851102 - Danaher $149,974 Holding Largest Purchases this Quarter iShares Short Duration Bond Active ETF 43,353 shares (about $2.20M)J P MORGAN EXCHANGE TRADED F 34,923 shares (about $1.82M)Schwab Short-Term U.S. Treasury ETF 63,131 shares (about $1.53M)PGIM Ultra Short Bond ETF 25,624 shares (about $1.27M)iShares 3-7 Year Treasury Bond ETF 9,502 shares (about $1.13M) Largest Sales this Quarter Emerson Electric 2,157 shares (about $282.61K)Waste Management 1,115 shares (about $256.22K)ConocoPhillips 1,449 shares (about $191.16K)Apple 397 shares (about $100.75K)JPMorgan Municipal ETF 1,553 shares (about $77.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMbm Wealth Consultants, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$49,076,842$649,567 ▲1.3%331,37611.3%ETFVUGVanguard Growth ETF$47,225,924$1,032,139 ▲2.2%108,12010.8%ETFVOOVanguard S&P 500 ETF$44,133,191$756,497 ▲1.7%73,85710.1%ETFPULSPGIM Ultra Short Bond ETF$24,944,862$1,268,387 ▲5.4%503,9375.7%ETFJPSTJPMorgan Ultra-Short Income ETF$24,367,043$1,035,025 ▲4.4%481,4675.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$23,368,363$1,532,189 ▲7.0%962,8505.4%ETFVBVanguard Small-Cap ETF$21,665,394$286,015 ▲1.3%82,7185.0%ETFVEAVanguard FTSE Developed Markets ETF$18,664,546$191,215 ▲1.0%291,2694.3%ETFJ P MORGAN EXCHANGE TRADED F$17,696,243$1,822,634 ▲11.5%339,0734.1%JPMORGAM LTD DURNEARiShares Short Duration Bond Active ETF$17,157,318$2,203,849 ▲14.7%337,5103.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$12,059,574$49,655 ▼-0.4%236,5552.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,053,692$1,126,943 ▲11.4%93,2012.5%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$4,017,586$412,479 ▲11.4%79,6350.9%ETFAAPLApple$3,859,511$100,751 ▼-2.5%15,2080.9%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$3,822,711$61,770 ▼-1.6%35,8940.9%ETFVLOValero Energy$3,619,952$150,718 ▲4.3%14,6510.8%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$3,600,127$66,872 ▲1.9%36,7700.8%ETFSPLGSPDR Portfolio S&P 500 ETF$3,590,325$71,258 ▲2.0%46,9080.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,531,614$63,087 ▲1.8%62,4180.8%ETFLAM RESEARCH CORP$3,317,285$10,256 ▼-0.3%15,5260.8%COM NEWIVViShares Core S&P 500 ETF$2,965,573$31,354 ▲1.1%4,5400.7%ETFNVDANVIDIA$2,691,341$83,538 ▲3.2%15,4320.6%Computer and TechnologyGOOGAlphabet$2,594,075$70,281 ▲2.8%9,0430.6%Computer and TechnologyAMZNAmazon.com$2,579,007$76,643 ▲3.1%12,3830.6%Retail/WholesaleABBVAbbVie$2,542,249$58,722 ▲2.4%11,6890.6%MedicalFDXFedEx$2,389,434$71,231 ▲3.1%6,7090.5%TransportationLMTLockheed Martin$2,147,700$45,927 ▲2.2%3,5540.5%AerospaceNETCloudflare$2,075,471$116,370 ▲5.9%10,0590.5%Computer and TechnologyCOSTCostco Wholesale$2,045,671$115,586 ▲6.0%2,0530.5%Retail/WholesaleMSFTMicrosoft$2,044,634$126,217 ▲6.6%5,5240.5%Computer and TechnologyWMWaste Management$1,950,228$256,216 ▼-11.6%8,4870.4%Business ServicesVRTXVertex Pharmaceuticals$1,853,141$100,472 ▲5.7%4,1500.4%MedicalARCCAres Capital$1,831,758$164,992 ▲9.9%101,6510.4%FinanceJMUBJPMorgan Municipal ETF$1,798,740$77,634 ▼-4.1%35,9820.4%ETFBKNGBooking$1,785,176$88,417 ▲5.2%4240.4%Retail/WholesaleSCHWCharles Schwab$1,760,151$101,310 ▲6.1%18,7290.4%FinanceBRK.BBerkshire Hathaway$1,717,932$107,341 ▲6.7%3,5850.4%FinanceHDHome Depot$1,689,837$112,480 ▲7.1%5,1380.4%Retail/WholesaleICEIntercontinental Exchange$1,684,547$111,349 ▲7.1%10,7110.4%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,619,573$24,015 ▲1.5%33,5180.4%ETFURIUnited Rentals$1,617,767$97,605 ▲6.4%2,2210.4%ConstructionTMUST-Mobile US$1,611,140$133,579 ▲9.0%7,6710.4%Computer and TechnologyCOOPER COS INC$1,610,824$100,315 ▲6.6%22,5290.4%COMCICigna Group$1,533,813$109,901 ▲7.7%5,7500.4%MedicalPGRProgressive$1,487,652$118,552 ▲8.7%7,5040.3%FinanceDFUSDimensional U.S. Equity ETF$1,477,1260.0%20,8310.