MBM WEALTH CONSULTANTS, LLC
Filing Date
Global Rank
#5,948
/ 8,586
▲ 307
Top Industry
Drug Manufacturers - General
5.5%
3Y Alpha vs SPY
-5.1%
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
+56.5%
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 |
|---|---|---|---|---|---|---|
| WKHS |
Workhorse Group Inc.
Consumer Cyclical
|
NEW | 1 | $3 | 0.00% | |
| SNAP |
Snap Inc
Communication Services
|
NEW | 4 | $18 | 0.00% | |
| RIG |
Transocean Ltd.
Energy
|
NEW | 10 | $66 | 0.00% | |
| OGN |
Organon & Co.
Healthcare
|
NEW | 20 | $119 | 0.00% | |
| UPST |
Upstart Holdings, Inc.
Financial Services
|
NEW | 5 | $128 | 0.00% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
NEW | 2 | $135 | 0.00% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
NEW | 2 | $142 | 0.00% | |
| KEY |
Keycorp /New/
Financial Services
|
NEW | 8 | $160 | 0.00% | |
| RF |
Regions Financial Corp
Financial Services
|
NEW | 7 | $182 | 0.00% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
NEW | 12 | $285 | 0.00% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 2 | $289 | 0.00% | |
| BHF |
Brighthouse Financial, Inc.
Financial Services
|
NEW | 5 | $299 | 0.00% | |
| SAP |
Sap SE
Technology
|
NEW | 2 | $342 | 0.00% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
NEW | 20 | $397 | 0.00% | |
| CAH |
Cardinal Health Inc
Healthcare
|
NEW | 2 | $422 | 0.00% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
NEW | 2 | $433 | 0.00% | |
| VSNT |
Versant Media Group, Inc.
Communication Services
|
NEW | 12 | $444 | 0.00% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
NEW | 30 | $451 | 0.00% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
NEW | 10 | $475 | 0.00% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 3 | $480 | 0.00% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 3 | $487 | 0.00% | |
| ING |
Ing Groep NV
Financial Services
|
NEW | 19 | $494 | 0.00% | |
| JHX |
James Hardie Industries plc
Basic Materials
|
NEW | 28 | $530 | 0.00% | |
| IHG |
Intercontinental Hotels Group PLC /New/
Consumer Cyclical
|
NEW | 4 | $533 | 0.00% | |
| QGEN |
Qiagen N.V.
Healthcare
|
NEW | 14 | $560 | 0.00% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
NEW | 2 | $641 | 0.00% | |
| AON |
Aon plc
Financial Services
|
NEW | 2 | $645 | 0.00% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
NEW | 3 | $647 | 0.00% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
NEW | 30 | $648 | 0.00% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
NEW | 9 | $721 | 0.00% | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
NEW | 34 | $736 | 0.00% | |
| RYAAY |
Ryanair Holdings PLC
Industrials
|
NEW | 13 | $751 | 0.00% | |
| SNOW |
Snowflake Inc.
Technology
|
NEW | 5 | $754 | 0.00% | |
| ENB |
Enbridge Inc
Energy
|
NEW | 14 | $757 | 0.00% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
NEW | 4 | $759 | 0.00% | |
| SNY |
Sanofi
Healthcare
|
NEW | 16 | $770 | 0.00% | |
| GM |
General Motors Co
Consumer Cyclical
|
NEW | 11 | $819 | 0.00% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
NEW | 4 | $824 | 0.00% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1 | $845 | 0.00% | |
| BBD |
Bank Bradesco
Financial Services
|
NEW | 234 | $854 | 0.00% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
NEW | 10 | $857 | 0.00% | |
| BSX |
Boston Scientific Corp
Healthcare
|
NEW | 14 | $878 | 0.00% | |
| EFX |
Equifax Inc
Industrials
|
NEW | 5 | $900 | 0.00% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
NEW | 34 | $933 | 0.00% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
NEW | 7 | $948 | 0.00% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 3 | $981 | 0.00% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 10 | $990 | 0.00% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
NEW | 6 | $1,040 | 0.00% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 10 | $1,045 | 0.00% | |
| MDT |
Medtronic plc
Healthcare
|
NEW | 13 | $1,126 | 0.00% |