MBM WEALTH CONSULTANTS, LLC
CIK: 0001762068SEC EDGAR →
Portfolio Value
$420.5M
Holdings
110
As of
Q4 2025
New Positions
110
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 105,757 | $51.6M | 12.27% |
| 2 | VANGUARD WHITEHALL FDS | 326,990 | $46.9M | 11.16% |
| 3 | VANGUARD INDEX FDS | 72,591 | $45.5M | 10.82% |
| 4 | PGIM ETF TR | 478,313 | $23.7M | 5.64% |
| 5 | J P MORGAN EXCHANGE TRADED F | 461,016 | $23.3M | 5.55% |
| 6 | SCHWAB STRATEGIC TR | 899,719 | $21.9M | 5.21% |
| 7 | VANGUARD INDEX FDS | 81,626 | $21.1M | 5.01% |
| 8 | VANGUARD TAX-MANAGED FDS | 288,285 | $18.0M | 4.28% |
| 9 | J P MORGAN EXCHANGE TRADED F | 304,150 | $15.9M | 3.79% |
| 10 | ISHARES U S ETF TR | 294,157 | $15.0M | 3.57% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (110)
$51.6M · 106K shares
$46.9M · 327K shares
$45.5M · 73K shares
$23.7M · 478K shares
$23.3M · 461K shares
$21.9M · 900K shares
$21.1M · 82K shares
$18.0M · 288K shares
$15.9M · 304K shares
$15.0M · 294K shares
$12.1M · 238K shares
$10.0M · 84K shares
$4.2M · 16K shares
$3.9M · 36K shares
$3.9M · 36K shares
$3.7M · 46K shares
$3.6M · 71K shares
$3.5M · 61K shares
$3.1M · 4K shares
$2.8M · 15K shares
$2.8M · 12K shares
$2.8M · 9K shares
$2.7M · 16K shares
$2.6M · 11K shares
$2.5M · 5K shares
$2.3M · 14K shares
$2.2M · 403 shares
$2.1M · 10K shares
$1.9M · 38K shares
$1.9M · 7K shares
$1.9M · 92K shares
$1.9M · 9K shares
$1.8M · 4K shares
$1.8M · 18K shares
$1.7M · 21K shares
$1.7M · 3K shares
$1.7M · 2K shares
$1.7M · 3K shares
$1.7M · 2K shares
$1.7M · 27K shares
$1.6M · 5K shares
$1.6M · 10K shares
$1.6M · 5K shares
$1.6M · 4K shares
$1.6M · 7K shares
$1.5M · 33K shares
$1.5M · 21K shares
$1.5M · 5K shares
$1.4M · 7K shares
$1.4M · 9K shares
$1.4M · 32K shares
$1.0M · 16K shares
$995K · 21K shares
$991K · 2K shares
$965K · 23K shares
$907K · 47K shares
$886K · 6K shares
$841K · 50K shares
$771K · 3K shares
$761K · 11K shares
$725K · 3K shares
$716K · 2K shares
$712K · 13K shares
$585K · 3K shares
$582K · 18K shares
$580K · 11K shares
$560K · 15K shares
$555K · 12K shares
$552K · 8K shares
$526K · 7K shares
$522K · 10K shares
$498K · 7K shares
$488K · 20K shares
$486K · 6K shares
$465K · 5K shares
$459K · 4K shares
$455K · 4K shares
$448K · 16K shares
$445K · 5K shares
$437K · 11K shares
$434K · 11K shares
$431K · 2K shares
$422K · 6K shares
$421K · 7K shares
$417K · 9K shares
$416K · 5K shares
$406K · 712 shares
$405K · 21K shares
$396K · 4K shares
$388K · 7K shares
$387K · 4K shares
$385K · 7K shares
$382K · 2K shares
$373K · 2K shares
$371K · 4K shares
$361K · 1K shares
$360K · 1K shares
$357K · 3K shares
$356K · 14K shares
$322K · 2K shares
$307K · 8K shares
$285K · 1K shares
$274K · 7K shares
$255K · 3K shares
$239K · 272 shares
$224K · 3K shares
$211K · 2K shares
$200K · 571 shares
$110K · 13K shares
$109K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $353.9M | 84.2% |
| Technology | 11 | $18.5M | 4.4% |
| Healthcare | 11 | $11.3M | 2.7% |
| Industrials | 9 | $10.0M | 2.4% |
| Consumer Cyclical | 5 | $7.5M | 1.8% |
| Communication Services | 5 | $5.5M | 1.3% |
| Energy | 6 | $4.2M | 1.0% |
| Consumer Defensive | 4 | $2.9M | 0.7% |
| Unknown | 2 | $2.7M | 0.6% |
| Utilities | 5 | $2.2M | 0.5% |
| Real Estate | 4 | $1.7M | 0.4% |
| Basic Materials | 1 | $110K | 0.0% |