§ 13F · FUND PROFILE
MBM WEALTH CONSULTANTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $403M (13F)Positions · 108Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 331K | $49M | 11.3% | +1% |
| 2 | VUG | VANGUARD INDEX FDS | 108K | $47M | 10.8% | +2% |
| 3 | VOO | VANGUARD INDEX FDS | 74K | $44M | 10.1% | +2% |
| 4 | PULS | PGIM ETF TR | 504K | $25M | 5.7% | +5% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 481K | $24M | 5.6% | +4% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 963K | $23M | 5.4% | +7% |
| 7 | VB | VANGUARD INDEX FDS | 83K | $22M | 5.0% | +1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 291K | $19M | 4.3% | +1% |
| 9 | JPLD | J P MORGAN EXCHANGE TRADED F | 339K | $18M | 4.1% | +11% |
| 10 | NEAR | ISHARES U S ETF TR | 338K | $17M | 3.9% | +15% |
§ 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 $403 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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