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: $420.5M106 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.6M	0.6%Prev: 0.7%	11,419 SH	Decreased-256 SH
ADOBE INC	COM	$1.6M	0.4%Prev: 0.4%	4,499 SH	Increased+340 SH
ALPHABET INC	CAP STK CL A	$362K	0.1%Prev: 0.1%	1,156 SH	Increased
ALPHABET INC	CAP STK CL C	$2.8M	0.7%Prev: 0.5%	8,798 SH	Increased-108 SH
AMAZON COM INC	COM	$2.8M	0.7%Prev: 0.7%	12,015 SH	Increased+83 SH
AMEREN CORP	COM	$466K	0.1%Prev: 0.1%	4,666 SH	Decreased
AMERICAN TOWER CORP NEW	COM	$382K	0.1%Prev: 0.1%	2,176 SH	Increased+224 SH
APPLE INC	COM	$4.2M	1.0%Prev: 1.0%	15,605 SH	Increased-262 SH
AQUESTIVE THERAPEUTICS INC	COM	$109K	0.0%	16,950 SH	New
ARES CAPITAL CORP	COM	$1.9M	0.4%Prev: 0.5%	92,495 SH	Increased+3,671 SH
AT&T INC	COM	$488K	0.1%Prev: 0.1%	19,648 SH	Decreased+1,480 SH
AVISTA CORP	COM	$434K	0.1%	11,272 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.4%Prev: 0.4%	3,361 SH	Increased+133 SH
BLACKSTONE INC	COM	$1.4M	0.3%Prev: 0.3%	9,168 SH	Increased+959 SH
BLACKSTONE MTG TR INC	COM CL A	$406K	0.1%Prev: 0.1%	21,214 SH	Increased+1,929 SH
BOEING CO	COM	$726K	0.2%Prev: 0.1%	3,343 SH	Increased+1,317 SH
BOOKING HOLDINGS INC	COM	$2.2M	0.5%Prev: 0.5%	403 SH	Decreased+2 SH
BRISTOL-MYERS SQUIBB CO	COM	$712K	0.2%Prev: 0.1%	13,202 SH	Increased+595 SH
CARETRUST REIT INC	COM	$560K	0.1%Prev: 0.1%	15,491 SH	Increased+615 SH
CISCO SYS INC	COM	$526K	0.1%Prev: 0.1%	6,831 SH	Increased+309 SH
CLOROX CO DEL	COM	$371K	0.1%Prev: 0.1%	3,680 SH	Decreased+386 SH
CLOUDFLARE INC	CL A COM	$1.9M	0.4%Prev: 0.5%	9,495 SH	Decreased+40 SH
CME GROUP INC	COM	$431K	0.1%Prev: 0.1%	1,580 SH	Increased+134 SH
CNA FINL CORP	COM	$418K	0.1%Prev: 0.1%	8,751 SH	Increased+893 SH
CONOCOPHILLIPS	COM	$211K	0.1%Prev: 0.1%	2,257 SH	Decreased-3,517 SH
COOPER COS INC	COM	$1.7M	0.4%Prev: 0.3%	21,126 SH	Increased+937 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.4%Prev: 0.4%	1,937 SH	Decreased+94 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$275K	0.1%Prev: 0.1%	6,940 SH	Increased
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.5M	0.4%Prev: 0.4%	20,831 SH	Increased
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$996K	0.2%Prev: 0.2%	21,375 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$423K	0.1%Prev: 0.1%	6,065 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$421K	0.1%Prev: 0.1%	7,073 SH	Decreased-388 SH
DOMINION ENERGY INC	COM	$386K	0.1%	6,581 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$200K	0.0%Prev: 0.1%	571 SH	Decreased-70 SH
EMERSON ELEC CO	COM	$357K	0.1%Prev: 0.1%	2,690 SH	Increased
EXXON MOBIL CORP	COM	$455K	0.1%Prev: 0.1%	3,784 SH	Increased+311 SH
FEDERATED HERMES INC	CL B	$522K	0.1%Prev: 0.1%	10,028 SH	Increased+1,025 SH
FEDEX CORP	COM	$1.9M	0.4%Prev: 0.4%	6,509 SH	Increased+47 SH
FIRSTCASH HOLDINGS INC	COM	$887K	0.2%Prev: 0.2%	5,563 SH	Increased+22 SH
HOME DEPOT INC	COM	$1.7M	0.4%Prev: 0.5%	4,796 SH	Decreased+81 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.0M	0.2%Prev: 0.3%	15,648 SH	Decreased-42 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.6M	0.4%Prev: 0.4%	10,003 SH	Decreased+210 SH
