§ 13F · FUND PROFILE
MBM WEALTH CONSULTANTS, LLC.
AUM · $519M (13F)Positions · 123Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 666K | $57M | 11.1% | +516% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 329K | $52M | 10.0% | −1% |
| 3 | VOO | VANGUARD INDEX FDS | 73K | $50M | 9.7% | −1% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 561K | $28M | 5.5% | +17% |
| 5 | PULS | PGIM ETF TR | 571K | $28M | 5.5% | +13% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 1.11M | $27M | 5.2% | +15% |
| 7 | JPLD | J P MORGAN EXCHANGE TRADED F | 513K | $27M | 5.2% | +51% |
| 8 | VB | VANGUARD INDEX FDS | 78K | $24M | 4.6% | −6% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 315K | $22M | 4.3% | +8% |
| 10 | VO | VANGUARD INDEX FDS | 208K | $17M | 3.2% | +7579% |
§ 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 $519 million in assets. The fund runs a portfolio of 123 positions.
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