MW

Mbm Wealth Consultants, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$435.6M

Reporting period: 2026-03-31 · Number of holdings: 387

MBM WEALTH CONSULTANTS, LLC disclosed 387 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $435.6M and a quarterly turnover rate of 8.9%.

Personality snowflake

Concentration
21.68
Portfolio Stability
8.89
Momentum/Contrarian
100
Sector conviction
54.59
Diversification
100
Sizing Uniformity
55.25

Recent moves

  • Trim VUG

    +2.2%　-$4.4M

  • Trim VOO

    +1.7%　-$1.4M

  • Add NEAR

    +14.7%　$2.1M

  • Add VLO

    +4.3%　$1.3M

  • Add JPLD

    +11.5%　$1.8M

  • Add IEI

    +11.4%　$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VYMVanguard High Dvd Yield ETFETF-Other11.27%+0.11%+1.34%
2VUGVanguard Growth ETFETF-Other10.84%-1.43%+2.23%
3VOOVanguard S&p 500 ETFETF-Large Cap & Growth10.13%-0.69%+1.74%
4PULSPgim Ultra Short Bond ETFETF-Other5.73%+0.09%+5.36%
5JPSTJpmorgan Ultra-short IncomeETF-Other5.59%+0.04%+4.44%
6SCHOSchwab Short-term US TreasETF-Other5.36%+0.15%+7.02%
7VBVanguard Small-cap ETFETF-Other4.97%-0.04%+1.34%
8VEAVanguard Ftse Developed ETFETF-Other4.28%—+1.04%
9JPLDJpmorgan LTD Duration ETFETF-Other4.06%+0.27%+11.48%
10NEARIshares Sh Dba ETF Usd INCETF-Other3.94%+0.37%+14.74%
11JMSTJPM Ultra-short Muni IncomeETF-Other2.77%—-0.41%
12IEIIshares 3-7 Year Treasury BoETF-Gov Bonds2.54%+0.16%+11.35%
13SMMUPimco Shrt Trm Muni Bnd ETFETF-Other0.92%+0.06%+11.44%
14AAPLApple INCStock-Tech0.89%-0.12%-2.54%
15SUBIshares Short-term NationalETF-Other0.88%—-1.59%
16VLOValero Energy CORPStock-Energy0.83%+0.29%+4.34%
17SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.83%-0.09%+1.89%
18SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.82%—+2.02%
19SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.81%—+1.82%
20LRCXLam Research CORPStock-Tech0.76%+0.13%-0.31%
21IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.68%—+1.07%
22NVDANvidia CORPStock-Tech0.62%—+3.20%
23GOOGAlphabet Inc-cl CStock-Comm Services0.60%-0.06%+2.78%
24AMZNAmazon.com INCStock-Consumer Disc0.59%-0.07%+3.06%
25ABBVAbbvie INCStock-Healthcare0.58%—+2.36%
26FDXFedex CORPStock-Industrials0.55%+0.10%+3.07%
27LMTLockheed Martin CORPStock-Industrials0.49%+0.09%+2.19%
28NETCloudflare INC - Class AStock-Tech0.48%+0.03%+5.94%
29COSTCostco Wholesale CORPStock-Consumer Staples0.47%+0.07%+5.99%
30MSFTMicrosoft CORPStock-Tech0.47%-0.13%+6.58%
31WMWaste Management INCStock-Industrials0.45%-0.05%-11.61%
32VRTXVertex Pharmaceuticals INCStock-Healthcare0.43%—+5.73%
33ARCCAres Capital CORPStock-Financials0.42%—+9.90%
34JMUBJpmorgan Municipal ETFETF-Other0.41%—-4.14%
35BKNGBooking Holdings INCStock-Consumer Disc0.41%-0.10%+5.21%
36SCHWSchwab (charles) CORPStock-Financials0.40%—+6.11%
37BRK-BBerkshire Hathaway Inc-cl BStock-Other0.39%—+6.66%
38HDHome Depot INCStock-Consumer Disc0.39%—+7.13%
39ICEIntercontinental Exchange InStock-Financials0.39%—+7.08%
40SPSMSs Spdr P S&p 600 Small CapETF-Small Cap0.37%—+1.51%
41URIUnited Rentals INCStock-Industrials0.37%—+6.42%
42TMUST-mobile US INCStock-Comm Services0.37%+0.03%+9.04%
43COOCooper Cos Inc/theStock-Healthcare0.37%—+6.64%
44CITHE Cigna GroupStock-Healthcare0.35%—+7.72%
45PGRProgressive CORPStock-Financials0.34%—+8.66%
46DFUSDimensional US Eq Mkt ETFETF-Other0.34%——
47SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.33%—+0.00%
48JEFJefferies Financial Group InStock-Financials0.31%-0.08%+20.95%
49UNHUnitedhealth Group INCStock-Healthcare0.30%-0.08%+1.92%
50BXBlackstone INCStock-Financials0.29%-0.05%+20.48%
1–50 of 387

Holding changes this quarter

Mbm Wealth Consultants, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Large-cap ETF (VV); New buy: ASML Holding N.V. (ASML); New buy: Ecolab INC (ECL); New buy: Blackrock INC (BLK); New buy: Danaher CORP (DHR).

