MBM WEALTH CONSULTANTS, LLC

CIK 0001762068 • 7 13F filings • Apr 28, 2025 – Oct 20, 2026

Import this data to Google Sheets with:

=jivedata("mbm-wealth-consultants-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $338.4M105 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$385K	0.1%	2,620 SH
ABBVIE INC	COM	$2.4M	0.7%	11,592 SH
ADOBE INC	COM	$1.1M	0.3%	2,787 SH
AIR LEASE CORP	CL A	$686K	0.2%	14,131 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.4%	9,175 SH
AMAZON COM INC	COM	$2.1M	0.6%	11,261 SH
AMEREN CORP	COM	$468K	0.1%	4,666 SH
AMERICAN TOWER CORP NEW	COM	$376K	0.1%	1,730 SH
APPLE INC	COM	$3.4M	1.0%	15,381 SH
ARES CAPITAL CORP	COM	$1.7M	0.5%	77,699 SH
AT&T INC	COM	$505K	0.1%	17,865 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.5%	3,176 SH
BLACKSTONE MTG TR INC	COM CL A	$347K	0.1%	16,939 SH
BOEING CO	COM	$347K	0.1%	2,036 SH
BOOKING HOLDINGS INC	COM	$1.8M	0.5%	392 SH
CARETRUST REIT INC	COM	$408K	0.1%	14,125 SH
CISCO SYS INC	COM	$370K	0.1%	5,994 SH
CLOUDFLARE INC	CL A COM	$1.8M	0.5%	15,969 SH
CME GROUP INC	COM	$367K	0.1%	1,385 SH
CNA FINL CORP	COM	$348K	0.1%	6,860 SH
CONOCOPHILLIPS	COM	$545K	0.2%	5,189 SH
COOPER COS INC	COM	$1.0M	0.3%	12,432 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.5%	1,732 SH
DEXCOM INC	COM	$432K	0.1%	6,325 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$229K	0.1%	6,940 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.3M	0.4%	20,831 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$881K	0.3%	21,375 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$389K	0.1%	6,508 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$391K	0.1%	7,591 SH
DOW INC	COM	$254K	0.1%	7,278 SH
ELEVANCE HEALTH INC	COM	$282K	0.1%	649 SH
EMERSON ELEC CO	COM	$295K	0.1%	2,690 SH
EPAM SYS INC	COM	$986K	0.3%	5,839 SH
EXXON MOBIL CORP	COM	$370K	0.1%	3,111 SH
FEDERATED HERMES INC	CL B	$351K	0.1%	8,603 SH
FEDEX CORP	COM	$1.2M	0.4%	4,962 SH
FIDELITY NATL INFORMATION SV	COM	$370K	0.1%	4,956 SH
FIRSTCASH HOLDINGS INC	COM	$693K	0.2%	5,757 SH
HOME DEPOT INC	COM	$1.7M	0.5%	4,524 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$864K	0.3%	5,217 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.7M	0.5%	9,817 SH
INTERNATIONAL BUSINESS MACHS	COM	$621K	0.2%	2,499 SH
ISHARES TR	3 7 YR TREAS BD	$8.1M	2.4%	68,958 SH
ISHARES TR	CORE S&P500 ETF	$2.6M	0.8%	4,576 SH
ISHARES TR	SHRT NAT MUN ETF	$3.8M	1.1%	36,385 SH
ISHARES U S ETF TR	SHORT DURATION B	$11.8M	3.5%	231,482 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$12.0M	3.6%	231,678 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	0.4%	30,277 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$15.8M	4.7%	312,172 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$12.4M	3.7%	244,613 SH
JEFFERIES FINL GROUP INC	COM	$1.5M	0.4%	27,627 SH
