Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2025) About Mbm Wealth Consultants, LLCInvestment ActivityMbm Wealth Consultants, LLC has $373.52 million in total holdings as of June 30, 2025.Mbm Wealth Consultants, LLC owns shares of 107 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.45% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Mbm Wealth Consultants, LLC has purchased 105 new stocks and bought additional shares in 75 stocks.Mbm Wealth Consultants, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $50,267,645Vanguard High Dividend Yield ETF $43,785,587Vanguard S&P 500 ETF $43,522,402Vanguard Small-Cap ETF $19,468,049PGIM Ultra Short Bond ETF $17,422,848 Largest New Holdings this Quarter 09260D107 - Blackstone $1,151,467 Holding756109104 - Realty Income $346,409 Holding61174X109 - Monster Beverage $208,904 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $204,375 Holding02079K305 - Alphabet $203,722 Holding Largest Purchases this Quarter Blackstone 7,698 shares (about $1.15M)Schwab Short-Term U.S. Treasury ETF 39,555 shares (about $964.35K)PGIM Ultra Short Bond ETF 18,948 shares (about $942.85K)Vanguard High Dividend Yield ETF 6,831 shares (about $910.64K)Vanguard Small-Cap ETF 3,660 shares (about $867.34K) Largest Sales this Quarter Cloudflare 2,489 shares (about $487.40K)T-Mobile US 1,114 shares (about $265.42K)Progressive 766 shares (about $204.43K)Berkshire Hathaway 380 shares (about $184.59K)Lsb Industries 17,000 shares (about $132.60K) 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 PortfolioSectorVUGVanguard Growth ETF$50,267,645$640,939 ▲1.3%114,66213.5%ETFVYMVanguard High Dividend Yield ETF$43,785,587$910,642 ▲2.1%328,44911.7%ETFVOOVanguard S&P 500 ETF$43,522,402$765,703 ▲1.8%76,62011.7%ETFVBVanguard Small-Cap ETF$19,468,049$867,343 ▲4.7%82,1515.2%ETFPULSPGIM Ultra Short Bond ETF$17,422,848$942,851 ▲5.7%350,1384.7%ETFVEAVanguard FTSE Developed Markets ETF$16,622,032$316,976 ▲1.9%291,5634.5%ETFJPSTJPMorgan Ultra-Short Income ETF$16,595,418$774,542 ▲4.9%327,4554.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$14,927,234$964,351 ▲6.9%612,2744.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$12,650,921$195,227 ▲1.6%248,4473.4%ETFJ P MORGAN EXCHANGE TRADED F$12,562,070$461,505 ▲3.8%240,5143.4%JPMORGAM LTD DURNEARiShares Short Duration Bond Active ETF$12,238,805$410,077 ▲3.5%239,5073.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,682,310$470,051 ▲5.7%72,9052.3%ETFSUBiShares Short-Term National Muni Bond ETF$4,000,617$131,436 ▲3.4%37,6211.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,511,683$27,643 ▲0.8%36,8410.9%ETFSPLGSPDR Portfolio S&P 500 ETF$3,291,999$39,253 ▲1.2%45,2880.9%ETFAAPLApple$3,222,913$67,294 ▲2.1%15,7090.9%Computer and TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,034,382$224,210 ▲8.0%60,4820.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,014,554$64,168 ▲2.2%57,5960.8%ETFIVViShares Core S&P 500 ETF$2,846,206$4,967 ▲0.2%4,5840.8%ETFNVDANVIDIA$2,746,498$178,371 ▲6.9%17,3840.7%Computer and TechnologyAMZNAmazon.com$2,700,252$229,701 ▲9.3%12,3080.7%Retail/WholesaleMSFTMicrosoft$2,675,320$146,225 ▲5.8%5,3790.7%Computer and TechnologyNETCloudflare$2,639,690$487,403 ▼-15.6%13,4800.7%Computer and TechnologyBKNGBooking$2,333,064$63,682 ▲2.8%4030.6%Retail/WholesaleABBVAbbVie$2,169,720$18,005 ▲0.8%11,6890.6%MedicalVLOValero Energy$2,018,307$372,476 ▲22.6%15,0150.5%EnergyLAM RESEARCH CORP$1,934,827$397,926 ▲25.9%19,8770.5%COM NEWWMWaste Management$1,921,402$57,891 ▼-2.9%8,3970.5%Business ServicesURIUnited Rentals$1,908,739$194,339 ▲11.3%2,5340.5%ConstructionARCCAres Capital$1,860,372$154,094 ▲9.0%84,7160.5%FinanceJMUBJPMorgan Municipal ETF$1,822,185$319,235 ▲21.2%36,7080.5%ETFGOOGAlphabet$1,792,171$164,618 ▲10.1%10,1030.5%Computer and TechnologyHDHome Depot$1,725,774$67,095 ▲4.0%4,7070.5%Retail/WholesaleICEIntercontinental Exchange$1,722,141$78,888 ▼-4.4%9,3870.5%FinanceJEFJefferies Financial Group$1,700,804$189,884 ▲12.6%31,0990.5%FinanceCOSTCostco Wholesale$1,637,361$77,215 ▼-4.5%1,6540.4%Retail/WholesaleSCHWCharles Schwab$1,598,707$34,397 ▼-2.1%17,5220.4%FinanceLMTLockheed Martin$1,433,650$50,011 ▲3.6%3,0960.4%AerospacePGRProgressive$1,417,640$204,426 ▼-12.6%5,3120.4%FinanceFDXFedEx$1,397,616$269,795 ▲23.9%6,1490.4%TransportationDFUSDimensional U.S. Equity ETF$1,396,0940.0%20,8310.4%ETFADBEAdobe$1,384,257$306,022 ▲28.4%3,5780.4%Computer and TechnologyCICigna Group$1,373,560$55,868 ▲4.2%4,1550.4%MedicalTMUST-Mobile US$1,360,941$265,422 ▼-16.3%5,7120.