13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001762068
Total reported value
$545.7M
$545.7M
123 檔
39.7%
As reported in its official Q2 2026 Form 13F filing, Mbm Wealth Consultants, LLC's tracked investment portfolio stood at $545.7M with 123 total positions.
In Q2 2026, Mbm Wealth Consultants, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 86 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.07% | +0.31% | +516.32% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.04% | -0.35% | -0.61% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.69% | +0.02% | -0.90% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.47% | +0.11% | +16.51% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.45% | +0.08% | +13.28% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.17% | +0.08% | +15.34% | |
| 7 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 5.17% | +0.03% | +51.41% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 4.56% | -0.36% | -5.75% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.33% | -0.11% | +8.12% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.23% | -0.03% | +7578.67% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.52% | -0.04% | +19.16% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.50% | -0.09% | — | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.42% | -0.08% | +3.86% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.24% | +71.48% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.33% | -0.37% | +2.21% | |
| 16 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.90% | +0.01% | +15.63% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | — | -7.69% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.01% | -6.13% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.73% | -0.01% | -0.80% | |
| 20 | VLO | Valero Energy CORP | Stock-Energy | 0.71% | +0.27% | -3.30% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.03% | +6.97% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.01% | -1.39% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.08% | +5.25% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.03% | +7.33% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.01% | +2.67% | |
| 26 | URI | United Rentals Inc | Stock-Industrials | 0.54% | -0.06% | +11.30% | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.53% | +0.20% | +11.67% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.17% | +15.21% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.45% | +0.02% | +14.46% | |
| 30 | FDX | Fedex CORP | Stock-Industrials | 0.44% | -0.03% | +9.76% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.43% | -0.04% | +2860.85% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.07% | +19.68% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | — | +12.62% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.42% | -0.03% | +14.28% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.01% | +18.33% | |
| 36 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.41% | +0.20% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | -0.02% | +24942.86% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | — | +14.27% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | -0.07% | -1.09% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.39% | +0.02% | +15.76% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.37% | -0.04% | +6.60% | |
| 42 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.37% | +0.03% | — | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.36% | — | +16.23% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | -0.05% | -6.95% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | -0.01% | — | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | +5.65% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.31% | -0.31% | EXIT | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.31% | — | +24.62% | |
| 49 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.31% | -0.08% | -1.13% | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.30% | +0.08% | +17.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +3.1% | +7578.67% | Add |
| 2 | BOND | Pimco Active Bond Exchange-t | +2.5% | NEW | New buy |
| 3 | JPLD | Jpmorgan LTD Duration ETF | +1.1% | +51.41% | Add |
| 4 | AAPL | Apple Inc | +0.6% | +71.48% | Add |
| 5 | LRCX | Lam Research CORP | +0.6% | +2.21% | Add |
| 6 | VSDM | Vanguard Short Tax-ex Bond | +0.4% | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | +0.4% | +24942.86% | Add |
| 8 | CGSM | Cap Group Short Muni Income | +0.4% | NEW | New buy |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | NEW | New buy |
| 10 | ORCL | Oracle CORP | +0.3% | +4067.41% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.2% | +516.32% | Add |
| 12 | URI | United Rentals Inc | +0.2% | +11.30% | Add |
| 13 | MU | Micron Technology Inc | +0.2% | +1.20% | Add |
| 14 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | -1.09% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +6.97% | Add |
| 18 | LUV | Southwest Airlines Co | +0.1% | +12.44% | Add |
| 19 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.12% | Add |
| 21 | NET | Cloudflare Inc - Class A | +0.1% | +11.67% | Add |
| 22 | P | Everpure Inc-a | +0.1% | +14.12% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +12763.64% | Add |
| 24 | IBKR | Interactive Brokers Gro-cl A | 0% | +8.51% | Add |
| 25 | CAT | Caterpillar Inc | 0% | +108.33% | Add |
| 26 | MMM | 3m Co | 0% | +700.00% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | +3130.30% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | +526.36% | Add |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 0% | +14.46% | Add |
| 30 | HD | Home Depot Inc | 0% | +19.68% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +7.33% | Add |
| 32 | BKNG | Booking Holdings Inc | 0% | +2860.85% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.33% | Add |
| 34 | BX | Blackstone Inc | 0% | +24.62% | Add |
| 35 | RKT | Rocket Cos Inc-class A | 0% | +20.86% | Add |
| 36 | IBM | Intl Business Machines CORP | 0% | +17.20% | Add |
| 37 | BA | Boeing Co/the | 0% | +19.18% | Add |
| 38 | V | Visa Inc-class A Shares | 0% | +33.33% | Add |
| 39 | STX | Seagate Technology Holdings plc | 0% | +1.83% | Add |
| 40 | CNC | Centene CORP | 0% | — | Unchanged |
| 41 | ASML | ASML Holding N.V. | 0% | +5.41% | Add |
| 42 | NVDA | Nvidia CORP | 0% | +5.25% | Add |
| 43 | CI | THE Cigna Group | 0% | +16.23% | Add |
| 44 | FCFS | Firstcash Holdings Inc | 0% | +9.14% | Add |
| 45 | ZS | Zscaler Inc | 0% | +36.38% | Add |
| 46 | CNA | Cna Financial CORP | 0% | +21.16% | Add |
| 47 | PRU | Prudential Financial Inc | 0% | +12.19% | Add |
| 48 | CLX | Clorox Company | 0% | +36.15% | Add |
| 49 | ABBV | Abbvie Inc | — | +2.67% | Add |
| 50 | XOM | Exxon Mobil CORP | — | +51.84% | Add |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $545.7M across 123 disclosed positions in Q2 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 VUG, VYM, VOO) accounted for 39.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
BOND
市值: $12.9M
Top Position Liquidated / Trimmed
NEAR
前期市值: $17.2M
During Q2 2026, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (11.1%)、VYM (10.0%)、VOO (9.7%). The largest single position, VUG, represented 11.1% of total portfolio value.
In Q2 2026, Mbm Wealth Consultants, LLC made 191 total portfolio adjustments, initiating 7 new buys, adding to 80 positions, trimming 18 holdings, and fully liquidating 86 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.