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CIK: 0001762068
Total reported value
$518.6M
$518.6M
110 檔
36.8%
The Q4 2025 SEC filing reveals that Mbm Wealth Consultants, LLC held a total portfolio value of $518.6M, covering 110 public equity positions.
In Q4 2025, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.27% | +0.23% | -0.92% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.16% | -1.23% | -0.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.82% | -0.44% | -0.66% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.64% | -0.28% | +14.89% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.55% | -0.12% | +16.45% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.21% | -0.19% | +11.52% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.01% | -0.41% | +0.57% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.28% | +0.05% | +0.48% | |
| 9 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.79% | +1.11% | +11.52% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 3.57% | -3.94% | EXIT | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.88% | -0.35% | -7.52% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.38% | -0.02% | +3.85% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.57% | -1.65% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 0.93% | -0.68% | -3.05% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | -0.05% | +2.60% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.07% | +3.61% | |
| 17 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.86% | -0.02% | +11.52% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.08% | +4.89% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.03% | -2.01% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.01% | +2.54% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.02% | +0.70% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.06% | -1.21% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.63% | +0.57% | -2.84% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | — | -2.19% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.01% | -1.28% | |
| 26 | VLO | Valero Energy CORP | Stock-Energy | 0.54% | -0.12% | +1.39% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.51% | +0.02% | +0.50% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.50% | -0.03% | +3.40% | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.45% | -0.04% | +2.10% | |
| 30 | FDX | Fedex CORP | Stock-Industrials | 0.45% | -0.11% | +0.73% | |
| 31 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.45% | +0.05% | +0.42% | |
| 32 | ARCC | Ares Capital CORP | Stock-Financials | 0.44% | -0.31% | +4.13% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.42% | +0.03% | +7.53% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.01% | +0.78% | |
| 35 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.41% | -0.06% | +4.64% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | +0.02% | +4.12% | |
| 37 | URI | United Rentals Inc | Stock-Industrials | 0.40% | +0.17% | -2.25% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | -0.09% | +0.43% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.05% | +5.10% | |
| 40 | JEF | Jefferies Financial Group In | Stock-Financials | 0.39% | -0.26% | +1.34% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.03% | +1.72% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.39% | -0.09% | +2.14% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.09% | +11.81% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.37% | -0.08% | +8.18% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.37% | -0.03% | +10.07% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.02% | +5.33% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.35% | +0.01% | +8.43% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.34% | -0.07% | +8.01% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.34% | +0.02% | +11.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.6% | +16.45% | Add |
| 2 | PULS | Pgim Ultra Short Bond ETF | +0.5% | +14.89% | Add |
| 3 | SCHO | Schwab Short-term US Treas | +0.3% | +11.52% | Add |
| 4 | JPLD | Jpmorgan LTD Duration ETF | +0.2% | +11.52% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -1.21% | Trim |
| 6 | LRCX | Lam Research CORP | +0.1% | -2.84% | Trim |
| 7 | FDX | Fedex CORP | +0.1% | +0.73% | Add |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +7.53% | Add |
| 9 | COO | Cooper Cos Inc/the | +0.1% | +4.64% | Add |
| 10 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | +11.52% | Add |
| 11 | BA | Boeing Co/the | +0.1% | +65.00% | Add |
| 12 | LUV | Southwest Airlines Co | +0.1% | +0.26% | Add |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +4.89% | Add |
| 14 | BMY | Bristol-myers Squibb Co | 0% | +4.72% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +3.61% | Add |
| 16 | UTHR | United Therapeutics CORP | 0% | -2.49% | Trim |
| 17 | TNL | Travel + Leisure Co | 0% | +4.65% | Add |
| 18 | VEA | Vanguard Ftse Developed ETF | 0% | +0.48% | Add |
| 19 | AAPL | Apple Inc | 0% | -1.65% | Trim |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.60% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +0.70% | Add |
| 22 | ADBE | Adobe Inc | 0% | +8.18% | Add |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | — | +4.99% | Add |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +3.85% | Add |
| 25 | ZS | Zscaler Inc | -0.1% | +2.32% | Add |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | +0.42% | Add |
| 27 | TMUS | T-mobile US Inc | -0.1% | +8.01% | Add |
| 28 | P | Everpure Inc-a | -0.1% | +0.67% | Add |
| 29 | SUB | Ishares Short-term National | -0.1% | -3.05% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | +1.72% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | -1.28% | Trim |
| 32 | COP | Conocophillips | -0.1% | -60.91% | Trim |
| 33 | VB | Vanguard Small-cap ETF | -0.1% | +0.57% | Add |
| 34 | URI | United Rentals Inc | -0.1% | -2.25% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | -0.3% | -0.66% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.3% | -0.11% | Trim |
| 37 | JMST | JPM Ultra-short Muni Income | -0.4% | -7.52% | Trim |
| 38 | VUG | Vanguard Growth ETF | -0.4% | -0.92% | Trim |
| 39 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 40 | AL | Air Lease CORP | — | EXIT | Sold out |
| 41 | DXCM | Dexcom Inc | — | EXIT | Sold out |
| 42 | VITL | Vital Farms Inc | — | NEW | New buy |
| 43 | UNM | Unum Group | — | EXIT | Sold out |
| 44 | AVA | Avista CORP | — | NEW | New buy |
| 45 | D | Dominion Energy Inc | — | NEW | New buy |
| 46 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 47 | KGS | Kodiak Gas Services Inc | — | NEW | New buy |
| 48 | MU | Micron Technology Inc | — | NEW | New buy |
| 49 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 50 | AQST | Aquestive Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 110 disclosed positions in Q4 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 36.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
RKT
市值: $907.8K
Top Position Liquidated / Trimmed
AL
前期市值: $823.6K
During Q4 2025, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (12.3%)、VYM (11.2%)、VOO (10.8%). The largest single position, VUG, represented 12.3% of total portfolio value.
In Q4 2025, Mbm Wealth Consultants, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 12 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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