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CIK: 0001762068
Total reported value
$518.6M
$518.6M
387 檔
36.6%
In Q1 2026, Mbm Wealth Consultants, LLC's U.S. equity holdings reached a combined market value of $518.6M, distributed across 387 disclosed stock positions.
In Q1 2026, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 103 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.27% | -1.23% | +1.34% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.84% | +0.23% | +2.23% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.13% | -0.44% | +1.74% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.73% | -0.28% | +5.36% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.59% | -0.12% | +4.44% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.36% | -0.19% | +7.02% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.97% | -0.41% | +1.34% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.28% | +0.05% | +1.04% | |
| 9 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 4.06% | +1.11% | +11.48% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 3.94% | -3.94% | EXIT | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.77% | -0.35% | -0.41% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.54% | -0.02% | +11.35% | |
| 13 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.92% | -0.02% | +11.44% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.57% | -2.54% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 0.88% | -0.68% | -1.59% | |
| 16 | VLO | Valero Energy CORP | Stock-Energy | 0.83% | -0.12% | +4.34% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | -0.05% | +1.89% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.07% | +2.02% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.08% | +1.82% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.76% | +0.57% | -0.31% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | +1.07% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.01% | +3.20% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | +2.78% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.02% | +3.06% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | +2.36% | |
| 26 | FDX | Fedex CORP | Stock-Industrials | 0.55% | -0.11% | +3.07% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.09% | +2.19% | |
| 28 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.48% | +0.05% | +5.94% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.05% | +5.99% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.01% | +6.58% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.03% | -11.61% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.43% | +0.03% | +5.73% | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 0.42% | -0.31% | +9.90% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.41% | -0.04% | -4.14% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.41% | +0.02% | +5.21% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.40% | -0.01% | +6.11% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | +0.02% | +6.66% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.03% | +7.13% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.39% | -0.09% | +7.08% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.02% | +1.51% | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.37% | +0.17% | +6.42% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.37% | -0.07% | +9.04% | |
| 43 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.37% | -0.06% | +6.64% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.35% | +0.01% | +7.72% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.34% | -0.03% | +8.66% | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | -0.01% | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | +0.00% | |
| 48 | JEF | Jefferies Financial Group In | Stock-Financials | 0.31% | -0.26% | +20.95% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.09% | +1.92% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.29% | +0.02% | +20.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.4% | +14.74% | Add |
| 2 | VLO | Valero Energy CORP | +0.3% | +4.34% | Add |
| 3 | JPLD | Jpmorgan LTD Duration ETF | +0.3% | +11.48% | Add |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +11.35% | Add |
| 5 | SCHO | Schwab Short-term US Treas | +0.2% | +7.02% | Add |
| 6 | LRCX | Lam Research CORP | +0.1% | -0.31% | Trim |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.34% | Add |
| 8 | FDX | Fedex CORP | +0.1% | +3.07% | Add |
| 9 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +5.36% | Add |
| 10 | LMT | Lockheed Martin CORP | +0.1% | +2.19% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | +5.99% | Add |
| 12 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | +11.44% | Add |
| 13 | KGS | Kodiak Gas Services Inc | +0.1% | +18.02% | Add |
| 14 | UTHR | United Therapeutics CORP | +0.1% | +3.78% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +6.24% | Add |
| 16 | JPST | Jpmorgan Ultra-short Income | 0% | +4.44% | Add |
| 17 | FCFS | Firstcash Holdings Inc | 0% | +3.83% | Add |
| 18 | NET | Cloudflare Inc - Class A | 0% | +5.94% | Add |
| 19 | TMUS | T-mobile US Inc | 0% | +9.04% | Add |
| 20 | OKE | Oneok Inc | 0% | +5.95% | Add |
| 21 | VZ | Verizon Communications Inc | 0% | +6.70% | Add |
| 22 | KMI | Kinder Morgan, Inc. | 0% | +6.67% | Add |
| 23 | BMY | Bristol-myers Squibb Co | 0% | +4.14% | Add |
| 24 | T | At&t Inc | 0% | +6.73% | Add |
| 25 | PFE | Pfizer Inc | 0% | +12.52% | Add |
| 26 | FHI | Federated Hermes Inc | 0% | +5.93% | Add |
| 27 | O | Realty Income CORP | 0% | +9.15% | Add |
| 28 | CME | Cme Group Inc | 0% | +7.34% | Add |
| 29 | LXU | Lsb Industries Inc | 0% | — | Unchanged |
| 30 | SO | Southern Co/the | 0% | +6.80% | Add |
| 31 | SR | Spire Inc | 0% | +6.24% | Add |
| 32 | IBKR | Interactive Brokers Gro-cl A | 0% | +3.02% | Add |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 0% | +5.73% | Add |
| 34 | AEE | Ameren Corporation | 0% | +4.09% | Add |
| 35 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 36 | AVA | Avista CORP | 0% | +9.37% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | +0.37% | Add |
| 38 | D | Dominion Energy Inc | 0% | +8.92% | Add |
| 39 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 40 | CTRE | Caretrust Reit Inc | 0% | +3.60% | Add |
| 41 | UPS | United Parcel Service-cl B | 0% | +7.70% | Add |
| 42 | VEA | Vanguard Ftse Developed ETF | — | +1.04% | Add |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | — | +1.51% | Add |
| 44 | CI | THE Cigna Group | — | +7.72% | Add |
| 45 | ICE | Intercontinental Exchange In | — | +7.08% | Add |
| 46 | CLX | Clorox Company | — | +8.40% | Add |
| 47 | DFUV | Dimensional US Marketwide Va | — | — | Unchanged |
| 48 | HD | Home Depot Inc | — | +7.13% | Add |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | +0.00% | Add |
| 50 | BXMT | Blackstone Mortgage Tru-cl A | — | +9.39% | 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 387 disclosed positions in Q1 2026.
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 VYM, VUG, VOO) accounted for 36.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VV
市值: $715.7K
Top Position Liquidated / Trimmed
JMST
前期市值: $12.1M
During Q1 2026, Mbm Wealth Consultants, LLC's top holdings by market value included VYM (11.3%)、VUG (10.8%)、VOO (10.1%). The largest single position, VYM, represented 11.3% of total portfolio value.
In Q1 2026, Mbm Wealth Consultants, LLC made 193 total portfolio adjustments, initiating 103 new buys, adding to 81 positions, trimming 9 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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