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CIK: 0001762068
Total reported value
$518.6M
$518.6M
108 檔
35.4%
During the Q3 2025 filing period, Mbm Wealth Consultants, LLC (CIK: 0001762068) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $518.6M across 108 reported positions.
In Q3 2025, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.71% | +0.23% | -6.91% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.46% | -1.23% | -0.33% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.11% | -0.44% | -4.63% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.15% | -0.28% | +18.91% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.12% | -0.41% | -1.20% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.99% | -0.12% | +20.90% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.89% | -0.19% | +31.76% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.27% | +0.05% | -1.60% | |
| 9 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 3.57% | -3.94% | EXIT | |
| 10 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.55% | +1.11% | +13.39% | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.26% | -0.35% | +3.38% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.39% | -0.02% | +10.55% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.57% | +1.01% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.00% | -0.68% | +0.01% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.05% | -4.53% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.07% | -2.01% | |
| 17 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.80% | -0.02% | +5.94% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.08% | +1.47% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.03% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.01% | -16.12% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.01% | -2.40% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | — | -0.12% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.02% | -3.05% | |
| 24 | VLO | Valero Energy CORP | Stock-Energy | 0.59% | -0.12% | -7.77% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -11.85% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | +0.02% | -0.50% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.57% | -19.35% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.03% | +10.59% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.51% | +0.17% | -15.75% | |
| 30 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.50% | +0.05% | -29.86% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.03% | +0.17% | |
| 32 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.46% | -0.04% | +0.15% | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 0.45% | -0.31% | +4.85% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | -0.09% | +11.85% | |
| 35 | JEF | Jefferies Financial Group In | Stock-Financials | 0.43% | -0.26% | -15.13% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.05% | +11.43% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.01% | -0.05% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.41% | -0.09% | +4.33% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | +0.02% | +15.45% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | -0.07% | +14.02% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.38% | -0.03% | +18.11% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.38% | -0.11% | +5.09% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.09% | +40.24% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.36% | -0.08% | +16.24% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | -0.02% | +0.26% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.35% | +0.03% | +26.96% | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.35% | +0.01% | +18.48% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.35% | +0.02% | +6.64% | |
| 50 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.34% | -0.06% | +20.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +0.8% | +31.76% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.3% | +20.90% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.3% | -6.91% | Trim |
| 4 | PULS | Pgim Ultra Short Bond ETF | +0.3% | +18.91% | Add |
| 5 | LRCX | Lam Research CORP | +0.2% | -19.35% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | -16.12% | Trim |
| 7 | MSFT | Microsoft CORP | +0.1% | -2.40% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -11.85% | Trim |
| 9 | VLO | Valero Energy CORP | +0.1% | -7.77% | Add |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +16.98% | Add |
| 11 | URI | United Rentals Inc | +0.1% | -15.75% | Trim |
| 12 | P | Everpure Inc-a | +0.1% | -29.32% | Trim |
| 13 | ZS | Zscaler Inc | +0.1% | -13.03% | Add |
| 14 | NU | Nu Holdings Ltd. | +0.1% | -14.24% | Add |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -4.53% | Trim |
| 16 | ADBE | Adobe Inc | 0% | +16.24% | Add |
| 17 | LMT | Lockheed Martin CORP | 0% | +11.85% | Add |
| 18 | COO | Cooper Cos Inc/the | 0% | +20.96% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | -3.05% | Add |
| 20 | FDX | Fedex CORP | 0% | +5.09% | Add |
| 21 | BKNG | Booking Holdings Inc | 0% | -0.50% | Add |
| 22 | JMUB | Jpmorgan Municipal ETF | 0% | +0.15% | Add |
| 23 | SCHW | Schwab (charles) CORP | 0% | -0.05% | Trim |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.26% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | — | — | Add |
| 26 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 27 | JPLD | Jpmorgan LTD Duration ETF | 0% | +13.39% | Add |
| 28 | AAPL | Apple Inc | 0% | +1.01% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -2.01% | Trim |
| 30 | VB | Vanguard Small-cap ETF | 0% | -1.20% | Add |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +10.55% | Add |
| 32 | HD | Home Depot Inc | 0% | +0.17% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | -1.60% | Add |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +5.94% | Add |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +1.47% | Add |
| 36 | ABBV | Abbvie Inc | -0.1% | -0.12% | Add |
| 37 | TMUS | T-mobile US Inc | -0.2% | +14.02% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -0.3% | -4.63% | Trim |
| 39 | JMST | JPM Ultra-short Muni Income | -0.4% | +3.38% | Add |
| 40 | VYM | Vanguard High Dvd Yield ETF | -0.8% | -0.33% | Add |
| 41 | BX | Blackstone Inc | — | NEW | New buy |
| 42 | EPAM | Epam Systems Inc | — | EXIT | Sold out |
| 43 | NRG | Nrg Energy Inc | — | EXIT | Sold out |
| 44 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 45 | CLX | Clorox Company | — | NEW | New buy |
| 46 | MMM | 3m Co | — | EXIT | Sold out |
| 47 | O | Realty Income CORP | — | NEW | New buy |
| 48 | SRJ | Spartannash Co | — | EXIT | Sold out |
| 49 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 50 | DOW | Dow Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 108 disclosed positions in Q3 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 35.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
BX
市值: $1.4M
Top Position Liquidated / Trimmed
EPAM
前期市值: $985.8K
During Q3 2025, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (12.7%)、VYM (11.5%)、VOO (11.1%). The largest single position, VUG, represented 12.7% of total portfolio value.
In Q3 2025, Mbm Wealth Consultants, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 10 holdings, and fully liquidating 5 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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