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,439,598$46 ▲0.0%31,5360.3%ETFJEFJefferies Financial Group$1,335,208$231,236 ▲20.9%32,3530.3%FinanceUNHUnitedHealth Group$1,318,585$24,894 ▲1.9%4,8730.3%MedicalBXBlackstone$1,270,180$215,951 ▲20.5%11,0460.3%FinanceUTHRUnited Therapeutics$1,252,374$45,659 ▲3.8%2,1120.3%MedicalADBEAdobe$1,217,831$124,214 ▲11.4%5,0100.3%Computer and TechnologyFCFSFirstCash$1,085,794$40,041 ▲3.8%5,7760.2%Business ServicesIBKRInteractive Brokers Group$1,081,168$31,657 ▲3.0%16,1200.2%FinanceDFUVDimensional US Marketwide Value ETF$1,035,8330.0%21,3750.2%ETFLUVSouthwest Airlines$908,518$30,883 ▲3.5%24,1820.2%TransportationBMYBristol Myers Squibb$833,816$33,115 ▲4.1%13,7480.2%MedicalVOVanguard Mid-Cap ETF$776,822$13,497 ▲1.8%2,7050.2%ETFNUNU$768,455$45,869 ▲6.3%53,4760.2%FinanceEVERPURE INC$717,100$45,815 ▲6.8%12,1460.2%CL AVVVanguard Large-Cap ETF$715,746$715,746 ▲New Holding2,3950.2%ETFRKTRocket Companies$714,566$46,384 ▲6.9%50,1450.2%FinanceXOMExxonMobil$681,981$40,037 ▲6.2%4,0200.2%EnergyBABoeing$666,153$796 ▲0.1%3,3470.2%AerospaceOKEONEOK$649,789$36,516 ▲6.0%7,1890.1%EnergyIBMInternational Business Machines$618,894$32,242 ▲5.5%2,5530.1%Computer and TechnologyTAT&T$607,913$38,324 ▲6.7%20,9700.1%Computer and TechnologyFHIFederated Hermes$602,430$33,742 ▲5.9%10,6230.1%FinanceUSBU.S. Bancorp$599,417$33,547 ▲5.9%11,5250.1%FinanceCARETRUST REIT INC$588,150$20,414 ▲3.6%16,0480.1%COMKMIKinder Morgan$584,193$36,548 ▲6.7%17,4230.1%EnergyVZVerizon Communications$575,645$36,144 ▲6.7%11,4670.1%Computer and TechnologyTNLTravel + Leisure$567,496$25,877 ▲4.8%8,2020.1%Consumer DiscretionaryKGSKodiak Gas Services$566,754$86,547 ▲18.0%9,7180.1%EnergySRSpire$565,658$33,226 ▲6.2%6,2480.1%UtilitiesAEEAmeren$533,881$20,995 ▲4.1%4,8570.1%UtilitiesCSCOCisco Systems$530,0170.0%6,8310.1%Computer and TechnologySOSouthern$526,272$33,495 ▲6.8%5,4520.1%UtilitiesORIOld Republic International$520,300$34,354 ▲7.1%13,0400.1%FinanceCMECME Group$500,914$34,261 ▲7.3%1,6960.1%FinanceAVAAvista$494,846$42,388 ▲9.4%12,3280.1%UtilitiesORealty Income$459,829$38,543 ▲9.1%7,5160.1%FinanceMRKMerck & Co., Inc.$454,643$1,684 ▲0.4%3,7800.1%MedicalPFEPfizer$451,994$50,290 ▲12.5%16,0970.1%MedicalPRUPrudential Financial$446,426$48,843 ▲12.3%4,5700.1%FinanceBXMTBlackstone Mortgage Trust$444,379$38,128 ▲9.4%23,2050.1%FinanceDDominion Energy$443,126$36,288 ▲8.9%7,1680.1%UtilitiesJNJJohnson & Johnson$441,7030.0%1,8070.1%MedicalCNACNA Financial$434,908$33,062 ▲8.2%9,4710.1%FinanceDFASDimensional U.S. Small Cap ETF$431,4030.0%6,0650.1%ETFOMCOmnicom Group$428,415$39,912 ▲10.3%5,6890.1%Business ServicesZSZscaler$416,521$51,486 ▲14.1%2,9690.1%Computer and TechnologyUPSUnited Parcel Service$414,278$29,612 ▲7.7%4,2110.1%TransportationCLXClorox$413,380$32,022 ▲8.4%3,9890.1%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$409,110$32,599 ▼-7.4%6,5510.1%ETFAMTAmerican Tower$407,807$32,272 ▲8.6%2,3630.1%FinanceMAMastercard$357,257$1,499 ▲0.4%7150.1%Business ServicesMUMicron Technology$337,8400.0%1,0000.1%Computer and TechnologyTJXTJX Companies$335,6890.0%2,1020.1%Retail/WholesaleGOOGLAlphabet$331,844$575 ▼-0.2%1,1540.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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