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CIK: 0001762068
Total reported value
$518.6M
$518.6M
104 檔
31.0%
In Q4 2024, Mbm Wealth Consultants, LLC's U.S. equity holdings reached a combined market value of $518.6M, distributed across 104 disclosed stock positions.
In Q4 2024, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.76% | +0.23% | -0.44% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 12.08% | -1.23% | +1.94% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.94% | -0.44% | +0.60% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.50% | -0.41% | +1.51% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.59% | -0.28% | +22.40% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.39% | -0.12% | +21.98% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.96% | +0.05% | +3.57% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.82% | -0.35% | -4.89% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.74% | -0.19% | +156.66% | |
| 10 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.33% | +1.11% | +22.92% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 3.25% | -3.94% | EXIT | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.22% | -0.02% | +25.72% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.18% | -0.68% | +50.30% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.57% | +1.53% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | -0.05% | +2.85% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.07% | +3.44% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.82% | -0.08% | +4.78% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.03% | -1.55% | |
| 19 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.75% | -0.02% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.01% | -0.20% | |
| 21 | JEF | Jefferies Financial Group In | Stock-Financials | 0.65% | -0.26% | -1.19% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.01% | +0.95% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | +0.74% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | +0.02% | +0.49% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.02% | +0.56% | |
| 26 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.56% | +0.05% | +0.39% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | +0.03% | +1.56% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | +2.62% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.03% | +2.01% | |
| 30 | ARCC | Ares Capital CORP | Stock-Financials | 0.49% | -0.31% | +4.28% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.05% | +1.42% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 0.46% | +0.17% | +0.95% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | -0.07% | +2.75% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.43% | -0.03% | +3.20% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.09% | +2.13% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.43% | -0.09% | +2.32% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | +0.02% | +3.96% | |
| 38 | VLO | Valero Energy CORP | Stock-Energy | 0.43% | -0.12% | +7.00% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | -0.09% | +2.56% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.41% | -0.04% | — | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.39% | -0.01% | — | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.39% | -0.11% | +3.04% | |
| 43 | EPAM | Epam Systems Inc | Stock-Tech | 0.39% | — | +2.97% | |
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.39% | -0.01% | +3.67% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.02% | +4.57% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.35% | -0.08% | +4.41% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | +0.57% | — | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.32% | +0.03% | +4.88% | |
| 49 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.32% | -0.06% | — | |
| 50 | CI | THE Cigna Group | Stock-Healthcare | 0.32% | +0.01% | +7.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.8% | NEW | New buy |
| 2 | SCHO | Schwab Short-term US Treas | +0.6% | +156.66% | Add |
| 3 | PULS | Pgim Ultra Short Bond ETF | +0.6% | +22.40% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.6% | +21.98% | Add |
| 5 | JPLD | Jpmorgan LTD Duration ETF | +0.4% | +22.92% | Add |
| 6 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.4% | +23.34% | Add |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.4% | NEW | New buy |
| 8 | SUB | Ishares Short-term National | +0.4% | +50.30% | Add |
| 9 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 10 | COO | Cooper Cos Inc/the | +0.3% | NEW | New buy |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +25.72% | Add |
| 12 | NET | Cloudflare Inc - Class A | +0.1% | +0.39% | Add |
| 13 | NU | Nu Holdings Ltd. | +0.1% | NEW | New buy |
| 14 | DXCM | Dexcom Inc | +0.1% | NEW | New buy |
| 15 | JEF | Jefferies Financial Group In | +0.1% | -1.19% | Trim |
| 16 | ZS | Zscaler Inc | +0.1% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 18 | BKNG | Booking Holdings Inc | +0.1% | +0.49% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +0.56% | Add |
| 20 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +0.65% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | -0.20% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +2.62% | Add |
| 23 | VUG | Vanguard Growth ETF | 0% | -0.44% | Trim |
| 24 | EPAM | Epam Systems Inc | 0% | +2.97% | Add |
| 25 | SCHW | Schwab (charles) CORP | 0% | +3.67% | Add |
| 26 | P | Everpure Inc-a | 0% | +3.97% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.85% | Add |
| 28 | ARCC | Ares Capital CORP | 0% | +4.28% | Add |
| 29 | AAPL | Apple Inc | — | +1.53% | Add |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | EXIT | Sold out |
| 31 | MNST | Monster Beverage CORP | -0.1% | EXIT | Sold out |
| 32 | DHR | Danaher CORP | -0.1% | EXIT | Sold out |
| 33 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 34 | CI | THE Cigna Group | -0.1% | +7.47% | Add |
| 35 | KKR | Kkr & Co Inc | -0.1% | EXIT | Sold out |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | +2.13% | Add |
| 37 | ABBV | Abbvie Inc | -0.1% | +0.74% | Add |
| 38 | LMT | Lockheed Martin CORP | -0.1% | +2.56% | Add |
| 39 | URI | United Rentals Inc | -0.1% | +0.95% | Add |
| 40 | NE | Noble Corporation plc | -0.1% | EXIT | Sold out |
| 41 | SMB | Vaneck Short Muni ETF | -0.2% | EXIT | Sold out |
| 42 | VB | Vanguard Small-cap ETF | -0.2% | +1.51% | Add |
| 43 | SLB | Slb LTD | -0.3% | EXIT | Sold out |
| 44 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | Sold out |
| 45 | VOO | Vanguard S&p 500 ETF | -0.4% | +0.60% | Add |
| 46 | CNC | Centene CORP | -0.4% | EXIT | Sold out |
| 47 | JMST | JPM Ultra-short Muni Income | -0.5% | -4.89% | Trim |
| 48 | VEA | Vanguard Ftse Developed ETF | -0.5% | +3.57% | Add |
| 49 | VYM | Vanguard High Dvd Yield ETF | -0.5% | +1.94% | Add |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | -1.2% | -89.75% | Trim |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 104 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, VOO) accounted for 31.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
SMMU
市值: $2.5M
Top Position Liquidated / Trimmed
CNC
前期市值: $1.4M
During Q4 2024, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (13.8%)、VYM (12.1%)、VOO (11.9%). The largest single position, VUG, represented 13.8% of total portfolio value.
In Q4 2024, Mbm Wealth Consultants, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 5 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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