Q3 2026 13F · SEC CIK 1762068

Mbm Wealth Consultants, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $545.7M
Reported positions: 119
Top holdings a year, 3 yrs: +12.9%
Assets under management: $476.7M

Mbm Wealth Consultants, LLC is a wealth manager that reported 119 positions worth $545.7M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VUG, 11.4%), Vanguard Index Fds (VOO, 9.7%), Vanguard Whitehall Fds (VYM, 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 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	11.4%	11.1%	689,170	+3.4%	$62.1M
VOOVanguard Index Fds	9.7%	9.7%	75,636	+3.3%	$53.0M
VYMVanguard Whitehall Fds	9.7%	10.0%	340,838	+3.5%	$52.9M
JPSTJ P Morgan Exchange Traded F	5.6%	5.5%	604,634	+7.8%	$30.5M
PULSPgim ETF Tr	5.5%	5.5%	610,136	+6.9%	$30.2M
SCHOSchwab Strategic Tr	5.2%	5.2%	1,200,012	+8.1%	$28.6M
JPLDJ P Morgan Exchange Traded F	5.2%	5.2%	551,921	+7.5%	$28.4M
VEAVanguard Ftse Developed Markets Index Fu	4.2%	4.3%	326,037	+3.5%	$23.0M
VBVanguard Index Fds	4.2%	4.6%	80,648	+3.4%	$22.9M
VOVanguard Index Fds	3.2%	3.2%	222,347	+7.0%	$17.4M
IEIIshares Tr	2.5%	2.5%	119,476	+7.6%	$13.6M
BONDPimco ETF Tr	2.4%	2.5%	151,017	+7.6%	$13.1M
JMSTJ P Morgan Exchange Traded F	2.3%	2.4%	252,284	+2.7%	$12.8M
AAPLApple Inc	1.7%	1.5%	27,788	+6.6%	$9.3M
VLOValero Energy Corp	1.0%	0.7%	13,838	-2.3%	$5.4M
LRCXLam Research Corp	1.0%	1.3%	15,946	+0.5%	$5.2M
SMMUPimco	0.9%	0.9%	100,189	+8.8%	$5.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.8%	0.8%	34,714	+2.3%	$4.3M
SPLGSpdr Series Trust	0.7%	0.7%	44,934	+2.0%	$4.0M
NETCloudflare Inc	0.7%	0.5%	11,418	+1.6%	$4.0M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.7%	0.7%	63,844	+3.1%	$3.9M
NVDANvidia Corporation	0.7%	0.6%	16,913	+4.1%	$3.9M
IVVIshares Tr	0.6%	0.6%	4,537	+1.3%	$3.5M
AMZNAmazon Com Inc	0.6%	0.6%	13,920	+4.7%	$3.5M
GOOGAlphabet Inc	0.6%	0.7%	10,090	+4.3%	$3.4M
MSFTMicrosoft Corp	0.6%	0.5%	6,688	+5.1%	$3.4M
VSDMVanguard Mun Bd Fds	0.6%	0.4%	44,744	+62.2%	$3.3M
ABBVAbbvie Inc	0.6%	0.6%	12,272	+2.3%	$3.2M
VRTXVertex Pharmaceuticals Inc	0.5%	0.5%	4,984	+4.9%	$2.6M
URIUnited Rentals Inc	0.5%	0.5%	2,600	+5.2%	$2.6M
COSTCostco Wholesale Corporation	0.4%	0.4%	2,488	+7.6%	$2.3M
FDXFedex Corp	0.4%	0.4%	7,915	+7.5%	$2.3M
SCHWCharles Schwab Corp (the)	0.4%	0.4%	22,671	+4.6%	$2.2M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	4,408	+3.9%	$2.2M
APHAmphenol Corp	0.4%	—	25,917	—	$2.2M
LMTLockheed Martin Corp	0.4%	0.4%	4,263	+5.0%	$2.2M
CGSMCapital Grp Fixed Incm ETF T	0.4%	0.4%	84,374	+14.8%	$2.2M
LLYEli Lilly & Co	0.4%	0.4%	1,854	+5.8%	$2.1M
BKNGBooking Holdings Inc	0.4%	0.4%	13,133	+4.6%	$2.1M
WMWaste Mgmt Inc Del	0.4%	0.4%	10,304	+6.2%	$2.1M
ICEIntercontinental Exchange Inc	0.4%	0.3%	13,517	+7.3%	$2.1M
CIThe Cigna Group	0.4%	0.4%	7,208	+7.9%	$2.0M
PSTGEverpure Inc	0.4%	—	14,703	—	$1.9M
HDHome Depot Inc	0.3%	0.4%	6,649	+8.1%	$1.9M
JMUBJ P Morgan Exchange Traded F	0.3%	0.4%	38,395	+0.1%	$1.8M
UNHUnitedhealth Group Inc	0.3%	0.4%	4,802	-0.4%	$1.8M
DFUSDimensional ETF Trust	0.3%	0.3%	20,831	+0.0%	$1.7M
SPDWSpdr Index Shs Fds	0.3%	0.3%	34,093	+2.3%	$1.7M
TMUST-Mobile US Inc	0.3%	—	10,408	—	$1.7M
BXBlackstone Inc	0.3%	0.3%	14,998	+9.0%	$1.7M

What Mbm Wealth Consultants, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VSDM Vanguard Mun Bd Fds+62.2% shares
CGSM Capital Grp Fixed Incm ETF T+14.8% shares
BX Blackstone Inc+9.0% shares
SMMU Pimco+8.8% shares
HD Home Depot Inc+8.1% shares
SCHO Schwab Strategic Tr+8.1% shares
CI The Cigna Group+7.9% shares
JPST J P Morgan Exchange Traded F+7.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$545.7M	119
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

Questions about Mbm Wealth Consultants, LLC's portfolio

What stocks does Mbm Wealth Consultants, LLC own?

Mbm Wealth Consultants, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 119 positions worth $545.7M. The largest are Vanguard Index Fds (VUG) at 11.4%, Vanguard Index Fds (VOO) at 9.7%, Vanguard Whitehall Fds (VYM) at 9.7%, J P Morgan Exchange Traded F (JPST) at 5.6% and Pgim ETF Tr (PULS) at 5.5%.

What did Mbm Wealth Consultants, LLC buy last quarter?

In Q3 2026, Mbm Wealth Consultants, LLC added Vanguard Mun Bd Fds (VSDM) (+62.2% shares), Capital Grp Fixed Incm ETF T (CGSM) (+14.8% shares) and Blackstone Inc (BX) (+9.0% shares), compared with its Q2 2026 filing.

What did Mbm Wealth Consultants, LLC sell last quarter?

In Q3 2026, Mbm Wealth Consultants, LLC cut from its top 50 Spdr Series Trust (SPSM), cut from its top 50 Progressive Corp (PGR) and cut from its top 50 Cooper Cos Inc (COO), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $545.7M.