Mbm Wealth Consultants, Llc Portfolio Stock Holdings
Mbm Wealth Consultants, Llc disclosed 387 stock positions valued at approximately $435.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 387
- Portfolio Value
- $435.6M
Holdings by Sector
Mbm Wealth Consultants, Llc Portfolio Holdings in Q1 2026
375 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 11.27% | 331,376 | +4,386 | +1.34% | $49,076,842 |
| VANGUARD INDEX FDS | VUG | Other | 10.84% | 108,120 | +2,363 | +2.23% | $47,225,924 |
| VANGUARD INDEX FDS | VOO | Other | 10.13% | 73,857 | +1,266 | +1.74% | $44,133,191 |
| PGIM ETF TR | PULS | Other | 5.73% | 503,937 | +25,624 | +5.36% | $24,944,862 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.59% | 481,467 | +20,451 | +4.44% | $24,367,043 |
| SCHWAB STRATEGIC TR | SCHO | Other | 5.36% | 962,850 | +63,131 | +7.02% | $23,368,363 |
| VANGUARD INDEX FDS | VB | Other | 4.97% | 82,718 | +1,092 | +1.34% | $21,665,394 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.28% | 291,269 | +2,984 | +1.04% | $18,664,546 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 4.06% | 339,073 | +34,923 | +11.48% | $17,696,243 |
| ISHARES U S ETF TR | NEAR | Other | 3.94% | 337,510 | +43,353 | +14.74% | $17,157,318 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 2.77% | 236,555 | -974 | -0.41% | $12,059,574 |
| ISHARES TR | IEI | Other | 2.54% | 93,201 | +9,502 | +11.35% | $11,053,692 |
| PIMCO ETF TR | SMMU | Other | 0.92% | 79,635 | +8,176 | +11.44% | $4,017,586 |
| APPLE INC | AAPL | Technology | 0.89% | 15,208 | -397 | -2.54% | $3,859,511 |
| ISHARES TR | SUB | Other | 0.88% | 35,894 | -580 | -1.59% | $3,822,711 |
| VALERO ENERGY CORP | VLO | Energy | 0.83% | 14,651 | +610 | +4.34% | $3,619,952 |
| SPDR SERIES TRUST | SPYG | Other | 0.83% | 36,770 | +683 | +1.89% | $3,600,127 |
| SPDR SERIES TRUST | SPLG | Other | 0.82% | 46,908 | +931 | +2.02% | $3,590,325 |
| SPDR SERIES TRUST | SPYV | Other | 0.81% | 62,418 | +1,115 | +1.82% | $3,531,614 |
| LAM RESEARCH CORP | LRCX | Other | 0.76% | 15,526 | -48 | -0.31% | $3,317,285 |
| ISHARES TR | IVV | Other | 0.68% | 4,540 | +48 | +1.07% | $2,965,573 |
| NVIDIA CORPORATION | NVDA | Technology | 0.62% | 15,432 | +479 | +3.20% | $2,691,341 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 9,043 | +245 | +2.78% | $2,594,075 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.59% | 12,383 | +368 | +3.06% | $2,579,007 |
| ABBVIE INC | ABBV | Healthcare | 0.58% | 11,689 | +270 | +2.36% | $2,542,249 |
| FEDEX CORP | FDX | Industrials | 0.55% | 6,709 | +200 | +3.07% | $2,389,434 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.49% | 3,554 | +76 | +2.19% | $2,147,700 |
| CLOUDFLARE INC | NET | Technology | 0.48% | 10,059 | +564 | +5.94% | $2,075,471 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.47% | 2,053 | +116 | +5.99% | $2,045,671 |
| MICROSOFT CORP | MSFT | Technology | 0.47% | 5,524 | +341 | +6.58% | $2,044,634 |
| WASTE MGMT INC DEL | WM | Industrials | 0.45% | 8,487 | -1,115 | -11.61% | $1,950,228 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.43% | 4,150 | +225 | +5.73% | $1,853,141 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.42% | 101,651 | +9,156 | +9.90% | $1,831,758 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.41% | 35,982 | -1,553 | -4.14% | $1,798,740 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.41% | 424 | +21 | +5.21% | $1,785,176 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.40% | 18,729 | +1,078 | +6.11% | $1,760,151 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 3,585 | +224 | +6.66% | $1,717,932 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 5,138 | +342 | +7.13% | $1,689,837 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.39% | 10,711 | +708 | +7.08% | $1,684,547 |
| SPDR SERIES TRUST | SPSM | Other | 0.37% | 33,518 | +497 | +1.51% | $1,619,573 |
| UNITED RENTALS INC | URI | Industrials | 0.37% | 2,221 | +134 | +6.42% | $1,617,767 |
| T-MOBILE US INC | TMUS | Communication Services | 0.37% | 7,671 | +636 | +9.04% | $1,611,140 |
| COOPER COS INC | COO | Healthcare | 0.37% | 22,529 | +1,403 | +6.64% | $1,610,824 |
| THE CIGNA GROUP | CI | Healthcare | 0.35% | 5,750 | +412 | +7.72% | $1,533,813 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.34% | 7,504 | +598 | +8.66% | $1,487,652 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.34% | 20,831 | - | - | $1,477,126 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.33% | 31,536 | +1 | +0.00% | $1,439,598 |
| JEFFERIES FINANCIAL GROUP IN | JEF | Financial Services | 0.31% | 32,353 | +5,603 | +20.95% | $1,335,208 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.30% | 4,873 | +92 | +1.92% | $1,318,585 |
| BLACKSTONE INC | BX | Financial Services | 0.29% | 11,046 | +1,878 | +20.48% | $1,270,180 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 0.29% | 2,112 | +77 | +3.78% | $1,252,374 |
| ADOBE INC | ADBE | Technology | 0.28% | 5,010 | +511 | +11.36% | $1,217,831 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 0.25% | 5,776 | +213 | +3.83% | $1,085,794 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.25% | 16,120 | +472 | +3.02% | $1,081,168 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.24% | 21,375 | - | - | $1,035,833 |
| SOUTHWEST AIRLS CO | LUV | Industrials | 0.21% | 24,182 | +822 | +3.52% | $908,518 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.19% | 13,748 | +546 | +4.14% | $833,816 |
| VANGUARD INDEX FDS | VO | Other | 0.18% | 2,705 | +47 | +1.77% | $776,822 |
| NU HLDGS LTD | G6683N103 | Other | 0.18% | 53,476 | +3,192 | +6.35% | $768,455 |
| EVERPURE INC | PSTG | Technology | 0.16% | 12,146 | +776 | +6.82% | $717,100 |
| VANGUARD INDEX FDS | VV | Other | 0.16% | 2,395 | +2,395 | +100.00% | $715,746 |
| ROCKET COS INC | RKT | Financial Services | 0.16% | 50,145 | +3,255 | +6.94% | $714,566 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 4,020 | +236 | +6.24% | $681,981 |
| BOEING CO | BA | Industrials | 0.15% | 3,347 | +4 | +0.12% | $666,153 |
| ONEOK INC NEW | OKE | Energy | 0.15% | 7,189 | +404 | +5.95% | $649,789 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.14% | 2,553 | +133 | +5.50% | $618,894 |
| AT&T INC | T | Communication Services | 0.14% | 20,970 | +1,322 | +6.73% | $607,913 |
| FEDERATED HERMES INC | FHI | Financial Services | 0.14% | 10,623 | +595 | +5.93% | $602,430 |
| US BANCORP | USB | Financial Services | 0.14% | 11,525 | +645 | +5.93% | $599,417 |
| CARETRUST REIT INC | CTRE | Real Estate | 0.14% | 16,048 | +557 | +3.60% | $588,150 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.13% | 17,423 | +1,090 | +6.67% | $584,193 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.13% | 11,467 | +720 | +6.70% | $575,645 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 0.13% | 8,202 | +374 | +4.78% | $567,496 |
| KODIAK GAS SVCS INC | KGS | Energy | 0.13% | 9,718 | +1,484 | +18.02% | $566,754 |
| SPIRE INC | SR | Utilities | 0.13% | 6,248 | +367 | +6.24% | $565,658 |
| AMEREN CORP | AEE | Utilities | 0.12% | 4,857 | +191 | +4.09% | $533,881 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 6,831 | - | - | $530,017 |
| SOUTHERN CO | SO | Utilities | 0.12% | 5,452 | +347 | +6.80% | $526,272 |
| OLD REP INTL CORP | ORI | Financial Services | 0.12% | 13,040 | +861 | +7.07% | $520,300 |
| CME GROUP INC | CME | Financial Services | 0.11% | 1,696 | +116 | +7.34% | $500,914 |
| AVISTA CORP | AVA | Utilities | 0.11% | 12,328 | +1,056 | +9.37% | $494,846 |
| REALTY INCOME CORP | O | Real Estate | 0.11% | 7,516 | +630 | +9.15% | $459,829 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 3,780 | +14 | +0.37% | $454,643 |
| PFIZER INC | PFE | Healthcare | 0.10% | 16,097 | +1,791 | +12.52% | $451,994 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.10% | 4,570 | +500 | +12.29% | $446,426 |
| BLACKSTONE MORTGAGE TRUST IN | BXMT | Real Estate | 0.10% | 23,205 | +1,991 | +9.39% | $444,379 |
| DOMINION ENERGY INC | D | Utilities | 0.10% | 7,168 | +587 | +8.92% | $443,126 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 1,807 | - | - | $441,703 |
| CNA FINL CORP | CNA | Financial Services | 0.10% | 9,471 | +720 | +8.23% | $434,908 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.10% | 6,065 | - | - | $431,403 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.10% | 5,689 | +530 | +10.27% | $428,415 |
| ZSCALER INC | ZS | Technology | 0.10% | 2,969 | +367 | +14.10% | $416,521 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.10% | 4,211 | +301 | +7.70% | $414,278 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.09% | 3,989 | +309 | +8.40% | $413,380 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.09% | 6,551 | -522 | -7.38% | $409,110 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.09% | 2,363 | +187 | +8.59% | $407,807 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.08% | 715 | +3 | +0.42% | $357,257 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.08% | 1,000 | - | - | $337,840 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.08% | 2,102 | - | - | $335,689 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 1,154 | -2 | -0.17% | $331,844 |