Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2026)

About Mbm Wealth Consultants, LLC

Investment Activity

Mbm Wealth Consultants, LLC has $518.61 million in total holdings as of June 30, 2026.
Mbm Wealth Consultants, LLC owns shares of 123 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 24.61% of the portfolio was purchased this quarter.
About 6.27% of the portfolio was sold this quarter.
This quarter, Mbm Wealth Consultants, LLC has purchased 387 new stocks and bought additional shares in 88 stocks.
Mbm Wealth Consultants, LLC sold shares of 19 stocks and completely divested from 271 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $57,400,905
Vanguard High Dividend Yield ETF: $52,047,398
Vanguard S&P 500 ETF: $50,266,868
JPMorgan Ultra-Short Income ETF: $28,367,847
PGIM Ultra Short Bond ETF: $28,285,301

Largest New Holdings this Quarter

72201R775 - PIMCO ETF TR: $12,944,532 Holding
922907696 - VANGUARD MUN BD FDS: $2,114,528 Holding
14020Y607 - CAPITAL GRP FIXED INCM ETF T: $1,938,585 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $1,404,437 Holding
770700102 - Robinhood Markets: $613,814 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 558,248 shares (about $48.09M)
Vanguard Mid-Cap ETF: 205,003 shares (about $16.52M)
PIMCO ETF TR: 140,381 shares (about $12.94M)
J P MORGAN EXCHANGE TRADED F: 174,314 shares (about $9.10M)
JPMorgan Ultra-Short Income ETF: 79,495 shares (about $4.02M)

