MBM WEALTH CONSULTANTS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, MBM WEALTH CONSULTANTS, LLC held in its portfolio 106 assets valued at $420,546,649 (i.e. $420.55M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($51.60M), VANGUARD WHITEHALL FDS ($46.93M), and VANGUARD INDEX FDS ($45.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 106 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MBM WEALTH CONSULTANTS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 105757 | 51594821 | GROWTH ETF |
| VANGUARD WHITEHALL FDS | 326990 | 46929659 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 72591 | 45523931 | S&P 500 ETF SHS |
| PGIM ETF TR | 478313 | 23719522 | PGIM ULTRA SH BD |
| J P MORGAN EXCHANGE TRADED F | 461016 | 23322798 | ULTRA SHRT ETF |
| SCHWAB STRATEGIC TR | 899719 | 21926146 | SHT TM US TRES |
| VANGUARD INDEX FDS | 81626 | 21055324 | SMALL CP ETF |
| VANGUARD TAX-MANAGED FDS | 288285 | 18009192 | VAN FTSE DEV MKT |
| J P MORGAN EXCHANGE TRADED F | 304150 | 15918809 | JPMORGAM LTD DUR |
| ISHARES U S ETF TR | 294157 | 15031420 | SHORT DURATION B |
| SPDR SERIES TRUST | 179104 | 12792800 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 237529 | 12099727 | ULTRA SHT MUNCPL |
| ISHARES TR | 83699 | 9989529 | 3 7 YR TREAS BD |
| APPLE INC | 15605 | 4242239 | COM |
| ISHARES TR | 36474 | 3891776 | SHRT NAT MUN ETF |
| PIMCO ETF TR | 71459 | 3603677 | SHTRM MUN BD ACT |
| ISHARES TR | 4492 | 3076750 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 14953 | 2788735 | COM |
| AMAZON COM INC | 12015 | 2773302 | COM |
| ALPHABET INC | 8798 | 2760812 | CAP STK CL C |
| LAM RESEARCH CORP | 15574 | 2665957 | COM NEW |
| ABBVIE INC | 11419 | 2609136 | COM |
| MICROSOFT CORP | 5183 | 2506361 | COM |
| VALERO ENERGY CORP | 14041 | 2285723 | COM |
| BOOKING HOLDINGS INC | 403 | 2158198 | COM |
| WASTE MGMT INC DEL | 9602 | 2109655 | COM |
| J P MORGAN EXCHANGE TRADED F | 37535 | 1895518 | MUNICIPAL ETF |
| FEDEX CORP | 6509 | 1880045 | COM |
| CLOUDFLARE INC | 9495 | 1871841 | CL A COM |
| ARES CAPITAL CORP | 92495 | 1871182 | COM |
| VERTEX PHARMACEUTICALS INC | 3925 | 1779438 | COM |
| SCHWAB CHARLES CORP | 17651 | 1763511 | COM |
| COOPER COS INC | 21126 | 1731487 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3361 | 1689407 | CL B NEW |
| UNITED RENTALS INC | 2087 | 1688646 | COM |
| LOCKHEED MARTIN CORP | 3478 | 1681962 | COM |
| COSTCO WHSL CORP NEW | 1937 | 1670353 | COM |
| JEFFERIES FINL GROUP INC | 26750 | 1657697 | COM |
| HOME DEPOT INC | 4796 | 1650304 | COM |
| INTERCONTINENTAL EXCHANGE IN | 10003 | 1620005 | COM |
| UNITEDHEALTH GROUP INC | 4781 | 1578256 | COM |
| ADOBE INC | 4499 | 1574605 | COM |
| PROGRESSIVE CORP | 6906 | 1572703 | COM |
| DIMENSIONAL ETF TRUST | 20831 | 1545035 | US EQUITY MARKET |
| THE CIGNA GROUP | 5338 | 1469178 | COM |
| T-MOBILE US INC | 7035 | 1428386 | COM |
