Q2 2026 13F · SEC CIK 1765876

Mmbg Investment Advisors Co.

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 177
Top holdings a year, 3 yrs: +23.3%
Assets under management: $3.0B

Mmbg Investment Advisors Co. is a wealth manager that reported 177 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Apple Inc (AAPL, 9.6%), Alphabet Inc (GOOGL, 9.0%), Amazon Com Inc Com (AMZN, 7.5%). A portfolio copying its top holdings returned 23.3% a year over the last 3 years, against 20.4% for the S&P 500.

Mmbg Investment Advisors Co. holdings largest 50 of 177 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.

Mmbg Investment Advisors Co. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	9.6%	9.3%	421,075	+5.9%	$121.8M
GOOGLAlphabet Inc	9.0%	8.5%	318,756	-0.5%	$113.9M
AMZNAmazon Com Inc Com	7.5%	7.6%	399,306	+0.9%	$95.2M
MSFTMicrosoft Corp	6.0%	6.7%	202,940	+3.7%	$75.7M
BWMXBetterware de Mexc S A P I D	4.6%	5.3%	3,263,970	-4.8%	$58.7M
NVDANvidia Corporation Com	4.3%	4.2%	272,239	+3.0%	$54.5M
METAMeta Platforms Inc Class A	4.0%	4.5%	89,563	+5.6%	$50.4M
JPMJpmorgan Chase & Co	3.9%	3.9%	150,943	+4.8%	$49.4M
MUMicron Technology Inc	3.0%	1.3%	32,508	-24.2%	$37.5M
GSGoldman Sachs Group Inc	2.9%	2.8%	36,173	+0.2%	$36.6M
GOOGAlphabet Inc	2.9%	3.0%	103,033	-8.2%	$36.4M
XLVSelect Sector Spdr Tr	2.2%	2.3%	173,104	+1.5%	$27.5M
SMHVaneck Semiconductor ETF	1.9%	1.4%	36,962	-5.9%	$24.2M
AVGOBroadcom Inc	1.7%	1.6%	57,103	+4.7%	$21.6M
TSMTaiwan Semiconductor Manufac	1.7%	1.4%	43,990	-3.4%	$21.0M
WMTWalmart Inc	1.5%	1.9%	167,546	+0.8%	$19.0M
VVisa Inc Com Cl A	1.4%	1.3%	50,852	+12.2%	$17.4M
SPYSpdr S&p 500 ETF Tr	1.2%	1.3%	19,470	-9.2%	$14.6M
VOOVanguard S&p 500 ETF	1.1%	0.9%	19,529	+15.7%	$13.4M
BACBank of Amer Corp	1.0%	1.0%	228,673	+4.0%	$13.0M
XLFSelect Sector Spdr Tr	1.0%	1.0%	226,025	+3.3%	$12.1M
CXCemex SA Euro Mtn Be 144a	0.9%	1.0%	929,427	+0.0%	$11.2M
LLYLilly Eli & Co	0.9%	0.8%	9,070	+1.4%	$10.9M
QQQInvesco Qqq Tr	0.8%	0.8%	14,525	-2.0%	$10.7M
UBERUber Technologies Inc	0.8%	0.9%	139,147	+5.5%	$10.0M
ETNEaton Corp PLC	0.8%	0.8%	23,277	-1.2%	$9.9M
GEGe Aerospace	0.7%	—	23,495	—	$8.8M
XLKState Street Technology Select Sector Sp	0.7%	0.6%	45,230	-4.6%	$8.6M
SHOPShopify Inc	0.6%	0.8%	66,915	-13.9%	$7.6M
COSTCostco Whsl Corp New	0.6%	0.8%	8,005	-8.0%	$7.5M
IBBIshares Tr	0.6%	0.6%	37,637	-0.4%	$7.2M
TMOThermo Fisher Scientific Inc	0.6%	0.7%	14,105	-12.4%	$7.1M
XLYConsumer Discretionary Select S	0.5%	0.6%	58,966	+2.3%	$6.9M
VGTVanguard Info Tech	0.5%	0.5%	57,800	+697.2%	$6.9M
MELIMercadolibre Inc	0.5%	0.5%	4,050	+26.5%	$6.9M
GEVGe Vernova Inc	0.5%	—	5,495	—	$6.5M
CRMSalesforce Inc Com	0.5%	1.1%	39,720	-35.3%	$6.2M
FMXFomento Economico Mexicano S	0.4%	0.4%	43,038	-1.2%	$5.5M
RTXRtx Corporation Com	0.4%	0.5%	27,040	-4.0%	$5.1M
BABAAlibaba Group Hldg Ltd	0.4%	0.6%	50,656	+3.3%	$4.9M
ASMLAsml Hldg NV	0.4%	—	2,389	—	$4.8M
SHYiShs Lehman 1-3Tsy	0.4%	0.3%	55,554	+26.4%	$4.6M
UNHUnitedhealth Group Inc Com	0.4%	0.4%	10,928	-35.2%	$4.5M
IAUIshares Gold Trust	0.4%	—	59,820	—	$4.5M
SGOViShares 0-3 Month Treasury Bon	0.3%	—	42,825	—	$4.3M
ABBVAbbvie Inc	0.3%	0.3%	17,115	+0.0%	$4.3M
XLEState Street Energy Select Sector Spdr E	0.3%	0.5%	80,460	-4.5%	$4.3M
CRWDCrowdstrike Hldgs Inc Class A	0.3%	—	5,598	—	$4.3M
NFLXNetflix Inc Total	0.3%	0.5%	59,627	+0.7%	$4.3M
DISDisney Walt Co	0.3%	0.4%	43,807	-10.5%	$4.2M

