MBM WEALTH CONSULTANTS, LLC
CIK 1762068
13F filing for Q2 2026・No. 3,812
- Holdings
- US$518.61M
- Quarter change
- +US$83.01M
- Entries
- 123
- Net bought (estimate)
- +US$46.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 271
- Cut 20
- Added 87
- Corporate actions 0
- Unchanged 9
Largest holdings
123 stocks worth US$518.61M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 666,368 | US$57.4M | 11.07% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Cut | 329,351 | US$52.05M | 10.04% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 73,189 | US$50.27M | 9.69% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 560,962 | US$28.37M | 5.47% |
| PULSPGIM ETF TRPGIM ULTRA SH BD | Added | 570,844 | US$28.29M | 5.45% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Added | 1,110,545 | US$26.81M | 5.17% |
| J P MORGAN EXCHANGE TRADED FJPMORGAM LTD DUR | Added | 513,387 | US$26.79M | 5.17% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 77,964 | US$23.63M | 4.56% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 314,916 | US$22.44M | 4.33% |
| VANGUARD INDEX FDSMID CAP ETF | Added | 207,708 | US$16.74M | 3.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.