Position changes disclosed by Mbm Wealth Consultants, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NEARIshares Sh Dba ETF Usd INC+0.4%+14.74%Add
2VLOValero Energy CORP+0.3%+4.34%Add
3JPLDJpmorgan LTD Duration ETF+0.3%+11.48%Add
4IEIIshares 3-7 Year Treasury Bo+0.2%+11.35%Add
5SCHOSchwab Short-term US Treas+0.2%+7.02%Add
6LRCXLam Research CORP+0.1%-0.31%Trim
7VYMVanguard High Dvd Yield ETF+0.1%+1.34%Add
8FDXFedex CORP+0.1%+3.07%Add
9PULSPgim Ultra Short Bond ETF+0.1%+5.36%Add
10LMTLockheed Martin CORP+0.1%+2.19%Add
11COSTCostco Wholesale CORP+0.1%+5.99%Add
12SMMUPimco Shrt Trm Muni Bnd ETF+0.1%+11.44%Add
13KGSKodiak Gas Services INC+0.1%+18.02%Add
14UTHRUnited Therapeutics CORP+0.1%+3.78%Add
15XOMExxon Mobil CORP+0.1%+6.24%Add
16JPSTJpmorgan Ultra-short Income0%+4.44%Add
17FCFSFirstcash Holdings INC0%+3.83%Add
18NETCloudflare INC - Class A0%+5.94%Add
19TMUST-mobile US INC0%+9.04%Add
20OKEOneok INC0%+5.95%Add
21VZVerizon Communications INC0%+6.70%Add
22KMIKinder Morgan INC0%+6.67%Add
23BMYBristol-myers Squibb Co0%+4.14%Add
24VEAVanguard Ftse Developed ETF—+1.04%Add
25VBVanguard Small-cap ETF0%+1.34%Add
26ZSZscaler INC0%+14.10%Add
27WMWaste Management INC-0.1%-11.61%Trim
28BXBlackstone INC-0.1%+20.48%Add
29EMREmerson Electric Co-0.1%-80.19%Trim
30RKTRocket Cos Inc-class A-0.1%+6.94%Add
31GOOGAlphabet Inc-cl C-0.1%+2.78%Add
32AMZNAmazon.com INC-0.1%+3.06%Add
33JEFJefferies Financial Group In-0.1%+20.95%Add
34VITLVital Farms INC-0.1%+4.24%Add
35UNHUnitedhealth Group INC-0.1%+1.92%Add
36ADBEAdobe INC-0.1%+11.36%Add
37SPYGSs Spdr P S&p 500 Growth ETF-0.1%+1.89%Add
38BKNGBooking Holdings INC-0.1%+5.21%Add
39AAPLApple INC-0.1%-2.54%Trim
40MSFTMicrosoft CORP-0.1%+6.58%Add
41VOOVanguard S&p 500 ETF-0.7%+1.74%Add
42VUGVanguard Growth ETF-1.4%+2.23%Add
43VVVanguard Large-cap ETF—NEWNew buy
44ASMLASML Holding N.V.—NEWNew buy
45ECLEcolab INC—NEWNew buy
46BLKBlackrock INC—NEWNew buy
47DHRDanaher CORP—NEWNew buy
48VIGVanguard Dividend Apprec ETF—NEWNew buy
49DFIVDimensional International Va—NEWNew buy
50CNCCentene CORP—NEWNew buy

FAQ

What is Mbm Wealth Consultants, LLC and what type of investor is it?
Mbm Wealth Consultants, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $435.6M, spread across 387 disclosed positions.
What are Mbm Wealth Consultants, LLC's largest equity positions?
Based on the latest 13F filing, Mbm Wealth Consultants, LLC's top holdings by market value are: 1. Vanguard High Dvd Yield ETF (VYM) — $49.1M (11.3%) 2. Vanguard Growth ETF (VUG) — $47.2M (10.8%) 3. Vanguard S&p 500 ETF (VOO) — $44.1M (10.1%) 4. Pgim Ultra Short Bond ETF (PULS) — $24.9M (5.7%) 5. Jpmorgan Ultra-short Income (JPST) — $24.4M (5.6%)
What changes did Mbm Wealth Consultants, LLC make in its most recent portfolio filing?
In the latest reported quarter, Mbm Wealth Consultants, LLC made 50 notable position adjustments: 8 new positions were initiated, 38 existing holdings were added to, 4 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard Large-cap ETF (VV); New buy: ASML Holding N.V. (ASML); New buy: Ecolab INC (ECL); New buy: Blackrock INC (BLK); New buy: Danaher CORP (DHR)
What sectors does Mbm Wealth Consultants, LLC focus on?
Mbm Wealth Consultants, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.9% • Health Care: 15.0% • Industrials: 12.6% • Financials: 12.0% • Consumer Discretionary: 11.8% • Communication Services: 11.0%