MBM WEALTH CONSULTANTS, LLC

CIK

1762068

Location

CHESTERFIELD, MO

Portfolio Value

Small $518,609,674

Diversification

Diversified

Filing Date

Global Rank

#3,745 / 8,794 ▲ 168 · as of Jun 2026

Top Industry

Consumer Electronics 6.9%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

101 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.7%

+8.9 pts

Top 5

62.8%

+2.3 pts

Top 10

78.0%

+3.1 pts

HHI

1,222

Diversified+292

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.8%	$408,851,395	14
Technology	5.8%	$30,111,383	15
Financial Services	3.7%	$19,373,049	20
Healthcare	3.3%	$16,891,314	13
Industrials	2.6%	$13,499,028	11
Consumer Cyclical	1.7%	$8,561,746	5
Communication Services	1.3%	$6,927,314	5
Energy	1.2%	$6,367,434	5
Consumer Defensive	0.6%	$3,003,238	3
Utilities	0.5%	$2,754,394	5
Real Estate	0.4%	$2,128,849	4
Basic Materials	0.0%	$140,530	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+757,323	1,027,624	$148,859,020
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+265,308	1,358,385	$69,634,117
BILZ	PIMCO Ultra Short Government Active ETF	+152,825	232,460	$17,594,521
FNDA	Schwab Fundamental U.S. Small Company ETF	+142,892	1,110,545	$26,808,556
AAAD	PGIM AAA CLO Aggregate Duration ETF	+66,907	570,844	$28,285,320
VEA	Vanguard FTSE Developed Markets ETF	+23,647	314,916	$22,437,765
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+14,135	163,399	$13,323,606
BKNG	Booking Holdings Inc.	+12,130	12,554	$2,237,624
NU	Nu Holdings Ltd.	+11,091	64,567	$862,615
AAPL	Apple Inc.	+10,870	26,078	$7,545,930
RKT	Rocket Companies, Inc.	+10,461	60,606	$954,544
ORCL	Oracle Corp	+9,111	9,335	$1,368,044
T	At&T Inc.	+4,817	25,787	$533,790
BXMT	Blackstone Mortgage Trust, Inc.	+3,356	26,561	$450,208
LUV	Southwest Airlines Co	+3,009	27,191	$1,398,161
SCHW	Schwab Charles Corp	+2,952	21,681	$2,000,505
BX	Blackstone Inc.	+2,719	13,765	$1,619,727
PFE	Pfizer Inc	+2,340	18,437	$443,962
XOM	ExxonMobil Holdings Corp	+2,084	6,104	$834,538
CNA	Cna Financial Corp	+2,004	11,475	$557,799
ICE	Intercontinental Exchange, Inc.	+1,883	12,594	$1,550,447
LLY	ELI LILLY & Co	+1,746	1,753	$2,102,600
P	Everpure, Inc.	+1,715	13,861	$1,092,108
ORI	Old Republic International Corp	+1,678	14,718	$602,260
AVA	Avista Corp	+1,642	13,970	$571,512
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	−71,751	29,900	$554,047
JEF	Jefferies Financial Group Inc.	−27,502	4,851	$242,452
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−3,668	133,148	$18,207,950
CSCO	Cisco Systems, Inc.	−3,246	3,585	$421,094
DCOR	Dimensional US Core Equity 1 ETF	−2,814	61,400	$4,122,591
—		−2,548	31,187	$1,798,554
VIGI	Vanguard International Dividend Appreciation ETF	−2,025	329,351	$52,047,338
KGS	Kodiak Gas Services, Inc.	−1,183	8,535	$641,234
VLO	Valero Energy Corp/Tx	−484	14,167	$3,689,653
COO	Cooper Companies, Inc.	−254	22,275	$1,597,340
PGR	Progressive Corp/Oh/	−64	7,440	$1,625,268
ADBE	Adobe Inc.	−61	4,949	$1,014,643
UNH	Unitedhealth Group Inc	−53	4,820	$2,003,336
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	27,594	$2,114,528
CGCB	Capital Group Core Bond ETF	73,473	$1,938,585
HOOD	Robinhood Markets, Inc.	6,121	$613,813
FDXF	FedEx Freight Holding Company, Inc.	3,488	$526,688
PAYX	Paychex Inc	3,127	$307,477
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	337,510	$17,159,008
VITL	Vital Farms, Inc.	19,011	$268,435
ECL	Ecolab Inc.	612	$162,804
BLK	BlackRock, Inc.	169	$162,528
VFMF	Vanguard U.S. Multifactor ETF	1,121	$157,977
VIG	Vanguard Dividend Appreciation ETF	836	$153,001
DHR	Danaher Corp /De/	791	$149,973
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,891	$135,846
YUM	Yum Brands Inc	763	$118,631
CP	Canadian Pacific Kansas City Ltd/Cn	1,453	$114,292
COP	Conocophillips	808	$106,656
Q	Qnity Electronics, Inc.	896	$103,380
BAC	Bank Of America Corp /De/	2,048	$99,840
IAU	Ishares Gold Trust	1,075	$94,772
FCX	Freeport-Mcmoran Inc	1,602	$94,165
EL	Estee Lauder Companies Inc	1,311	$94,090
DD	DuPont de Nemours, Inc.	1,953	$89,447
META	Meta Platforms, Inc.	154	$88,108
ACSG	American Century Small Cap Growth Insights ETF	863	$87,288
AZN	Astrazeneca PLC	421	$83,029
CSX	Csx Corp	2,000	$82,100
DG	Dollar General Corp	632	$75,037
NEE	Nextera Energy Inc	800	$74,304
J	Jacobs Solutions Inc.	563	$71,658
