MBM WEALTH CONSULTANTS, LLC

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

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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: $402.7M108 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.7M	0.7%Prev: 0.6%	11,675 SH	Decreased-326 SH
ADOBE INC	COM	$1.5M	0.4%Prev: 0.2%	4,159 SH	Increased-790 SH
AIR LEASE CORP	CL A	$824K	0.2%	12,940 SH	New
ALPHABET INC	CAP STK CL A	$281K	0.1%Prev: 0.1%	1,156 SH	Decreased-42 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.5%Prev: 0.7%	8,906 SH	Decreased-767 SH
AMAZON COM INC	COM	$2.6M	0.7%Prev: 0.6%	11,932 SH	Decreased-1,359 SH
AMEREN CORP	COM	$487K	0.1%Prev: 0.1%	4,666 SH	Decreased-213 SH
AMERICAN TOWER CORP NEW	COM	$375K	0.1%	1,952 SH	New
APPLE INC	COM	$4.0M	1.0%Prev: 1.5%	15,867 SH	Decreased-10,211 SH
ARES CAPITAL CORP	COM	$1.8M	0.5%Prev: 0.1%	88,824 SH	Increased+58,924 SH
AT&T INC	COM	$513K	0.1%Prev: 0.1%	18,168 SH	Decreased-7,619 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.4%Prev: 0.4%	3,228 SH	Decreased-1,014 SH
BLACKROCK INC	COM	$202K	0.1%	173 SH	New
BLACKSTONE INC	COM	$1.4M	0.3%Prev: 0.3%	8,209 SH	Decreased-5,556 SH
BLACKSTONE MTG TR INC	COM CL A	$355K	0.1%	19,285 SH	New
BOEING CO	COM	$437K	0.1%Prev: 0.2%	2,026 SH	Decreased-1,963 SH
BOOKING HOLDINGS INC	COM	$2.2M	0.5%Prev: 0.4%	401 SH	Decreased-12,153 SH
BRISTOL-MYERS SQUIBB CO	COM	$569K	0.1%Prev: 0.2%	12,607 SH	Decreased-1,450 SH
CARETRUST REIT INC	COM	$516K	0.1%Prev: 0.1%	14,876 SH	Decreased-1,578 SH
CISCO SYS INC	COM	$446K	0.1%Prev: 0.1%	6,522 SH	Increased+2,937 SH
CLOROX CO DEL	COM	$406K	0.1%Prev: 0.1%	3,294 SH	Decreased-2,137 SH
CLOUDFLARE INC	CL A COM	$2.0M	0.5%Prev: 0.5%	9,455 SH	Decreased-1,778 SH
CME GROUP INC	COM	$391K	0.1%Prev: 0.1%	1,446 SH	Decreased-424 SH
CNA FINL CORP	COM	$365K	0.1%Prev: 0.1%	7,858 SH	Decreased-3,617 SH
CONOCOPHILLIPS	COM	$546K	0.1%	5,774 SH	New
COOPER COS INC	COM	$1.4M	0.3%Prev: 0.3%	20,189 SH	Decreased-2,086 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.4%	1,843 SH	New
DEXCOM INC	COM	$621K	0.2%	9,228 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$268K	0.1%	6,940 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.5M	0.4%	20,831 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$955K	0.2%Prev: 0.2%	21,375 SH	Decreased
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$415K	0.1%Prev: 0.1%	6,065 SH	Decreased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$434K	0.1%Prev: 0.1%	7,461 SH	Increased+1,272 SH
ELEVANCE HEALTH INC FORMERLY	COM	$207K	0.1%Prev: 0.0%	641 SH	Decreased+70 SH
EMERSON ELEC CO	COM	$353K	0.1%	2,690 SH	New
EXXON MOBIL CORP	COM	$392K	0.1%Prev: 0.2%	3,473 SH	Decreased-2,631 SH
FEDERATED HERMES INC	CL B	$468K	0.1%Prev: 0.1%	9,003 SH	Decreased-1,837 SH
FEDEX CORP	COM	$1.5M	0.4%Prev: 0.4%	6,462 SH	Decreased-902 SH
FIDELITY NATL INFORMATION SV	COM	$352K	0.1%	5,337 SH	New
