Q2 2026 13F · SEC CIK 1762068

Mbm Wealth Consultants, LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $518.6M
Reported positions: 123
Top holdings a year, 3 yrs: +12.9%
Assets under management: $476.7M

Mbm Wealth Consultants, LLC is a wealth manager that reported 123 positions worth $518.6M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard Indx Fd (VUG, 11.1%), Vym (VYM, 10.0%), Vanguard S&p 500 ETF (VOO, 9.7%). A portfolio copying its top holdings returned 12.9% a year over the last 3 years, against 20.4% for the S&P 500.

Mbm Wealth Consultants, LLC holdings largest 50 of 123 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mbm Wealth Consultants, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	11.1%	10.8%	666,368	+516.3%	$57.4M
VYMVym	10.0%	11.3%	329,351	-0.6%	$52.0M
VOOVanguard S&p 500 ETF	9.7%	10.1%	73,189	-0.9%	$50.3M
JPSTJ P Morgan Exchange Traded Fd	5.5%	5.6%	560,962	+16.5%	$28.4M
PULSPgim Ultra Short Bond ETF	5.5%	5.7%	570,844	+13.3%	$28.3M
SCHOSchwab Short-Term U.S. Treasury ETF	5.2%	5.4%	1,110,545	+15.3%	$26.8M
JPLDJ P Morgan Exchange Traded F	5.2%	4.1%	513,387	+51.4%	$26.8M
VBVanguard Indx Fd	4.6%	5.0%	77,964	-5.7%	$23.6M
VEAVanguard Tax-Managed Fds	4.3%	4.3%	314,916	+8.1%	$22.4M
VOVanguard Index Fds	3.2%	—	207,708	—	$16.7M
IEIIshares	2.5%	2.5%	111,055	+19.2%	$13.0M
BONDPimco ETF Tr	2.5%	—	140,381	—	$12.9M
JMSTJ P Morgan Exchange Traded F	2.4%	2.8%	245,679	+3.9%	$12.5M
AAPLApple Inc	1.5%	0.9%	26,078	+71.5%	$7.5M
LRCXLam Research Corp	1.3%	0.8%	15,869	+2.2%	$6.9M
SMMUPimco ETF Tr	0.9%	0.9%	92,079	+15.6%	$4.6M
SPYGSpdr Series Trust	0.8%	0.8%	33,944	-7.7%	$4.0M
SPLGSpdr Series Trust	0.7%	0.8%	44,032	-6.1%	$3.9M
SPYVSpdr Series Trust	0.7%	0.8%	61,919	-0.8%	$3.8M
VLOValero Energy Corp	0.7%	0.8%	14,167	-3.3%	$3.7M
GOOGAlphabet Inc	0.7%	0.6%	9,673	+7.0%	$3.4M
IVVIshares Core S&p 500 ETF	0.6%	0.7%	4,477	-1.4%	$3.4M
NVDANvidia Corporation Com	0.6%	0.6%	16,242	+5.2%	$3.2M
AMZNAmazon Com Inc Com	0.6%	0.6%	13,291	+7.3%	$3.2M
ABBVAbbvie Inc	0.6%	0.6%	12,001	+2.7%	$3.0M
URIUnited Rentals Inc Com	0.5%	0.4%	2,472	+11.3%	$2.8M
NETCloudflare Inc	0.5%	0.5%	11,233	+11.7%	$2.8M
MSFTMicrosoft Corp	0.5%	0.5%	6,364	+15.2%	$2.4M
VRTXVertex Pharmaceuticals Inc	0.5%	0.4%	4,750	+14.5%	$2.4M
FDXFedex Corp	0.4%	0.5%	7,364	+9.8%	$2.3M
BKNGBooking Holdings Inc Com	0.4%	0.4%	12,554	+2860.8%	$2.2M
HDHome Depot Inc Com	0.4%	0.4%	6,149	+19.7%	$2.2M
COSTCostco Whsl Corp New	0.4%	0.5%	2,312	+12.6%	$2.2M
WMWaste Mgmt Inc Del	0.4%	0.4%	9,699	+14.3%	$2.2M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	4,242	+18.3%	$2.1M
VSDMVanguard Mun Bd Fds	0.4%	—	27,594	—	$2.1M
LLYLilly Eli & Co	0.4%	—	1,753	—	$2.1M
LMTLockheed Martin Corp Com	0.4%	0.5%	4,061	+14.3%	$2.1M
UNHUnitedhealth Group Inc Com	0.4%	0.3%	4,820	-1.1%	$2.0M
SCHWSchwab Charles Corp	0.4%	0.4%	21,681	+15.8%	$2.0M
JMUBJ P Morgan Exchange Traded F	0.4%	0.4%	38,357	+6.6%	$1.9M
CGSMCapital Grp Fixed Incm ETF T	0.4%	—	73,473	—	$1.9M
CIThe Cigna Group	0.4%	0.4%	6,683	+16.2%	$1.8M
SPSMSpdr Series Trust	0.3%	0.4%	31,187	-7.0%	$1.8M
DFUSDimensional ETF Trust	0.3%	0.3%	20,831	+0.0%	$1.7M
SPDWSPDR Portfolio Developed World	0.3%	0.3%	33,319	+5.7%	$1.7M
PGRProgressive Corp.	0.3%	0.3%	7,440	-0.9%	$1.6M
BXBlackstone Inc Com	0.3%	0.3%	13,765	+24.6%	$1.6M
COOCooper Cos Inc	0.3%	0.4%	22,275	-1.1%	$1.6M
ICEIntercontinental Exchange in	0.3%	0.4%	12,594	+17.6%	$1.6M

