MBM WEALTH CONSULTANTS, LLC
Filing Date
Global Rank
#5,942
/ 8,578
▲ 313
Top Industry
Drug Manufacturers - General
5.5%
3Y Alpha vs SPY
-5.2%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.4%
SPY
+78.1%
Annualised alpha
-5.1%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
284 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.4%
−0.8 pts
Top 5
18.2%
−0.3 pts
Top 10
30.9%
−1.0 pts
HHI
185
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 21.7% | $19,134,114 |
| Technology | 21.2% | $18,719,519 |
| Healthcare | 14.7% | $12,991,661 |
| Industrials | 12.5% | $11,067,004 |
| Consumer Cyclical | 8.4% | $7,452,937 |
| Energy | 7.2% | $6,333,635 |
| Communication Services | 4.2% | $3,680,025 |
| Consumer Defensive | 3.7% | $3,287,058 |
| Utilities | 3.2% | $2,831,393 |
| Real Estate | 2.2% | $1,908,547 |
| Basic Materials | 0.7% | $583,103 |
| Unclassified | 0.3% | $226,579 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | +9,156 | 101,651 | $1,831,751 | |
| JEF | Jefferies Financial Group Inc. | +5,603 | 32,353 | $1,335,208 | |
| RKT | Rocket Companies, Inc. | +3,255 | 50,145 | $714,566 | |
| NU | Nu Holdings Ltd. | +3,192 | 53,476 | $768,450 | |
| BXMT | Blackstone Mortgage Trust, Inc. | +1,991 | 23,205 | $444,375 | |
| BX | Blackstone Inc. | +1,878 | 11,046 | $1,270,179 | |
| PFE | Pfizer Inc | +1,791 | 16,097 | $452,003 | |
| KGS | Kodiak Gas Services, Inc. | +1,484 | 9,718 | $566,753 | |
| COO | Cooper Companies, Inc. | +1,403 | 22,529 | $1,610,823 | |
| T | At&T Inc. | +1,322 | 20,970 | $607,920 | |
| KMI | Kinder Morgan, Inc. | +1,090 | 17,423 | $584,193 | |
| SCHW | Schwab Charles Corp | +1,078 | 18,729 | $1,760,151 | |
| AVA | Avista Corp | +1,056 | 12,328 | $494,845 | |
| ORI | Old Republic International Corp | +861 | 13,040 | $520,296 | |
| LUV | Southwest Airlines Co | +822 | 24,182 | $908,517 | |
| P | Everpure, Inc. | +776 | 12,146 | $717,099 | |
| VITL | Vital Farms, Inc. | +774 | 19,011 | $268,435 | |
| CNA | Cna Financial Corp | +720 | 9,471 | $434,908 | |
| VZ | Verizon Communications Inc | +720 | 11,467 | $575,643 | |
| ICE | Intercontinental Exchange, Inc. | +708 | 10,711 | $1,684,626 | |
| USB | US Bancorp De | +645 | 11,525 | $599,415 | |
| TMUS | T-Mobile US, Inc. | +636 | 7,671 | $1,611,140 | |
| O | Realty Income Corp | +630 | 7,516 | $459,828 | |
| VLO | Valero Energy Corp/Tx | +610 | 14,651 | $3,619,969 | |
| PGR | Progressive Corp/Oh/ | +598 | 7,504 | $1,487,592 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EMR | Emerson Electric Co | −2,157 | 533 | $69,833 | |
| COP | Conocophillips | −1,449 | 808 | $106,656 | |
| WM | Waste Management Inc | −1,115 | 8,487 | $1,950,227 | |
| AAPL | Apple Inc. | −397 | 15,208 | $3,859,638 | |
| LRCX | Lam Research Corp | −48 | 15,526 | $3,317,285 | |
| PH | Parker-Hannifin Corp | −22 | 250 | $223,810 | |
| GOOGL | Alphabet Inc. | −2 | 1,154 | $331,844 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ASML | Asml Holding NV | 148 | $195,482 | |
| ECL | Ecolab Inc. | 612 | $162,804 | |
| BLK | BlackRock, Inc. | 169 | $162,528 | |
| DHR | Danaher Corp /De/ | 791 | $149,973 | |
| CNC | Centene Corp | 3,715 | $121,629 | |
| CAT | Caterpillar Inc | 168 | $119,021 | |
| YUM | Yum Brands Inc | 763 | $118,631 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | 1,453 | $114,292 | |
| 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 | |
| STX | Seagate Technology Holdings plc | 219 | $85,795 | |
| 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 | |
| GLDM | World Gold Trust | 756 | $70,073 | |
| NKE | NIKE, Inc. | 1,212 | $64,017 | |
| EBAY | Ebay Inc | 688 | $62,621 | |
| NRG | Nrg Energy, Inc. | 428 | $62,547 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
284 positions ·
$88,215,575 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 284 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 15,208 | $3,859,638 | 4.38% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 14,651 | $3,619,969 | 4.10% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 15,526 | $3,317,285 | 3.76% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,432 | $2,691,340 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,383 | $2,579,007 | 2.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 11,689 | $2,542,240 | 2.88% | |
| FDX |
Fedex Corp
Industrials
|
Added | 6,709 | $2,389,611 | 2.71% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,554 | $2,148,002 | 2.43% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 10,059 | $2,075,574 | 2.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,053 | $2,045,670 | 2.32% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,524 | $2,044,819 | 2.32% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 8,487 | $1,950,227 | 2.21% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 4,150 | $1,853,141 | 2.10% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 101,651 | $1,831,751 | 2.08% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 424 | $1,785,175 | 2.02% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 18,729 | $1,760,151 | 2.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,585 | $1,717,932 | 1.95% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 5,138 | $1,689,836 | 1.92% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 10,711 | $1,684,626 | 1.91% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 2,221 | $1,618,131 | 1.83% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 7,671 | $1,611,140 | 1.83% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
Added | 22,529 | $1,610,823 | 1.83% | |
| CI |
Cigna Group
Healthcare
|
Added | 5,750 | $1,533,812 | 1.74% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 7,504 | $1,487,592 | 1.69% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
Added | 32,353 | $1,335,208 | 1.51% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,873 | $1,318,585 | 1.49% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 11,046 | $1,270,179 | 1.44% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Added | 2,112 | $1,252,373 | 1.42% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 5,010 | $1,217,830 | 1.38% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
Added | 5,776 | $1,085,888 | 1.23% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Added | 16,120 | $1,081,168 | 1.23% | |
| LUV |
Southwest Airlines Co
Industrials
|
Added | 24,182 | $908,517 | 1.03% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 13,748 | $833,816 | 0.95% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 53,476 | $768,450 | 0.87% | |
| P |
Everpure, Inc.
Technology
|
Added | 12,146 | $717,099 | 0.81% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 50,145 | $714,566 | 0.81% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,020 | $682,033 | 0.77% | |
| BA |
Boeing Co
Industrials
|
Added | 3,347 | $666,153 | 0.76% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 7,189 | $649,813 | 0.74% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,553 | $618,821 | 0.70% | |
| T |
At&T Inc.
Communication Services
|
Added | 20,970 | $607,920 | 0.69% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 10,623 | $602,430 | 0.68% | |
| USB |
US Bancorp De
Financial Services
|
Added | 11,525 | $599,415 | 0.68% | |
| CTRE |
CareTrust REIT, Inc.
Real Estate
|
Added | 16,048 | $588,159 | 0.67% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 17,423 | $584,193 | 0.66% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 11,467 | $575,643 | 0.65% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
Added | 8,202 | $567,496 | 0.64% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
Added | 9,718 | $566,753 | 0.64% | |
| SR |
Spire Inc
Utilities
|
Added | 6,248 | $565,693 | 0.64% | |
| AEE |
Ameren Corp
Utilities
|
Added | 4,857 | $533,881 | 0.61% |