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CIK: 0001762068
Total reported value
$518.6M
$518.6M
105 檔
30.1%
The Q1 2025 SEC filing reveals that Mbm Wealth Consultants, LLC held a total portfolio value of $518.6M, covering 105 public equity positions.
In Q1 2025, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.40% | +0.23% | +0.34% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 12.26% | -1.23% | +1.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.43% | -0.44% | +0.90% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.14% | -0.41% | +1.91% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.87% | -0.28% | +6.50% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.67% | -0.12% | +6.64% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.30% | +0.05% | +2.66% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.12% | -0.19% | +9.97% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.68% | -0.35% | -3.33% | |
| 10 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.56% | +1.11% | +6.72% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 3.48% | -3.94% | EXIT | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.41% | -0.02% | +6.68% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.14% | -0.68% | -2.80% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.57% | +2.30% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.07% | +2.47% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | -0.05% | +1.99% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.08% | +3.70% | |
| 18 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.83% | -0.02% | +11.34% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.03% | +0.09% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | +2.17% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.02% | +31.28% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.03% | +0.86% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.01% | +1.48% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.07% | -0.31% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.53% | +0.02% | -4.16% | |
| 26 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.53% | +0.05% | -3.79% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.01% | -0.10% | |
| 28 | ARCC | Ares Capital CORP | Stock-Financials | 0.51% | -0.31% | +4.74% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.51% | -0.03% | +0.28% | |
| 30 | ICE | Intercontinental Exchange In | Stock-Financials | 0.50% | -0.09% | +1.52% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.02% | -0.03% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.03% | +0.94% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.05% | +0.70% | |
| 34 | VLO | Valero Energy CORP | Stock-Energy | 0.48% | -0.12% | +5.24% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.09% | +1.88% | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.45% | -0.04% | +9.78% | |
| 37 | JEF | Jefferies Financial Group In | Stock-Financials | 0.44% | -0.26% | -0.78% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.06% | +0.56% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.42% | +0.17% | +1.65% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.41% | -0.01% | +1.26% | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.40% | +0.03% | +4.05% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.09% | +2.01% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.39% | +0.01% | +2.60% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 45 | FDX | Fedex CORP | Stock-Industrials | 0.36% | -0.11% | +3.01% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | -0.02% | +4.90% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.34% | +0.57% | +2.81% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | +4.14% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.32% | -0.08% | +3.22% | |
| 50 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.31% | -0.06% | +5.42% |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 105 disclosed positions in Q1 2025.
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 30.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $42.0M
During Q1 2025, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (12.4%)、VYM (12.3%)、VOO (11.4%). The largest single position, VUG, represented 12.4% of total portfolio value.
In Q1 2025, Mbm Wealth Consultants, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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