§ 13F · FUND PROFILE
MBM WEALTH CONSULTANTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $373.5T (13F)Positions · 107Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 106K | $51.6T | 12.3% | −1% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 327K | $46.9T | 11.2% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 73K | $45.5T | 10.8% | −1% |
| 4 | PULS | PGIM ETF TR | 478K | $23.7T | 5.6% | +15% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 461K | $23.3T | 5.5% | +16% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 900K | $21.9T | 5.2% | +12% |
| 7 | VB | VANGUARD INDEX FDS | 82K | $21.1T | 5.0% | +1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 288K | $18.0T | 4.3% | ±0% |
| 9 | JPLD | J P MORGAN EXCHANGE TRADED F | 304K | $15.9T | 3.8% | +12% |
| 10 | NEAR | ISHARES U S ETF TR | 294K | $15.0T | 3.6% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBM SIGNAL
AC read
MBM WEALTH CONSULTANTS, LLC is a Other fund managing $373518.6 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed