MBM WEALTH CONSULTANTS, LLC

CIK

1762068

Location

CHESTERFIELD, MO

Portfolio Value

Micro $2,831,393

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Financial Services	21.7%	$19,134,114	55
Technology	21.2%	$18,719,519	49
Healthcare	14.7%	$12,991,661	34
Industrials	12.5%	$11,067,004	34
Consumer Cyclical	8.4%	$7,452,937	25
Energy	7.2%	$6,333,635	16
Communication Services	4.2%	$3,680,025	14
Consumer Defensive	3.7%	$3,287,058	18
Utilities	3.2%	$2,831,393	13
Real Estate	2.2%	$1,908,547	7
Basic Materials	0.7%	$583,103	10
Unclassified	0.3%	$226,579	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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 exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $2,831,393 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NGG	National Grid PLC Utilities	NEW	24	NEW	$2,030	NEW	0.07%
CEG	Constellation Energy Corp Utilities	NEW	22	NEW	$6,143	NEW	0.22%
ETR	Entergy Corp /De/ Utilities	NEW	100	NEW	$11,236	NEW	0.40%
AEP	American Electric Power Co Inc Utilities	NEW	97	NEW	$12,714	NEW	0.45%
WEC	Wec Energy Group, Inc. Utilities	NEW	420	NEW	$48,623	NEW	1.72%
ED	Consolidated Edison Inc Utilities	NEW	442	NEW	$50,025	NEW	1.77%
NRG	Nrg Energy, Inc. Utilities	NEW	428	NEW	$62,547	NEW	2.21%
NEE	Nextera Energy Inc Utilities	NEW	800	NEW	$74,304	NEW	2.62%
D	Dominion Energy, Inc Utilities	Added	7,168	+587	$443,125	+14.9%	15.65%
AVA	Avista Corp Utilities	Added	12,328	+1,056	$494,845	+13.9%	17.48%
SO	Southern Co Utilities	Added	5,452	+347	$526,227	+18.2%	18.59%
AEE	Ameren Corp Utilities	Added	4,857	+191	$533,881	+14.6%	18.86%
SR	Spire Inc Utilities	Added	6,248	+367	$565,693	+16.3%	19.98%