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CIK: 0001762068
Total reported value
$518.6M
$518.6M
107 檔
33.6%
At the close of Q2 2025, Mbm Wealth Consultants, LLC disclosed equity holdings valued at approximately $518.6M, spread across 107 reported holdings.
In Q2 2025, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 5 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.46% | +0.23% | +1.29% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.72% | -1.23% | +2.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.65% | -0.44% | +1.79% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.21% | -0.41% | +4.66% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.66% | -0.28% | +5.72% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.45% | +0.05% | +1.94% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.44% | -0.12% | +4.90% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.00% | -0.19% | +6.91% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.39% | -0.35% | +1.57% | |
| 10 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.36% | +1.11% | +3.81% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 3.28% | -3.94% | EXIT | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.32% | -0.02% | +5.72% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.07% | -0.68% | +3.40% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | -0.05% | +0.79% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.07% | +1.21% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.57% | +2.13% | |
| 17 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.81% | -0.02% | +7.98% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.08% | +2.17% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.03% | +0.17% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.01% | +6.95% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.02% | +9.30% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.01% | +5.78% | |
| 23 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.71% | +0.05% | -15.59% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.62% | +0.02% | +2.81% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | +0.84% | |
| 26 | VLO | Valero Energy CORP | Stock-Energy | 0.54% | -0.12% | +22.63% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.52% | +0.57% | +25.89% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.03% | -2.92% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.51% | +0.17% | +11.34% | |
| 30 | ARCC | Ares Capital CORP | Stock-Financials | 0.50% | -0.31% | +9.03% | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.49% | -0.04% | +21.24% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.06% | +10.11% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.03% | +4.05% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 0.46% | -0.09% | -4.38% | |
| 35 | JEF | Jefferies Financial Group In | Stock-Financials | 0.46% | -0.26% | +12.57% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.05% | -4.50% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.43% | -0.01% | -2.11% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | -0.09% | +3.61% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.38% | -0.03% | -12.60% | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.37% | -0.11% | +23.92% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.37% | -0.08% | +28.38% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.37% | +0.01% | +4.24% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.36% | -0.07% | -16.32% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | +0.02% | -11.96% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | -0.02% | +6.33% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.34% | +0.03% | +3.72% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | +1.21% | |
| 49 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.32% | -0.06% | +34.26% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.31% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.1% | +1.29% | Add |
| 2 | BX | Blackstone Inc | +0.3% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.79% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +6.95% | Add |
| 5 | NET | Cloudflare Inc - Class A | +0.2% | -15.59% | Trim |
| 6 | LRCX | Lam Research CORP | +0.2% | +25.89% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +5.78% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.94% | Add |
| 9 | ZS | Zscaler Inc | +0.1% | +30.07% | Add |
| 10 | P | Everpure Inc-a | +0.1% | +40.50% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +9.30% | Add |
| 12 | BKNG | Booking Holdings Inc | +0.1% | +2.81% | Add |
| 13 | URI | United Rentals Inc | +0.1% | +11.34% | Add |
| 14 | NRG | Nrg Energy Inc | +0.1% | -2.06% | Trim |
| 15 | O | Realty Income CORP | +0.1% | NEW | New buy |
| 16 | DXCM | Dexcom Inc | +0.1% | +40.19% | Add |
| 17 | VB | Vanguard Small-cap ETF | +0.1% | +4.66% | Add |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.79% | Add |
| 19 | VLO | Valero Energy CORP | +0.1% | +22.63% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +10.11% | Add |
| 21 | NU | Nu Holdings Ltd. | +0.1% | +19.62% | Add |
| 22 | MNST | Monster Beverage CORP | +0.1% | NEW | New buy |
| 23 | ADBE | Adobe Inc | +0.1% | +28.38% | Add |
| 24 | AL | Air Lease CORP | +0.1% | +11.42% | Add |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 27 | JMUB | Jpmorgan Municipal ETF | 0% | +21.24% | Add |
| 28 | LUV | Southwest Airlines Co | 0% | +36.77% | Add |
| 29 | JEF | Jefferies Financial Group In | 0% | +12.57% | Add |
| 30 | SCHW | Schwab (charles) CORP | 0% | -2.11% | Trim |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +1.21% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | — | +0.17% | Add |
| 33 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +7.98% | Add |
| 34 | TRGP | Targa Resources CORP | -0.1% | EXIT | Sold out |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +5.72% | Add |
| 36 | SRJ | Spartannash Co | -0.1% | EXIT | Sold out |
| 37 | SCHO | Schwab Short-term US Treas | -0.1% | +6.91% | Add |
| 38 | PGR | Progressive CORP | -0.1% | -12.60% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.96% | Trim |
| 40 | ABBV | Abbvie Inc | -0.1% | +0.84% | Add |
| 41 | AAPL | Apple Inc | -0.2% | +2.13% | Add |
| 42 | TMUS | T-mobile US Inc | -0.2% | -16.32% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | +4.20% | Add |
| 44 | JPLD | Jpmorgan LTD Duration ETF | -0.2% | +3.81% | Add |
| 45 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.2% | +3.47% | Add |
| 46 | PULS | Pgim Ultra Short Bond ETF | -0.2% | +5.72% | Add |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.2% | +4.90% | Add |
| 48 | EPAM | Epam Systems Inc | -0.3% | EXIT | Sold out |
| 49 | JMST | JPM Ultra-short Muni Income | -0.3% | +1.57% | Add |
| 50 | VYM | Vanguard High Dvd Yield ETF | -0.5% | +2.12% | Add |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 107 disclosed positions in Q2 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 33.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
BX
市值: $1.2M
Top Position Liquidated / Trimmed
EPAM
前期市值: $985.8K
During Q2 2025, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (13.5%)、VYM (11.7%)、VOO (11.7%). The largest single position, VUG, represented 13.5% of total portfolio value.
In Q2 2025, Mbm Wealth Consultants, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 3 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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