What Mmbg Investment Advisors Co. bought and sold in Q2 2026, against Q1 2026.

New positions

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

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: +23.1% /yr; S&P 500 +20.1%
3 years: +23.3% /yr; S&P 500 +20.4%
5 years: +14.2% /yr; S&P 500 +13.0%

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	$1.3B	177
Q1 2026	$1.1B	172
Q4 2025	$1.2B	177
Q3 2025	$1.1B	179
Q2 2025	$1.0B	178
Q1 2025	$884.7M	168
Q4 2024	$941.6M	158
Q3 2024	$958.3M	166
Q2 2024	$932.9M	152
Q1 2024	$948.1M	160
Q4 2023	$849.8M	157
Q3 2023	$793.5M	152

Questions about Mmbg Investment Advisors Co.'s portfolio

What stocks does Mmbg Investment Advisors Co. own?

Mmbg Investment Advisors Co.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 177 positions worth $1.3B. The largest are Apple Inc (AAPL) at 9.6%, Alphabet Inc (GOOGL) at 9.0%, Amazon Com Inc Com (AMZN) at 7.5%, Microsoft Corp (MSFT) at 6.0% and Betterware de Mexc S A P I D (BWMX) at 4.6%.

What did Mmbg Investment Advisors Co. buy last quarter?

In Q2 2026, Mmbg Investment Advisors Co. added Vanguard Info Tech (VGT) (+697.2% shares), Mercadolibre Inc (MELI) (+26.5% shares) and iShs Lehman 1-3Tsy (SHY) (+26.4% shares), compared with its Q1 2026 filing.

What did Mmbg Investment Advisors Co. sell last quarter?

In Q2 2026, Mmbg Investment Advisors Co. cut from its top 50 Wisdomtree Tr (DXJ), cut from its top 50 Starbucks Corp Com (SBUX), cut from its top 50 Danaher Corporation (DHR), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 State Street Consumer Staples Select Sec (XLP), Salesforce Inc Com (CRM) (-35.3% shares), Unitedhealth Group Inc Com (UNH) (-35.2% shares) and Micron Technology Inc (MU) (-24.2% shares), compared with its Q1 2026 filing.

How has Mmbg Investment Advisors Co.'s portfolio performed?

A portfolio copying Mmbg Investment Advisors Co.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.1% against +20.1%. Over 5 years: +14.2% a year against +13.0%.

When is Mmbg Investment Advisors Co.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Mmbg Investment Advisors Co.'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 Mmbg Investment Advisors Co. manage?

Mmbg Investment Advisors Co. reported $3.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.