FIRSTCASH HOLDINGS INC	COM	$878K	0.2%Prev: 0.3%	5,541 SH	Decreased-763 SH
HOME DEPOT INC	COM	$1.9M	0.5%Prev: 0.4%	4,715 SH	Decreased-1,434 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.1M	0.3%Prev: 0.3%	15,690 SH	Decreased-1,802 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.6M	0.4%Prev: 0.3%	9,793 SH	Increased-2,801 SH
INTERNATIONAL BUSINESS MACHS	COM	$704K	0.2%Prev: 0.2%	2,496 SH	Decreased-496 SH
ISHARES TR	3 7 YR TREAS BD	$9.6M	2.4%Prev: 2.5%	80,596 SH	Decreased-30,459 SH
ISHARES TR	CORE S&P500 ETF	$3.1M	0.8%Prev: 0.6%	4,584 SH	Decreased+107 SH
ISHARES TR	SHRT NAT MUN ETF	$4.0M	1.0%Prev: 0.2%	37,623 SH	Increased+28,082 SH
ISHARES U S ETF TR	SHORT DURATION B	$14.4M	3.6%	280,172 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$14.3M	3.6%Prev: 5.2%	272,722 SH	Decreased-240,665 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.9M	0.5%Prev: 0.4%	36,763 SH	Decreased-1,594 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$20.1M	5.0%Prev: 5.5%	395,906 SH	Decreased-165,056 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$13.1M	3.3%Prev: 2.4%	256,848 SH	Increased+11,169 SH
JEFFERIES FINL GROUP INC	COM	$1.7M	0.4%	26,395 SH	New
JOHNSON & JOHNSON	COM	$344K	0.1%Prev: 0.1%	1,856 SH	Decreased+14 SH
KINDER MORGAN INC DEL	COM	$424K	0.1%Prev: 0.1%	14,986 SH	Decreased-2,695 SH
LAM RESEARCH CORP	COM NEW	$2.1M	0.5%Prev: 1.3%	16,030 SH	Decreased+161 SH
LOCKHEED MARTIN CORP	COM	$1.7M	0.4%Prev: 0.4%	3,463 SH	Decreased-598 SH
LSB INDS INC	COM	$102K	0.0%Prev: 0.0%	13,000 SH	Decreased
MASTERCARD INCORPORATED	CL A	$409K	0.1%Prev: 0.1%	719 SH	Increased-72 SH
MERCK & CO INC	COM	$316K	0.1%Prev: 0.1%	3,766 SH	Decreased-315 SH
MICROSOFT CORP	COM	$2.7M	0.7%Prev: 0.5%	5,250 SH	Increased-1,114 SH
MONSTER BEVERAGE CORP NEW	COM	$224K	0.1%Prev: 0.1%	3,335 SH	Decreased-16 SH
NU HLDGS LTD	ORD SHS CL A	$795K	0.2%Prev: 0.2%	49,677 SH	Decreased-14,890 SH
NVIDIA CORPORATION	COM	$2.7M	0.7%Prev: 0.6%	14,582 SH	Decreased-1,660 SH
OLD REP INTL CORP	COM	$492K	0.1%Prev: 0.1%	11,587 SH	Decreased-3,131 SH
OMNICOM GROUP INC	COM	$380K	0.1%Prev: 0.1%	4,656 SH	Decreased-2,143 SH
ONEOK INC NEW	COM	$480K	0.1%Prev: 0.1%	6,580 SH	Decreased-744 SH
PARKER-HANNIFIN CORP	COM	$206K	0.1%Prev: 0.0%	272 SH	Decreased+21 SH
PFIZER INC	COM	$330K	0.1%Prev: 0.1%	12,953 SH	Decreased-5,484 SH
PGIM ETF TR	PGIM ULTRA SH BD	$20.7M	5.2%Prev: 5.5%	416,334 SH	Decreased-154,510 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$3.2M	0.8%Prev: 0.9%	64,077 SH	Decreased-28,002 SH
PROGRESSIVE CORP	COM	$1.5M	0.4%Prev: 0.3%	6,274 SH	Decreased-1,166 SH
PRUDENTIAL FINL INC	COM	$389K	0.1%Prev: 0.1%	3,746 SH	Decreased-1,381 SH
PURE STORAGE INC	CL A	$947K	0.2%	11,294 SH	New
REALTY INCOME CORP	COM	$380K	0.1%Prev: 0.1%	6,251 SH	Decreased-2,597 SH
SCHWAB CHARLES CORP	COM	$1.7M	0.4%Prev: 0.4%	17,514 SH	Decreased-4,167 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$19.7M	4.9%Prev: 5.2%	806,752 SH	Decreased-303,793 SH