Largest Sales this Quarter

iShares Short-Term National Muni Bond ETF: 26,353 shares (about $2.81M)
Vanguard Small-Cap ETF: 4,754 shares (about $1.44M)
Jefferies Financial Group: 27,502 shares (about $1.37M)
Ares Capital: 71,751 shares (about $1.33M)
Vanguard S&P 500 ETF: 668 shares (about $458.79K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$57,400,905	$48,087,454 â–²	516.3%	666,368	11.1%	ETF
VYM Vanguard High Dividend Yield ETF	$52,047,398	$320,011 â–¼	-0.6%	329,351	10.0%	Financial Services
VOO Vanguard S&P 500 ETF	$50,266,868	$458,788 â–¼	-0.9%	73,189	9.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$28,367,847	$4,020,062 â–²	16.5%	560,962	5.5%	ETF
PULS PGIM Ultra Short Bond ETF	$28,285,301	$3,315,240 â–²	13.3%	570,844	5.5%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$26,808,550	$3,565,356 â–²	15.3%	1,110,545	5.2%	ETF
J P MORGAN EXCHANGE TRADED F	$26,793,691	$9,097,456 â–²	51.4%	513,387	5.2%	JPMORGAM LTD DUR
VB Vanguard Small-Cap ETF	$23,632,326	$1,441,025 â–¼	-5.7%	77,964	4.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$22,437,797	$1,684,851 â–²	8.1%	314,916	4.3%	ETF
VO Vanguard Mid-Cap ETF	$16,735,034	$16,517,092 â–²	7,578.7%	207,708	3.2%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$13,043,463	$2,096,961 â–²	19.2%	111,055	2.5%	ETF
PIMCO ETF TR	$12,944,532	$12,944,532 â–²	New Holding	140,381	2.5%	ACTIVE BD ETF
JMST JPMorgan Ultra-Short Municipal ETF	$12,529,629	$465,324 â–²	3.9%	245,679	2.4%	ETF
AAPL Apple	$7,545,785	$3,145,283 â–²	71.5%	26,078	1.5%	Computer and Technology
LAM RESEARCH CORP	$6,876,514	$148,632 â–²	2.2%	15,869	1.3%	COM NEW
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$4,649,990	$628,422 â–²	15.6%	92,079	0.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,038,968	$336,263 â–¼	-7.7%	33,944	0.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$3,869,517	$252,742 â–¼	-6.1%	44,032	0.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$3,764,060	$30,334 â–¼	-0.8%	61,919	0.7%	ETF
VLO Valero Energy	$3,689,635	$126,052 â–¼	-3.3%	14,167	0.7%	Energy
GOOG Alphabet	$3,417,761	$222,598 â–²	7.0%	9,673	0.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$3,352,781	$47,180 â–¼	-1.4%	4,477	0.6%	ETF
NVDA NVIDIA	$3,249,862	$162,073 â–²	5.2%	16,242	0.6%	Computer and Technology
AMZN Amazon.com	$3,167,777	$216,413 â–²	7.3%	13,291	0.6%	Retail/Wholesale
ABBV AbbVie	$3,019,942	$78,512 â–²	2.7%	12,001	0.6%	Medical
URI United Rentals	$2,799,938	$284,298 â–²	11.3%	2,472	0.5%	Construction
NET Cloudflare	$2,755,108	$287,946 â–²	11.7%	11,233	0.5%	Computer and Technology
MSFT Microsoft	$2,373,713	$313,312 â–²	15.2%	6,364	0.5%	Computer and Technology
VRTX Vertex Pharmaceuticals	$2,359,467	$298,038 â–²	14.5%	4,750	0.5%	Medical
FDX FedEx	$2,305,733	$205,086 â–²	9.8%	7,364	0.4%	Transportation
BKNG Booking	$2,237,625	$2,162,051 â–²	2,860.8%	12,554	0.4%	Retail/Wholesale
HD Home Depot	$2,168,629	$356,559 â–²	19.7%	6,149	0.4%	Retail/Wholesale
COST Costco Wholesale	$2,162,807	$242,287 â–²	12.6%	2,312	0.4%	Retail/Wholesale
WM Waste Management	$2,161,713	$270,131 â–²	14.3%	9,699	0.4%	Business Services
BRK.B Berkshire Hathaway	$2,122,654	$328,756 â–²	18.3%	4,242	0.4%	Finance
VANGUARD MUN BD FDS	$2,114,528	$2,114,528 â–²	New Holding	27,594	0.4%	SHORT TAX EXEMPT
LLY Eli Lilly and Company	$2,102,601	$2,094,205 â–²	24,942.9%	1,753	0.4%	Medical
LMT Lockheed Martin	$2,068,662	$258,264 â–²	14.3%	4,061	0.4%	Aerospace
UNH UnitedHealth Group	$2,003,337	$22,028 â–¼	-1.1%	4,820	0.4%	Medical
SCHW Charles Schwab	$2,000,506	$272,381 â–²	15.8%	21,681	0.4%	Finance
JMUB JPMorgan Municipal ETF	$1,942,974	$120,306 â–²	6.6%	38,357	0.4%	ETF
CAPITAL GRP FIXED INCM ETF T	$1,938,585	$1,938,585 â–²	New Holding	73,473	0.4%	SHOR DUR MUN ETF
CI Cigna Group	$1,842,369	$257,209 â–²	16.2%	6,683	0.4%	Medical
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,798,535	$134,427 â–¼	-7.0%	31,187	0.3%	ETF
DFUS Dimensional U.S. Equity ETF	$1,706,892		0.0%	20,831	0.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,678,922	$89,844 â–²	5.7%	33,319	0.3%	ETF
PGR Progressive	$1,625,334	$13,981 â–¼	-0.9%	7,440	0.3%	Finance
