MBM WEALTH CONSULTANTS, LLC

Est. AUM

$435.6M

13F long equity, this entity only

Positions

386

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$49.1M	331376	11.27%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$47.2M	108120	10.84%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$44.1M	73857	10.13%	SOLE
4	PGIM ETF TR	PGIM ULTRA SH BD	$24.9M	503937	5.73%	SOLE
5	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$24.4M	481467	5.59%	SOLE
6	SCHWAB STRATEGIC TR	SHT TM US TRES	$23.4M	962850	5.36%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$21.7M	82718	4.97%	SOLE
8	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.7M	291269	4.28%	SOLE
9	J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$17.7M	339073	4.06%	SOLE
10	ISHARES U S ETF TR	SHORT DURATION B	$17.2M	337510	3.94%	SOLE
11	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$12.1M	236555	2.77%	SOLE
12	ISHARES TR	3 7 YR TREAS BD	$11.1M	93201	2.54%	SOLE
13	PIMCO ETF TR	SHTRM MUN BD ACT	$4.0M	79635	0.92%	SOLE
14	APPLE INC	COM	$3.9M	15208	0.89%	SOLE
15	ISHARES TR	SHRT NAT MUN ETF	$3.8M	35894	0.88%	SOLE
16	VALERO ENERGY CORP	COM	$3.6M	14651	0.83%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	36770	0.83%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	46908	0.82%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$3.5M	62418	0.81%	SOLE
20	LAM RESEARCH CORP	COM NEW	$3.3M	15526	0.76%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$3.0M	4540	0.68%	SOLE
22	NVIDIA CORPORATION	COM	$2.7M	15432	0.62%	SOLE
23	ALPHABET INC	CAP STK CL C	$2.6M	9043	0.60%	SOLE
24	AMAZON COM INC	COM	$2.6M	12383	0.59%	SOLE
25	ABBVIE INC	COM	$2.5M	11689	0.58%	SOLE
26	FEDEX CORP	COM	$2.4M	6709	0.55%	SOLE
27	LOCKHEED MARTIN CORP	COM	$2.1M	3554	0.49%	SOLE
28	CLOUDFLARE INC	CL A COM	$2.1M	10059	0.48%	SOLE
29	COSTCO WHOLESALE CORPORATION	COM	$2.0M	2053	0.47%	SOLE
30	MICROSOFT CORP	COM	$2.0M	5524	0.47%	SOLE
31	WASTE MGMT INC DEL	COM	$1.9M	8487	0.45%	SOLE
32	VERTEX PHARMACEUTICALS INC	COM	$1.9M	4150	0.43%	SOLE
33	ARES CAPITAL CORP	COM	$1.8M	101651	0.42%	SOLE
34	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.8M	35982	0.41%	SOLE
35	BOOKING HOLDINGS INC	COM	$1.8M	424	0.41%	SOLE
36	SCHWAB CHARLES CORP	COM	$1.8M	18729	0.40%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3585	0.39%	SOLE
38	HOME DEPOT INC	COM	$1.7M	5138	0.39%	SOLE
39	INTERCONTINENTAL EXCHANGE IN	COM	$1.7M	10711	0.39%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	33518	0.37%	SOLE
41	UNITED RENTALS INC	COM	$1.6M	2221	0.37%	SOLE
42	COOPER COS INC	COM	$1.6M	22529	0.37%	SOLE
43	T-MOBILE US INC	COM	$1.6M	7671	0.37%	SOLE
44	THE CIGNA GROUP	COM	$1.5M	5750	0.35%	SOLE
45	PROGRESSIVE CORP	COM	$1.5M	7504	0.34%	SOLE
46	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.5M	20831	0.34%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$1.4M	31536	0.33%	SOLE
48	JEFFERIES FINANCIAL GROUP IN	COM	$1.3M	32353	0.31%	SOLE
49	UNITEDHEALTH GROUP INC	COM	$1.3M	4873	0.30%	SOLE
50	BLACKSTONE INC	COM	$1.3M	11046	0.29%	SOLE

1–50 of 386

1 / 8

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.