SOUTHERN CO	COM	$442K	0.1%Prev: 0.1%	4,660 SH	Decreased-1,400 SH
SOUTHWEST AIRLS CO	COM	$744K	0.2%Prev: 0.3%	23,300 SH	Decreased-3,891 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.3M	0.3%	30,370 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$219K	0.1%	2,716 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$3.5M	0.9%	44,376 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.5M	0.4%	31,351 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$3.7M	0.9%	35,173 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$3.2M	0.8%	58,445 SH	New
SPIRE INC	COM	$449K	0.1%Prev: 0.1%	5,507 SH	Decreased-1,235 SH
T-MOBILE US INC	COM	$1.6M	0.4%Prev: 0.3%	6,513 SH	Increased-2,636 SH
THE CIGNA GROUP	COM	$1.4M	0.4%Prev: 0.4%	4,923 SH	Decreased-1,760 SH
TJX COS INC NEW	COM	$304K	0.1%Prev: 0.1%	2,102 SH	Decreased-24 SH
TRAVEL PLUS LEISURE CO	COM	$445K	0.1%Prev: 0.1%	7,480 SH	Decreased-1,229 SH
UNITED PARCEL SERVICE INC	CL B	$298K	0.1%	3,566 SH	New
UNITED RENTALS INC	COM	$2.0M	0.5%Prev: 0.5%	2,135 SH	Decreased-337 SH
UNITED THERAPEUTICS CORP DEL	COM	$875K	0.2%Prev: 0.2%	2,087 SH	Decreased-240 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	0.4%Prev: 0.4%	4,276 SH	Decreased-544 SH
UNUM GROUP	COM	$494K	0.1%	6,345 SH	New
US BANCORP DEL	COM NEW	$493K	0.1%	10,203 SH	New
VALERO ENERGY CORP	COM	$2.4M	0.6%Prev: 0.7%	13,848 SH	Decreased-319 SH
VANGUARD INDEX FDS	GROWTH ETF	$51.2M	12.7%Prev: 11.1%	106,738 SH	Decreased-559,630 SH
VANGUARD INDEX FDS	MID CAP ETF	$849K	0.2%Prev: 3.2%	2,889 SH	Decreased-204,819 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$44.8M	11.1%Prev: 9.7%	73,076 SH	Decreased-113 SH
VANGUARD INDEX FDS	SMALL CP ETF	$20.6M	5.1%Prev: 4.6%	81,164 SH	Decreased+3,200 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$17.2M	4.3%Prev: 4.3%	286,899 SH	Decreased-28,017 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$46.1M	11.5%Prev: 10.0%	327,366 SH	Decreased-1,985 SH
VERIZON COMMUNICATIONS INC	COM	$427K	0.1%Prev: 0.1%	9,714 SH	Decreased-2,518 SH
VERTEX PHARMACEUTICALS INC	COM	$1.4M	0.4%Prev: 0.5%	3,650 SH	Decreased-1,100 SH
VISA INC	COM CL A	$410K	0.1%Prev: 0.1%	1,200 SH	Decreased-188 SH
WASTE MGMT INC DEL	COM	$2.1M	0.5%Prev: 0.4%	9,286 SH	Decreased-413 SH
ZSCALER INC	COM	$762K	0.2%Prev: 0.1%	2,543 SH	Increased-1,506 SH

Sold (vs prior filing)

3M CO — $272K
AMERICAN TOWER CORP — $467K
ASML HLDG NV — $310K
AVISTA CORP — $572K
BLACKSTONE MORTGAGE TRUST IN — $450K
CAPITAL GRP FIXED INCM ETF T — $1.9M
CATERPILLAR INC — $373K
CENTENE CORP DEL — $238K
COSTCO WHOLESALE CORPORATION — $2.2M
DIMENSIONAL ETF TRUST — $308K
DIMENSIONAL ETF TRUST — $1.7M
DOMINION ENERGY INC — $525K
ELI LILLY & CO — $2.1M
EVERPURE INC — $1.1M
FEDEX FGHT HLDG CO INC — $527K
ISHARES INC — $258K
ISHARES TR — $273K
ISHARES TR — $265K
JEFFERIES FINANCIAL GROUP IN — $242K
KODIAK GAS SVCS INC — $641K
… and 18 more

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