| BLACKSTONE INC | 9168 | 1413156 | COM |
| SPDR INDEX SHS FDS | 31535 | 1400457 | PORTFOLIO DEVLPD |
| INTERACTIVE BROKERS GROUP IN | 15648 | 1006323 | COM CL A |
| DIMENSIONAL ETF TRUST | 21375 | 995861 | US MKTWIDE VALUE |
| UNITED THERAPEUTICS CORP DEL | 2035 | 991554 | COM |
| SOUTHWEST AIRLS CO | 23360 | 965469 | COM |
| ROCKET COS INC | 46890 | 907790 | COM CL A |
| FIRSTCASH HOLDINGS INC | 5563 | 886551 | COM |
| NU HLDGS LTD | 50284 | 841760 | ORD SHS CL A |
| VANGUARD INDEX FDS | 2658 | 771405 | MID CAP ETF |
| PURE STORAGE INC | 11370 | 761904 | CL A |
| BOEING CO | 3343 | 725832 | COM |
| INTERNATIONAL BUSINESS MACHS | 2420 | 716917 | COM |
| BRISTOL-MYERS SQUIBB CO | 13202 | 712116 | COM |
| ZSCALER INC | 2602 | 585242 | COM |
| VITAL FARMS INC | 18237 | 582490 | COM |
| US BANCORP DEL | 10880 | 580558 | COM NEW |
| CARETRUST REIT INC | 15491 | 560146 | COM |
| OLD REP INTL CORP | 12179 | 555855 | COM |
| TRAVEL PLUS LEISURE CO | 7828 | 552109 | COM |
| CISCO SYS INC | 6831 | 526192 | COM |
| FEDERATED HERMES INC | 10028 | 522158 | CL B |
| ONEOK INC NEW | 6785 | 498678 | COM |
| AT&T INC | 19648 | 488050 | COM |
| SPIRE INC | 5881 | 486326 | COM |
| AMEREN CORP | 4666 | 465947 | COM |
| PRUDENTIAL FINL INC | 4070 | 459401 | COM |
| EXXON MOBIL CORP | 3784 | 455329 | COM |
| KINDER MORGAN INC DEL | 16333 | 448994 | COM |
| SOUTHERN CO | 5105 | 445197 | COM |
| VERIZON COMMUNICATIONS INC | 10747 | 437727 | COM |
| AVISTA CORP | 11272 | 434423 | COM |
| CME GROUP INC | 1580 | 431466 | COM |
| DIMENSIONAL ETF TRUST | 6065 | 422549 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 7073 | 421126 | US TARGETED VLU |
| CNA FINL CORP | 8751 | 417773 | COM |
| OMNICOM GROUP INC | 5159 | 416564 | COM |
| MASTERCARD INCORPORATED | 712 | 406467 | CL A |
| BLACKSTONE MTG TR INC | 21214 | 405827 | COM CL A |
| MERCK & CO INC | 3766 | 396363 | COM |
| REALTY INCOME CORP | 6886 | 388164 | COM |
| UNITED PARCEL SERVICE INC | 3910 | 387833 | CL B |
| DOMINION ENERGY INC | 6581 | 385581 | COM |
| AMERICAN TOWER CORP NEW | 2176 | 382040 | COM |
| JOHNSON & JOHNSON | 1807 | 373959 | COM |
| CLOROX CO DEL | 3680 | 371054 | COM |
| ALPHABET INC | 1156 | 361828 | CAP STK CL A |
| VISA INC | 1027 | 360179 | COM CL A |
| EMERSON ELEC CO | 2690 | 357017 | COM |
| PFIZER INC | 14306 | 356210 | COM |
| TJX COS INC NEW | 2102 | 322888 | COM |
| KODIAK GAS SVCS INC | 8234 | 307952 | COM |
| MICRON TECHNOLOGY INC | 1000 | 285410 | COM |
| DIMENSIONAL ETF TRUST | 6940 | 274755 | US CORE EQUITY 2 |
| MONSTER BEVERAGE CORP NEW | 3335 | 255694 | COM |
| PARKER-HANNIFIN CORP | 272 | 239077 | COM |
| CONOCOPHILLIPS | 2257 | 211237 | COM |
| ELEVANCE HEALTH INC FORMERLY | 571 | 200164 | COM |
| LSB INDS INC | 13000 | 110500 | COM |
| AQUESTIVE THERAPEUTICS INC | 16950 | 109497 | COM |
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