Mbm Wealth Consultants, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$435.6M
Q ending 2026-03-31
Prior quarter
$420.5M
Q ending 2025-12-31
Change
+3.6% QoQ · +28.7% YoY
Positions
387
reported holdings
Largest positions
Top 100 of 387 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Whitehall Fds | VYM | Shares | $49.1M | 331K |
| Vanguard Index Fds | VUG | Shares | $47.2M | 108K |
| Vanguard Index Fds | VOO | Shares | $44.1M | 74K |
| Pgim Etf Tr | PULS | Shares | $24.9M | 504K |
| J P Morgan Exchange Traded F | JPST | Shares | $24.4M | 481K |
| Schwab Strategic Tr | SCHO | Shares | $23.4M | 963K |
| Vanguard Index Fds | VB | Shares | $21.7M | 83K |
| Vanguard Tax-Managed Fds | VEA | Shares | $18.7M | 291K |
| J P Morgan Exchange Traded F | JPLD | Shares | $17.7M | 339K |
| Ishares U S Etf Tr | NEAR | Shares | $17.2M | 338K |
| J P Morgan Exchange Traded F | JMST | Shares | $12.1M | 237K |
| Ishares Tr | IEI | Shares | $11.1M | 93K |
| Pimco Etf Tr | SMMU | Shares | $4.0M | 80K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Ishares Tr | SUB | Shares | $3.8M | 36K |
| Valero Energy Corp | VLO | Shares | $3.6M | 15K |
| Spdr Series Trust | SPYG | Shares | $3.6M | 37K |
| Spdr Series Trust | SPYM | Shares | $3.6M | 47K |
| Spdr Series Trust | SPYV | Shares | $3.5M | 62K |
| Lam Research Corp | LRCX | Shares | $3.3M | 16K |
| Ishares Tr | IVV | Shares | $3.0M | 5K |
| Nvidia Corporation | NVDA | Shares | $2.7M | 15K |
| Alphabet Inc | GOOG | Shares | $2.6M | 9K |
| Amazon Com Inc | AMZN | Shares | $2.6M | 12K |
| Abbvie Inc | ABBV | Shares | $2.5M | 12K |
| Fedex Corp | FDX | Shares | $2.4M | 7K |
| Lockheed Martin Corp | LMT | Shares | $2.1M | 4K |
| Cloudflare Inc | NET | Shares | $2.1M | 10K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Microsoft Corp | MSFT | Shares | $2.0M | 6K |
| Waste Mgmt Inc Del | WM | Shares | $2.0M | 8K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $1.9M | 4K |
| Ares Capital Corp | ARCC | Shares | $1.8M | 102K |
| J P Morgan Exchange Traded F | JMUB | Shares | $1.8M | 36K |
| Booking Holdings Inc | BKNG | Shares | $1.8M | 424 |
| Schwab Charles Corp | SCHW | Shares | $1.8M | 19K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 4K |
| Home Depot Inc | HD | Shares | $1.7M | 5K |
| Intercontinental Exchange In | ICE | Shares | $1.7M | 11K |
| Spdr Series Trust | SPSM | Shares | $1.6M | 34K |
| United Rentals Inc | URI | Shares | $1.6M | 2K |
| T-Mobile Us Inc | TMUS | Shares | $1.6M | 8K |
| Cooper Cos Inc | COO | Shares | $1.6M | 23K |
| The Cigna Group | CI | Shares | $1.5M | 6K |
| Progressive Corp | PGR | Shares | $1.5M | 8K |
| Dimensional Etf Trust | DFUS | Shares | $1.5M | 21K |
| Spdr Index Shs Fds | SPDW | Shares | $1.4M | 32K |
| Jefferies Financial Group In | JEF | Shares | $1.3M | 32K |
| Unitedhealth Group Inc | UNH | Shares | $1.3M | 5K |
| Blackstone Inc | BX | Shares | $1.3M | 11K |
| United Therapeutics Corp Del | UTHR | Shares | $1.3M | 2K |
| Adobe Inc | ADBE | Shares | $1.2M | 5K |
| Firstcash Holdings Inc | FCFS | Shares | $1.1M | 6K |
| Interactive Brokers Group In | IBKR | Shares | $1.1M | 16K |
| Dimensional Etf Trust | DFUV | Shares | $1.0M | 21K |
| Southwest Airls Co | LUV | Shares | $909K | 24K |
| Bristol-Myers Squibb Co | BMY | Shares | $834K | 14K |
| Vanguard Index Fds | VO | Shares | $777K | 3K |
| Nu Hldgs Ltd | Shares | $768K | 53K | |
| Everpure Inc | P | Shares | $717K | 12K |
| Vanguard Index Fds | VV | Shares | $716K | 2K |
| Rocket Cos Inc | RKT | Shares | $715K | 50K |
| Exxon Mobil Corp | XOM | Shares | $682K | 4K |
| Boeing Co | BA | Shares | $666K | 3K |
| Oneok Inc New | OKE | Shares | $650K | 7K |
| International Business Machs | IBM | Shares | $619K | 3K |
| At&T Inc | T | Shares | $608K | 21K |
| Federated Hermes Inc | FHI | Shares | $602K | 11K |
| Us Bancorp | USB | Shares | $599K | 12K |
| Caretrust Reit Inc | CTRE | Shares | $588K | 16K |
| Kinder Morgan Inc Del | KMI | Shares | $584K | 17K |
| Verizon Communications Inc | VZ | Shares | $576K | 11K |
| Travel Plus Leisure Co | TNL | Shares | $567K | 8K |
| Kodiak Gas Svcs Inc | KGS | Shares | $567K | 10K |
| Spire Inc | SR | Shares | $566K | 6K |
| Ameren Corp | AEE | Shares | $534K | 5K |
| Cisco Sys Inc | CSCO | Shares | $530K | 7K |
| Southern Co | SO | Shares | $526K | 5K |
| Old Rep Intl Corp | ORI | Shares | $520K | 13K |
| Cme Group Inc | CME | Shares | $501K | 2K |
| Avista Corp | AVA | Shares | $495K | 12K |
| Realty Income Corp | O | Shares | $460K | 8K |
| Merck & Co Inc | MRK | Shares | $455K | 4K |
| Pfizer Inc | PFE | Shares | $452K | 16K |
| Prudential Finl Inc | PRU | Shares | $446K | 5K |
| Blackstone Mortgage Trust In | BXMT | Shares | $444K | 23K |
| Dominion Energy Inc | D | Shares | $443K | 7K |
| Johnson & Johnson | JNJ | Shares | $442K | 2K |
| Cna Finl Corp | CNA | Shares | $435K | 9K |
| Dimensional Etf Trust | DFAS | Shares | $431K | 6K |
| Omnicom Group Inc | OMC | Shares | $428K | 6K |
| Zscaler Inc | ZS | Shares | $417K | 3K |
| United Parcel Svcs Inc | UPS | Shares | $414K | 4K |
| Clorox Co Del | CLX | Shares | $413K | 4K |
| Dimensional Etf Trust | DFAT | Shares | $409K | 7K |
| American Tower Corp | AMT | Shares | $408K | 2K |
| Mastercard Incorporated | MA | Shares | $357K | 715 |
| Micron Technology Inc | MU | Shares | $338K | 1K |
| Tjx Cos Inc New | TJX | Shares | $336K | 2K |
| Alphabet Inc | GOOGL | Shares | $332K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.