JOHNSON & JOHNSON	COM	$318K	0.1%	1,920 SH
KINDER MORGAN INC DEL	COM	$401K	0.1%	14,069 SH
LAM RESEARCH CORP	COM NEW	$1.2M	0.3%	15,789 SH
LOCKHEED MARTIN CORP	COM	$1.3M	0.4%	2,988 SH
LSB INDS INC	COM	$198K	0.1%	30,000 SH
MASTERCARD INCORPORATED	CL A	$398K	0.1%	727 SH
MERCK & CO INC	COM	$374K	0.1%	4,132 SH
MICROSOFT CORP	COM	$1.9M	0.6%	5,085 SH
NRG ENERGY INC	COM NEW	$583K	0.2%	6,106 SH
NU HLDGS LTD	ORD SHS CL A	$496K	0.1%	48,426 SH
NVIDIA CORPORATION	COM	$1.8M	0.5%	16,255 SH
OLD REP INTL CORP	COM	$433K	0.1%	11,034 SH
OMNICOM GROUP INC	COM	$317K	0.1%	3,790 SH
ONEOK INC NEW	COM	$584K	0.2%	5,883 SH
PFIZER INC	COM	$292K	0.1%	11,523 SH
PGIM ETF TR	PGIM ULTRA SH BD	$16.5M	4.9%	331,190 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$2.8M	0.8%	56,013 SH
PROGRESSIVE CORP	COM	$1.7M	0.5%	6,078 SH
PRUDENTIAL FINL INC	COM	$386K	0.1%	3,455 SH
PURE STORAGE INC	CL A	$503K	0.1%	11,372 SH
SCHWAB CHARLES CORP	COM	$1.4M	0.4%	17,899 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$13.9M	4.1%	572,719 SH
SOUTHERN CO	COM	$403K	0.1%	4,386 SH
SOUTHWEST AIRLS CO	COM	$579K	0.2%	17,163 SH
SPARTANNASH CO	COM	$315K	0.1%	15,388 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.1M	0.3%	30,037 SH
SPDR SER TR	PORTFOLIO S&P500	$2.9M	0.9%	44,748 SH
SPDR SER TR	PORTFOLIO S&P600	$1.2M	0.4%	29,410 SH
SPDR SER TR	PRTFLO S&P500 GW	$2.9M	0.9%	36,551 SH
SPDR SER TR	PRTFLO S&P500 VL	$2.9M	0.9%	56,370 SH
SPIRE INC	COM	$402K	0.1%	5,093 SH
T-MOBILE US INC	COM	$1.8M	0.5%	6,826 SH
TARGA RES CORP	COM	$200K	0.1%	1,000 SH
THE CIGNA GROUP	COM	$1.3M	0.4%	3,986 SH
TJX COS INC NEW	COM	$256K	0.1%	2,102 SH
TRAVEL PLUS LEISURE CO	COM	$319K	0.1%	6,897 SH
UNITED PARCEL SERVICE INC	CL B	$213K	0.1%	1,935 SH
UNITED RENTALS INC	COM	$1.4M	0.4%	2,276 SH
UNITED THERAPEUTICS CORP DEL	COM	$669K	0.2%	2,170 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	0.5%	2,926 SH
UNUM GROUP	COM	$494K	0.1%	6,064 SH
US BANCORP DEL	COM NEW	$392K	0.1%	9,181 SH
VALERO ENERGY CORP	COM	$1.6M	0.5%	12,244 SH
VANGUARD INDEX FDS	GROWTH ETF	$42.0M	12.4%	113,200 SH
VANGUARD INDEX FDS	MID CAP ETF	$775K	0.2%	2,998 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$38.7M	11.4%	75,272 SH
VANGUARD INDEX FDS	SMALL CP ETF	$17.4M	5.1%	78,491 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.5M	4.3%	286,003 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$41.5M	12.3%	321,618 SH
VERIZON COMMUNICATIONS INC	COM	$391K	0.1%	8,629 SH
VERTEX PHARMACEUTICALS INC	COM	$1.3M	0.4%	2,772 SH
VISA INC	COM CL A	$425K	0.1%	1,214 SH
WASTE MGMT INC DEL	COM	$2.0M	0.6%	8,650 SH
ZSCALER INC	COM	$446K	0.1%	2,248 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001762068-26-000006	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001762068-26-000003	$420.5M	View
Oct 31, 2025	Q3 2025