What Mbm Wealth Consultants, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+2860.8% shares
VUG Vanguard Indx Fd+516.3% shares
AAPL Apple Inc+71.5% shares
JPLD J P Morgan Exchange Traded F+51.4% shares
BX Blackstone Inc Com+24.6% shares
HD Home Depot Inc Com+19.7% shares
IEI Ishares+19.2% shares
BRK-B Berkshire Hathaway Inc Del+18.3% shares

Reduced

Left the top 50

NEAR Ishares Short Duration Bond Active ETFwas 3.9%
SUB Ishares Trwas 0.9%
ARCC Ares Capital Corp.was 0.4%
TMUS T-Mobile US Incwas 0.4%
JEF Jefferies Financial Group Inc Comwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.8% /yr; S&P 500 +20.1%
3 years: +12.9% /yr; S&P 500 +20.4%
5 years: +5.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$518.6M	123
Q1 2026	$435.6M	387
Q4 2025	$420.5M	110
Q3 2025	$402.7M	108
Q2 2025	$373.5M	107
Q1 2025	$338.4M	105
Q4 2024	$335.9M	104
Q3 2024	$317.0M	106
Q2 2024	$293.1M	104
Q1 2024	$284.3M	105
Q4 2023	$267.7M	106
Q3 2023	$230.0M	106

Questions about Mbm Wealth Consultants, LLC's portfolio

What stocks does Mbm Wealth Consultants, LLC own?

Mbm Wealth Consultants, LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 123 positions worth $518.6M. The largest are Vanguard Indx Fd (VUG) at 11.1%, Vym (VYM) at 10.0%, Vanguard S&p 500 ETF (VOO) at 9.7%, J P Morgan Exchange Traded Fd (JPST) at 5.5% and Pgim Ultra Short Bond ETF (PULS) at 5.5%.

What did Mbm Wealth Consultants, LLC buy last quarter?

In Q2 2026, Mbm Wealth Consultants, LLC added Booking Holdings Inc Com (BKNG) (+2860.8% shares), Vanguard Indx Fd (VUG) (+516.3% shares) and Apple Inc (AAPL) (+71.5% shares), compared with its Q1 2026 filing.

What did Mbm Wealth Consultants, LLC sell last quarter?

In Q2 2026, Mbm Wealth Consultants, LLC cut from its top 50 Ishares Short Duration Bond Active ETF (NEAR), cut from its top 50 Ishares Tr (SUB), cut from its top 50 Ares Capital Corp. (ARCC), cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Jefferies Financial Group Inc Com (JEF), Spdr Series Trust (SPYG) (-7.7% shares), Spdr Series Trust (SPSM) (-7.0% shares) and Spdr Series Trust (SPLG) (-6.1% shares), compared with its Q1 2026 filing.

How has Mbm Wealth Consultants, LLC's portfolio performed?

A portfolio copying Mbm Wealth Consultants, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.8% against +20.1%. Over 5 years: +5.8% a year against +11.6%.

When is Mbm Wealth Consultants, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mbm Wealth Consultants, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mbm Wealth Consultants, LLC manage?

Mbm Wealth Consultants, LLC reported $476.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $518.6M.