BX Blackstone	$1,619,728	$319,945 â–²	24.6%	13,765	0.3%	Finance
COOPER COS INC	$1,597,340	$18,214 â–¼	-1.1%	22,275	0.3%	COM
ICE Intercontinental Exchange	$1,550,386	$231,807 â–²	17.6%	12,594	0.3%	Finance
TMUS T-Mobile US	$1,534,562	$247,905 â–²	19.3%	9,149	0.3%	Computer and Technology
IBKR Interactive Brokers Group	$1,522,504	$119,419 â–²	8.5%	17,492	0.3%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,404,437	$1,404,437 â–²	New Holding	20,788	0.3%	ETF
LUV Southwest Airlines	$1,398,161	$154,723 â–²	12.4%	27,191	0.3%	Transportation
ORCL Oracle	$1,368,044	$1,335,217 â–²	4,067.4%	9,335	0.3%	Computer and Technology
FCFS FirstCash	$1,363,573	$114,208 â–²	9.1%	6,304	0.3%	Business Services
UTHR United Therapeutics	$1,260,838	$116,493 â–²	10.2%	2,327	0.2%	Medical
DFUV Dimensional US Marketwide Value ETF	$1,175,839		0.0%	21,375	0.2%	ETF
MU Micron Technology	$1,168,141	$13,851 â–²	1.2%	1,012	0.2%	Computer and Technology
EVERPURE INC	$1,092,108	$135,125 â–²	14.1%	13,861	0.2%	CL A
SUB iShares Short-Term National Muni Bond ETF	$1,015,830	$2,805,803 â–¼	-73.4%	9,541	0.2%	ETF
ADBE Adobe	$1,014,644	$12,506 â–¼	-1.2%	4,949	0.2%	Computer and Technology
RKT Rocket Companies	$954,545	$164,761 â–²	20.9%	60,606	0.2%	Finance
BA Boeing	$863,499	$138,974 â–²	19.2%	3,989	0.2%	Aerospace
NU NU	$862,619	$148,176 â–²	20.7%	64,567	0.2%	Finance
IBM International Business Machines	$841,465	$123,464 â–²	17.2%	2,992	0.2%	Computer and Technology
XOM ExxonMobil	$834,496	$284,910 â–²	51.8%	6,104	0.2%	Energy
VV Vanguard Large-Cap ETF	$823,664		0.0%	2,395	0.2%	ETF
BMY Bristol Myers Squibb	$809,964	$17,805 â–²	2.2%	14,057	0.2%	Medical
USB U.S. Bancorp	$733,379	$37,267 â–²	5.4%	12,142	0.1%	Finance
TNL Travel + Leisure	$665,629	$38,750 â–²	6.2%	8,709	0.1%	Consumer Discretionary
CARETRUST REIT INC	$663,909	$16,382 â–²	2.5%	16,454	0.1%	COM
KGS Kodiak Gas Services	$641,235	$88,879 â–¼	-12.2%	8,535	0.1%	Energy
OKE ONEOK	$636,725	$11,736 â–²	1.9%	7,324	0.1%	Energy
HOOD Robinhood Markets	$613,814	$613,814 â–²	New Holding	6,121	0.1%	Finance
ORI Old Republic International	$602,265	$68,664 â–²	12.9%	14,718	0.1%	Finance
FHI Federated Hermes	$598,585	$11,983 â–²	2.0%	10,840	0.1%	Finance
SO Southern	$580,048	$58,196 â–²	11.2%	6,060	0.1%	Utilities
ZS Zscaler	$571,516	$152,442 â–²	36.4%	4,049	0.1%	Computer and Technology
AVA Avista	$571,513	$67,174 â–²	13.3%	13,970	0.1%	Utilities
KMI Kinder Morgan	$565,262	$8,248 â–²	1.5%	17,681	0.1%	Energy
CNA CNA Financial	$557,800	$97,414 â–²	21.2%	11,475	0.1%	Finance
ARCC Ares Capital	$554,045	$1,329,541 â–¼	-70.6%	29,900	0.1%	Finance
PRU Prudential Financial	$553,338	$60,115 â–²	12.2%	5,127	0.1%	Finance
AEE Ameren	$551,522	$2,487 â–²	0.5%	4,879	0.1%	Utilities
O Realty Income	$548,222	$82,531 â–²	17.7%	8,848	0.1%	Finance
T AT&T	$533,786	$99,711 â–²	23.0%	25,787	0.1%	Computer and Technology
FEDEX FGHT HLDG CO INC	$526,688	$526,688 â–²	New Holding	3,488	0.1%	COMMON STOCK
SR Spire	$526,452	$38,574 â–²	7.9%	6,742	0.1%	Utilities
D Dominion Energy	$524,877	$35,374 â–²	7.2%	7,686	0.1%	Utilities
MRK Merck & Co., Inc.	$524,352	$38,674 â–²	8.0%	4,081	0.1%	Medical
CLX Clorox	$518,335	$137,625 â–²	36.1%	5,431	0.1%	Consumer Staples
VZ Verizon Communications	$517,904	$32,390 â–²	6.7%	12,232	0.1%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$499,392		0.0%	6,065	0.1%	ETF
OMC Omnicom Group	$495,149	$80,838 â–²	19.5%	6,799	0.1%	Business Services
UPS United Parcel Service	$483,428	$30,745 â–²	6.8%	4,497	0.1%	Transportation
V Visa	$476,209	$119,052 â–²	33.3%	1,388	0.1%	Business Services
JNJ Johnson & Johnson	$467,813	$8,889 â–²	1.9%	1,842	0.1%	Medical
AMT American Tower	$466,502	$79,986 â–²	20.7%	2,852	0.1%	Finance
BXMT Blackstone Mortgage Trust	$450,212	$56,885 â–²	14.5%	26,561	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2026)

About Mbm Wealth Consultants, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2026)

About Mbm Wealth Consultants, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMbm Wealth Consultants, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools