Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2026) About Mbm Wealth Consultants, LLCInvestment ActivityMbm Wealth Consultants, LLC has $545.67 million in total holdings as of September 30, 2026.Mbm Wealth Consultants, LLC owns shares of 119 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 6.08% of the portfolio was purchased this quarter.About 1.05% of the portfolio was sold this quarter.This quarter, Mbm Wealth Consultants, LLC has purchased 123 new stocks and bought additional shares in 86 stocks.Mbm Wealth Consultants, LLC sold shares of 18 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $62,101,072Vanguard S&P 500 ETF $53,010,177Vanguard High Dividend Yield ETF $52,898,116JPMorgan Ultra-Short Income ETF $30,455,413PGIM Ultra Short Bond ETF $30,177,307 Largest New Holdings this Quarter 032095101 - Amphenol $2,184,803 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,155,637 Holding30609A109 - ONEOK INC NEW $738,842 Holding45409F827 - NYLIM MacKay Shields Municipal Intermediate ETF $226,672 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 43,672 shares (about $2.20M)Amphenol 25,917 shares (about $2.18M)Schwab Short-Term U.S. Treasury ETF 89,467 shares (about $2.13M)Vanguard Growth ETF 22,802 shares (about $2.05M)J P MORGAN EXCHANGE TRADED F 38,534 shares (about $1.98M) Largest Sales this Quarter Valero Energy 329 shares (about $127.52K)Johnson & Johnson 104 shares (about $27.53K)Cisco Systems 207 shares (about $22.28K)Caterpillar 26 shares (about $21.08K)Dominion Energy 290 shares (about $17.55K) 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$62,101,072$2,054,687 ▲3.4%689,17011.4%ETFVOOVanguard S&P 500 ETF$53,010,177$1,715,002 ▲3.3%75,6369.7%ETFVYMVanguard High Dividend Yield ETF$52,898,116$1,782,784 ▲3.5%340,8389.7%ETFJPSTJPMorgan Ultra-Short Income ETF$30,455,413$2,199,759 ▲7.8%604,6345.6%ETFPULSPGIM Ultra Short Bond ETF$30,177,307$1,943,381 ▲6.9%610,1365.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$28,632,280$2,134,682 ▲8.1%1,200,0125.2%ETFJ P MORGAN EXCHANGE TRADED F$28,374,282$1,981,035 ▲7.5%551,9215.2%JPMORGAM LTD DURVEAVanguard FTSE Developed Markets ETF$23,021,504$785,255 ▲3.5%326,0374.2%ETFVBVanguard Small-Cap ETF$22,943,436$763,567 ▲3.4%80,6484.2%ETFVOVanguard Mid-Cap ETF$17,436,452$1,147,990 ▲7.0%222,3473.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$13,553,408$955,282 ▲7.6%119,4762.5%ETFBONDPimco Total Return ETF$13,136,969$925,226 ▲7.6%151,0172.4%ETFJ P MORGAN EXCHANGE TRADED F$12,755,479$333,949 ▲2.7%252,2842.3%ULTRA SHT MUNCPLAAPLApple$9,253,793$569,454 ▲6.6%27,7881.7%TechnologyVLOValero Energy$5,363,720$127,523 ▼-2.3%13,8381.0%EnergyLAM RESEARCH CORP$5,238,420$25,295 ▲0.5%15,9461.0%COM NEWSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$4,950,338$400,715 ▲8.8%100,1890.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,272,570$94,771 ▲2.3%34,7140.8%ETFSPLGSPDR Portfolio S&P 500 ETF$4,033,260$80,963 ▲2.0%44,9340.7%ETFNETCloudflare$3,965,069$64,244 ▲1.6%11,4180.7%TechnologySPYVSPDR Portfolio S&P 500 Value ETF$3,902,787$117,675 ▲3.1%63,8440.7%ETFNVDANVIDIA$3,862,591$153,243 ▲4.1%16,9130.7%TechnologyIVViShares Core S&P 500 ETF$3,474,661$45,951 ▲1.3%4,5370.6%ETFAMZNAmazon.com$3,468,168$156,715 ▲4.7%13,9200.6%Consumer DiscretionaryGOOGAlphabet$3,438,067$142,089 ▲4.3%10,0900.6%Communication ServicesMSFTMicrosoft$3,430,019$166,167 ▲5.1%6,6880.6%TechnologyVANGUARD MUN BD FDS$3,328,059$1,275,617 ▲62.2%44,7440.6%SHORT TAX EXEMPTABBVAbbVie$3,210,243$70,891 ▲2.3%12,2720.6%HealthcareVRTXVertex Pharmaceuticals$2,605,685$122,338 ▲4.9%4,9840.5%HealthcareURIUnited Rentals$2,601,528$128,075 ▲5.2%2,6000.5%IndustrialsCOSTCostco Wholesale$2,264,926$160,220 ▲7.6%2,4880.4%Consumer StaplesFDXFedEx$2,256,345$157,075 ▲7.5%7,9150.4%IndustrialsSCHWCharles Schwab$2,215,864$96,763 ▲4.6%22,6710.4%FinanceBRK.BBerkshire Hathaway$2,194,964$82,660 ▲3.9%4,4080.4%FinanceAPHAmphenol$2,184,803$2,184,803 ▲New Holding25,9170.4%TechnologyLMTLockheed Martin$2,170,678$102,856 ▲5.0%4,2630.4%IndustrialsCAPITAL GRP FIXED INCM ETF T$2,169,256$280,265 ▲14.8%84,3740.4%SHOR DUR MUN ETFLLYEli Lilly and Company$2,145,226$116,865 ▲5.8%1,8540.4%HealthcareBKNGBooking$2,139,497$94,325 ▲4.6%13,1330.4%Consumer DiscretionaryWMWaste Management$2,101,192$123,372 ▲6.2%10,3040.4%IndustrialsICEIntercontinental Exchange$2,054,913$140,318 ▲7.3%13,5170.4%FinanceCICigna Group$1,959,351$142,711 ▲7.9%7,2080.4%HealthcareEVERPURE INC$1,922,858$110,117 ▲6.1%14,7030.4%CL AHDHome Depot$1,891,574$142,245 ▲8.1%6,6490.3%Consumer DiscretionaryJ P MORGAN EXCHANGE TRADED F$1,826,834$1,808 ▲0.1%38,3950.3%MUNICIPAL ETFUNHUnitedHealth Group$1,762,718$6,607 ▼-0.4%4,8020.3%HealthcareDFUSDimensional U.S. Equity ETF$1,729,5980.0%20,8310.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,711,787$38,862 ▲2.3%34,0930.3%ETFTMUST-Mobile US$1,697,337$205,318 ▲13.8%10,4080.3%Communication ServicesBXBlackstone$1,681,126$138,207 ▲9.0%14,9980.3%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,652,703$4,176 ▲0.3%31,2660.3%ETFORCLOracle$1,634,557$352,861 ▲27.5%11,9050.3%TechnologyIBKRInteractive Brokers Group$1,547,981$53,815 ▲3.6%18,1220.3%FinanceFCFSFirstCash$1,407,109$75,615 ▲5.7%6,6620.3%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,381,269$70,794 ▲5.4%21,9110.3%ETFUTHRUnited Therapeutics$1,346,055$85,077 ▲6.7%2,4840.2%HealthcareCOOPER COS INC$1,250,104$9,101 ▼-0.7%22,1140.2%COMLUVSouthwest Airlines$1,192,195$59,962 ▲5.3%28,6310.2%IndustrialsADBEAdobe$1,183,144$4,319 ▼-0.4%4,9310.2%TechnologyDFUVDimensional US Marketwide Value ETF$1,175,6250.0%21,3750.2%ETFEXXONMOBIL HOLDINGS CORP$1,155,637$1,155,637 ▲New Holding7,1010.2%COM SHSMUMicron Technology$1,065,110$12,781 ▼-1.2%1,0000.2%TechnologyBMYBristol Myers Squibb$991,037$113,880 ▲13.0%15,8820.2%HealthcareZSZscaler$888,017$80,566 ▲10.0%4,4530.2%TechnologyAEEAmeren$872,954$388,079 ▲80.0%8,7840.2%UtilitiesNUNU$871,075$53,653 ▲6.6%68,8050.2%FinanceVVVanguard Large-Cap ETF$842,6810.0%2,3950.2%ETFIBMInternational Business Machines$809,408$151,324 ▲23.0%3,6800.1%TechnologyUSBU.S. Bancorp$796,166$94,842 ▲13.5%13,7840.1%FinanceRKTRocket Companies$771,492$73,917 ▲10.6%67,0280.1%FinanceHOODRobinhood Markets$767,363$78,750 ▲11.4%6,8210.1%FinanceTAT&T$758,102$128,904 ▲20.5%31,0700.1%Communication ServicesBABoeing$741,595$558 ▼-0.1%3,9860.1%IndustrialsONEOK INC NEW$738,842$738,842 ▲New Holding8,6650.1%COMFHIFederated Hermes$713,250$102,199 ▲16.7%12,6530.1%FinanceCARETRUST REIT INC$703,936$102,057 ▲17.0%19,2440.1%COMARCCAres Capital$684,484$113,396 ▲19.9%35,8370.1%FinancePRUPrudential Financial$681,914$99,607 ▲17.1%6,0040.1%FinanceVZVerizon Communications$681,630$120,547 ▲21.5%14,8600.1%Communication ServicesORIOld Republic International$647,818$98,686 ▲18.0%17,3630.1%FinancePFEPfizer$646,424$120,609 ▲22.9%22,6660.1%HealthcareKMIKinder Morgan$641,471$108,389 ▲20.3%21,2760.1%EnergyTNLTravel + Leisure$635,096$96,270 ▲17.9%10,2650.1%Consumer DiscretionarySRSpire$626,038$113,064 ▲22.0%8,2280.1%UtilitiesCMECME Group$612,771$122,869 ▲25.1%2,3390.1%FinanceCNACNA Financial$607,944$92,946 ▲18.0%13,5460.1%FinanceSOSouthern$606,214$103,868 ▲20.7%7,3130.1%UtilitiesOMCOmnicom Group$600,135$99,544 ▲19.9%8,1510.1%Communication ServicesAVAAvista$599,337$109,130 ▲22.3%17,0800.1%UtilitiesMRKMerck & Co., Inc.$592,9460.0%4,0810.1%HealthcareAMTAmerican Tower$589,284$122,440 ▲26.2%3,6000.1%Real EstateORealty Income$567,435$86,989 ▲18.1%10,4500.1%Real EstateKGSKodiak Gas Services$560,317$108,218 ▲23.9%10,5780.1%EnergyCLXClorox$537,420$97,455 ▲22.2%6,6340.1%Consumer StaplesUPSUnited Parcel Service$521,021$100,822 ▲24.0%5,5760.1%IndustrialsVVisa$494,079$4,671 ▼-0.9%1,3750.1%FinanceDFASDimensional U.S. Small Cap ETF$469,5520.0%6,0650.1%ETFJNJJohnson & Johnson$460,118$27,533 ▼-5.6%1,7380.1%HealthcareDDominion Energy$447,606$17,551 ▼-3.8%7,3960.1%UtilitiesPAYXPaychex$440,886$132,877 ▲43.1%4,4760.1%IndustrialsShowing largest 100 holdings. 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