MBM WEALTH CONSULTANTS, LLC
CIK
1762068
Location
CHESTERFIELD, MO
Portfolio Value
Small
$106,340,518
Diversification
Diversified
Filing Date
Global Rank
#4,509
/ 6,964
▲ 875
Top Industry
Consumer Electronics
7.1%
3Y Alpha vs SPY
+26.2%
Period ended 46 days ago
Filed Jul 24, 2026 · 22d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+219.4%
SPY
+75.6%
Annualised alpha
+26.6%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.1%
−9.4 pts
Top 5
23.1%
−15.9 pts
Top 10
35.6%
−13.4 pts
HHI
234
Diversified−329
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.3% | $30,111,383 |
| Financial Services | 18.2% | $19,373,049 |
| Healthcare | 15.9% | $16,891,314 |
| Industrials | 12.7% | $13,499,028 |
| Consumer Cyclical | 8.1% | $8,561,746 |
| Energy | 6.0% | $6,367,434 |
| Communication Services | 3.3% | $3,509,553 |
| Consumer Defensive | 2.8% | $3,003,238 |
| Utilities | 2.6% | $2,754,394 |
| Real Estate | 2.0% | $2,128,849 |
| Basic Materials | 0.1% | $140,530 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| TMUS | T-Mobile US, Inc. | +1,478 | 9,149 | $1,534,561 | |
| MMM | 3M Co | +1,470 | 1,680 | $272,008 | |
| CLX | Clorox Co /De/ | +1,442 | 5,431 | $518,334 | |
| IBKR | Interactive Brokers Group, Inc. | +1,372 | 17,492 | $1,522,503 | |
| O | Realty Income Corp | +1,332 | 8,848 | $548,222 | |
| WM | Waste Management Inc | +1,212 | 9,699 | $2,161,713 | |
| NET | Cloudflare, Inc. | +1,174 | 11,233 | $2,755,230 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | −71,751 | 29,900 | $554,047 | |
| JEF | Jefferies Financial Group Inc. | −27,502 | 4,851 | $242,452 | |
| GOOGL | Alphabet Inc. | −8,999 | 1,198 | $428,129 | |
| CSCO | Cisco Systems, Inc. | −3,246 | 3,585 | $421,094 | |
| 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. | |||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 82,718 | $21,665,498 | |
| VEA | Vanguard FTSE Developed Markets ETF | 291,269 | $18,664,517 | |
| VITL | Vital Farms, Inc. | 19,011 | $268,435 | |
| ECL | Ecolab Inc. | 612 | $162,804 | |
| BLK | BlackRock, Inc. | 169 | $162,528 | |
| DHR | Danaher Corp /De/ | 791 | $149,973 | |
| VIG | Vanguard Dividend Appreciation ETF | 624 | $134,197 | |
| 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 | |
| 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 | |
| GLDM | World Gold Trust | 756 | $70,073 | |
| EMR | Emerson Electric Co | 533 | $69,833 | |
| No positions match the current search. | ||||
87 tracked positions ·
$106,340,518 total
· 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 87 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 26,078 | $7,545,930 | 7.10% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 15,869 | $6,876,513 | 6.47% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 14,167 | $3,689,653 | 3.47% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 16,242 | $3,249,861 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,291 | $3,167,776 | 2.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 12,001 | $3,019,931 | 2.84% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 2,472 | $2,800,504 | 2.63% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 11,233 | $2,755,230 | 2.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,364 | $2,373,899 | 2.23% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 4,750 | $2,359,467 | 2.22% | |
| FDX |
Fedex Corp
Industrials
|
Added | 7,364 | $2,305,889 | 2.17% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 12,554 | $2,237,624 | 2.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,149 | $2,168,629 | 2.04% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,312 | $2,162,806 | 2.03% | |
| WM |
Waste Management Inc
Industrials
|
Added | 9,699 | $2,161,713 | 2.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,242 | $2,122,654 | 2.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,753 | $2,102,600 | 1.98% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,061 | $2,068,917 | 1.95% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 4,820 | $2,003,336 | 1.88% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 21,681 | $2,000,505 | 1.88% | |
| CI |
Cigna Group
Healthcare
|
Added | 6,683 | $1,842,369 | 1.73% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 7,440 | $1,625,268 | 1.53% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 13,765 | $1,619,727 | 1.52% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
Reduced | 22,275 | $1,597,340 | 1.50% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 12,594 | $1,550,447 | 1.46% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 9,149 | $1,534,561 | 1.44% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Added | 17,492 | $1,522,503 | 1.43% | |
| LUV |
Southwest Airlines Co
Industrials
|
Added | 27,191 | $1,398,161 | 1.31% | |
| ORCL |
Oracle Corp
Technology
|
Added | 9,335 | $1,368,044 | 1.29% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
Added | 6,304 | $1,363,681 | 1.28% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Added | 2,327 | $1,260,838 | 1.19% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,012 | $1,168,141 | 1.10% | |
| P |
Everpure, Inc.
Technology
|
Added | 13,861 | $1,092,108 | 1.03% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 4,949 | $1,014,643 | 0.95% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 60,606 | $954,544 | 0.90% | |
| BA |
Boeing Co
Industrials
|
Added | 3,989 | $863,498 | 0.81% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 64,567 | $862,615 | 0.81% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,992 | $841,380 | 0.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,104 | $834,538 | 0.78% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 14,057 | $809,964 | 0.76% | |
| USB |
US Bancorp De
Financial Services
|
Added | 12,142 | $733,376 | 0.69% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
Added | 8,709 | $665,628 | 0.63% | |
| CTRE |
CareTrust REIT, Inc.
Real Estate
|
Added | 16,454 | $663,918 | 0.62% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
Reduced | 8,535 | $641,234 | 0.60% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 7,324 | $636,748 | 0.60% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
NEW | 6,121 | $613,813 | 0.58% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 14,718 | $602,260 | 0.57% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 10,840 | $598,584 | 0.56% | |
| SO |
Southern Co
Utilities
|
Added | 6,060 | $580,002 | 0.55% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 4,049 | $571,516 | 0.54% |
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.