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,358,213$184,593 ▼-12.0%2,7960.4%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,332,138$79,278 ▲6.3%31,2710.4%ETFVRTXVertex Pharmaceuticals$1,279,950$45,856 ▲3.7%2,8750.3%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$1,230,885$14,698 ▲1.2%30,4000.3%ETFCOOPER COS INC$1,187,732$303,071 ▲34.3%16,6910.3%COMBXBlackstone$1,151,467$1,151,467 ▲New Holding7,6980.3%FinanceIBKRInteractive Brokers Group$977,322$688,248 ▲238.1%17,6380.3%FinanceNRGNRG Energy$960,196$20,232 ▼-2.1%5,9800.3%UtilitiesUNHUnitedHealth Group$951,197$38,372 ▲4.2%3,0490.3%MedicalALAir Lease$920,925$94,403 ▲11.4%15,7450.2%TransportationPSTGPure Storage$920,013$265,213 ▲40.5%15,9780.2%Computer and TechnologyZSZscaler$917,961$212,224 ▲30.1%2,9240.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$903,7350.0%21,3750.2%ETFVOVanguard Mid-Cap ETF$819,902$19,028 ▼-2.3%2,9300.2%ETFNUNU$794,781$130,380 ▲19.6%57,9290.2%FinanceDXCMDexCom$774,000$221,891 ▲40.2%8,8670.2%MedicalLUVSouthwest Airlines$761,464$204,696 ▲36.8%23,4730.2%TransportationFCFSFirstCash$752,662$25,269 ▼-3.2%5,5700.2%Business ServicesIBMInternational Business Machines$732,322$4,422 ▼-0.6%2,4840.2%Computer and TechnologyUTHRUnited Therapeutics$670,100$46,551 ▲7.5%2,3320.2%MedicalTAT&T$521,000$3,994 ▲0.8%18,0030.1%Computer and TechnologyCOPConocoPhillips$507,709$42,085 ▲9.0%5,6580.1%EnergyOKEONEOK$501,839$21,631 ▲4.5%6,1480.1%EnergyUNMUnum Group$493,316$3,554 ▲0.7%6,1080.1%FinanceCTRECareTrust REIT$454,647$22,429 ▲5.2%14,8580.1%FinanceUSBU.S. Bancorp$453,859$38,417 ▲9.2%10,0300.1%FinanceAEEAmeren$448,1230.0%4,6660.1%UtilitiesORIOld Republic International$440,757$16,606 ▲3.9%11,4660.1%FinanceCSCOCisco Systems$436,539$20,675 ▲5.0%6,2920.1%Computer and TechnologyVVisa$431,0310.0%1,2140.1%Business ServicesFISFidelity National Information Services$427,972$24,504 ▲6.1%5,2570.1%Business ServicesKMIKinder Morgan$425,183$11,554 ▲2.8%14,4620.1%EnergyBABoeing$424,508$2,095 ▼-0.5%2,0260.1%AerospaceSOSouthern$420,165$17,358 ▲4.3%4,5750.1%UtilitiesMMM3M$418,660$19,791 ▲5.0%2,7500.1%Multi-Sector ConglomeratesDFATDimensional U.S. Targeted Value ETF$409,6100.0%7,5910.1%ETFMAMastercard$408,5300.0%7270.1%Business ServicesPRUPrudential Financial$407,178$35,991 ▲9.7%3,7900.1%FinanceVZVerizon Communications$407,129$33,751 ▲9.0%9,4090.1%Computer and TechnologyFHIFederated Hermes$406,459$25,174 ▲6.6%9,1710.1%FinanceAMTAmerican Tower$400,488$18,124 ▲4.7%1,8120.1%FinanceCMECME Group$391,932$10,198 ▲2.7%1,4220.1%FinanceSRSpire$391,708$19,998 ▲5.4%5,3670.1%UtilitiesTNLTravel + Leisure$389,810$33,856 ▲9.5%7,5530.1%Consumer DiscretionaryDFASDimensional U.S. Small Cap ETF$386,401$28,224 ▼-6.8%6,0650.1%ETFXOMExxon Mobil$365,840$30,505 ▲9.1%3,3940.1%EnergyBXMTBlackstone Mortgage Trust$363,771$37,692 ▲11.6%18,8970.1%FinanceEMREmerson Electric$358,6580.0%2,6900.1%IndustrialsORealty Income$346,409$346,409 ▲New Holding6,0130.1%FinanceCNACNA Financial$345,532$26,336 ▲8.3%7,4260.1%FinancePFEPfizer$321,632$42,322 ▲15.2%13,2690.1%MedicalOMCOmnicom Group$310,471$37,838 ▲13.9%4,3160.1%Business ServicesMRKMerck & Co., Inc.$298,082$28,969 ▼-8.9%3,7660.1%MedicalJNJJohnson & Johnson$289,156$4,124 ▼-1.4%1,8930.1%MedicalTJXTJX Companies$259,5760.0%2,1020.1%Retail/WholesaleUPSUnited Parcel Service$255,176$59,857 ▲30.6%2,5280.1%TransportationShowing 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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