AQST	Aquestive Therapeutics, Inc.	16,950	$70,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $518,609,674 total · filing declares 123 positions · $518,607,949 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	1,027,624	+757,323	$148,859,020	+99.3%	28.70%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,358,385	+265,308	$69,634,117	+24.5%	13.43%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	329,351	-2,025	$52,047,338	+6.1%	10.04%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	570,844	+66,907	$28,285,320	+13.4%	5.45%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,110,545	+142,892	$26,808,556	+14.1%	5.17%
VEA	Vanguard FTSE Developed Markets ETF	Added	314,916	+23,647	$22,437,765	+20.2%	4.33%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	133,148	-3,668	$18,207,950	—	3.51%
BILZ	PIMCO Ultra Short Government Active ETF	Added	232,460	+152,825	$17,594,521	+337.9%	3.39%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	163,399	+14,135	$13,323,606	+21.4%	2.57%
AAPL	Apple Inc. Technology	Added	26,078	+10,870	$7,545,930	+95.5%	1.46%
LRCX	Lam Research Corp Technology	Added	15,869	+343	$6,876,513	+107.3%	1.33%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	61,400	-2,814	$4,122,591	+9.9%	0.79%
GOOGL	Alphabet Inc. Communication Services	Added	10,871	+674	$3,845,890	+31.4%	0.74%
VLO	Valero Energy Corp/Tx Energy	Reduced	14,167	-484	$3,689,653	+1.9%	0.71%
NVDA	Nvidia Corp Technology	Added	16,242	+810	$3,249,861	+20.8%	0.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,291	+908	$3,167,776	+22.8%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	12,001	+312	$3,019,931	+18.8%	0.58%
URI	United Rentals, Inc. Industrials	Added	2,472	+251	$2,800,504	+73.1%	0.54%
NET	Cloudflare, Inc. Technology	Added	11,233	+1,174	$2,755,230	+32.7%	0.53%
MSFT	Microsoft Corp Technology	Added	6,364	+840	$2,373,899	+16.1%	0.46%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	4,750	+600	$2,359,467	+27.3%	0.45%
FDX	Fedex Corp Industrials	Added	7,364	+655	$2,305,889	−3.5%	0.44%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	12,554	+12,130	$2,237,624	+25.3%	0.43%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,149	+1,011	$2,168,629	+28.3%	0.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,312	+259	$2,162,806	+5.7%	0.42%
WM	Waste Management Inc Industrials	Added	9,699	+1,212	$2,161,713	+10.8%	0.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,242	+657	$2,122,654	+23.6%	0.41%
VCRM	Vanguard Core Tax-Exempt Bond ETF	NEW	27,594	NEW	$2,114,528	NEW	0.41%
LLY	ELI LILLY & Co Healthcare	Added	1,753	+1,746	$2,102,600	+32559.2%	0.41%
LMT	Lockheed Martin Corp Industrials	Added	4,061	+507	$2,068,917	−3.7%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,820	-53	$2,003,336	+51.9%	0.39%
SCHW	Schwab Charles Corp Financial Services	Added	21,681	+2,952	$2,000,505	+13.7%	0.39%
CGCB	Capital Group Core Bond ETF	NEW	73,473	NEW	$1,938,585	NEW	0.37%
CI	Cigna Group Healthcare	Added	6,683	+933	$1,842,369	+20.1%	0.36%
		Reduced	31,187	-2,548	$1,798,554	+10.7%	0.35%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	33,319	+463	$1,678,944	+13.0%	0.32%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	7,440	-64	$1,625,268	+9.3%	0.31%
BX	Blackstone Inc. Financial Services	Added	13,765	+2,719	$1,619,727	+27.5%	0.31%
COO	Cooper Companies, Inc. Healthcare	Reduced	22,275	-254	$1,597,340	−0.8%	0.31%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	12,594	+1,883	$1,550,447	−8.0%	0.30%
TMUS	T-Mobile US, Inc. Communication Services	Added	9,149	+1,478	$1,534,561	−4.8%	0.30%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	17,492	+1,372	$1,522,503	+40.8%	0.29%
LUV	Southwest Airlines Co Industrials	Added	27,191	+3,009	$1,398,161	+53.9%	0.27%
ORCL	Oracle Corp Technology	Added	9,335	+9,111	$1,368,044	+4051.6%	0.26%
FCFS	FirstCash Holdings, Inc. Financial Services	Added	6,304	+528	$1,363,681	+25.6%	0.26%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	2,327	+215	$1,260,838	+0.7%	0.24%
MU	Micron Technology Inc Technology	Added	1,012	+12	$1,168,141	+245.8%	0.23%
P	Everpure, Inc. Technology	Added	13,861	+1,715	$1,092,108	+52.3%	0.21%
ADBE	Adobe Inc. Technology	Reduced	4,949	-61	$1,014,643	−16.7%	0.20%
RKT	Rocket Companies, Inc. Financial Services	Added	60,606	+10,461	$954,544	+33.6%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.