INTERNATIONAL BUSINESS MACHS	COM	$717K	0.2%Prev: 0.2%	2,420 SH	Increased-76 SH
ISHARES TR	3 7 YR TREAS BD	$10.0M	2.4%Prev: 2.4%	83,699 SH	Increased+3,103 SH
ISHARES TR	CORE S&P500 ETF	$3.1M	0.7%Prev: 0.8%	4,492 SH	Increased-92 SH
ISHARES TR	SHRT NAT MUN ETF	$3.9M	0.9%Prev: 1.0%	36,474 SH	Decreased-1,149 SH
ISHARES U S ETF TR	SHORT DURATION B	$15.0M	3.6%Prev: 3.6%	294,157 SH	Increased+13,985 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$15.9M	3.8%Prev: 3.6%	304,150 SH	Increased+31,428 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.9M	0.5%Prev: 0.5%	37,535 SH	Increased+772 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$23.3M	5.5%Prev: 5.0%	461,016 SH	Increased+65,110 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$12.1M	2.9%Prev: 3.3%	237,529 SH	Decreased-19,319 SH
JEFFERIES FINL GROUP INC	COM	$1.7M	0.4%Prev: 0.4%	26,750 SH	Decreased+355 SH
JOHNSON & JOHNSON	COM	$374K	0.1%Prev: 0.1%	1,807 SH	Increased-49 SH
KINDER MORGAN INC DEL	COM	$449K	0.1%Prev: 0.1%	16,333 SH	Increased+1,347 SH
KODIAK GAS SVCS INC	COM	$308K	0.1%	8,234 SH	New
LAM RESEARCH CORP	COM NEW	$2.7M	0.6%Prev: 0.5%	15,574 SH	Increased-456 SH
LOCKHEED MARTIN CORP	COM	$1.7M	0.4%Prev: 0.4%	3,478 SH	Decreased+15 SH
LSB INDS INC	COM	$111K	0.0%Prev: 0.0%	13,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$406K	0.1%Prev: 0.1%	712 SH	Decreased-7 SH
MERCK & CO INC	COM	$396K	0.1%Prev: 0.1%	3,766 SH	Increased
MICRON TECHNOLOGY INC	COM	$285K	0.1%	1,000 SH	New
MICROSOFT CORP	COM	$2.5M	0.6%Prev: 0.7%	5,183 SH	Decreased-67 SH
MONSTER BEVERAGE CORP NEW	COM	$256K	0.1%Prev: 0.1%	3,335 SH	Increased
NU HLDGS LTD	ORD SHS CL A	$842K	0.2%Prev: 0.2%	50,284 SH	Increased+607 SH
NVIDIA CORPORATION	COM	$2.8M	0.7%Prev: 0.7%	14,953 SH	Increased+371 SH
OLD REP INTL CORP	COM	$556K	0.1%Prev: 0.1%	12,179 SH	Increased+592 SH
OMNICOM GROUP INC	COM	$417K	0.1%Prev: 0.1%	5,159 SH	Increased+503 SH
ONEOK INC NEW	COM	$499K	0.1%Prev: 0.1%	6,785 SH	Increased+205 SH
PARKER-HANNIFIN CORP	COM	$239K	0.1%Prev: 0.1%	272 SH	Increased
PFIZER INC	COM	$356K	0.1%Prev: 0.1%	14,306 SH	Increased+1,353 SH
PGIM ETF TR	PGIM ULTRA SH BD	$23.7M	5.6%Prev: 5.2%	478,313 SH	Increased+61,979 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$3.6M	0.9%Prev: 0.8%	71,459 SH	Increased+7,382 SH
PROGRESSIVE CORP	COM	$1.6M	0.4%Prev: 0.4%	6,906 SH	Increased+632 SH
PRUDENTIAL FINL INC	COM	$459K	0.1%Prev: 0.1%	4,070 SH	Increased+324 SH
PURE STORAGE INC	CL A	$762K	0.2%Prev: 0.2%	11,370 SH	Decreased+76 SH
REALTY INCOME CORP	COM	$388K	0.1%Prev: 0.1%	6,886 SH	Increased+635 SH
ROCKET COS INC	COM CL A	$908K	0.2%	46,890 SH	New
SCHWAB CHARLES CORP	COM	$1.8M	0.4%Prev: 0.4%	17,651 SH	Increased+137 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$21.9M	5.2%Prev: 4.9%	899,719 SH	Increased+92,967 SH
SOUTHERN CO	COM	$445K	0.1%Prev: 0.1%	5,105 SH	Increased+445 SH
SOUTHWEST AIRLS CO	COM	$965K	0.2%Prev: 0.2%	23,360 SH	Increased+60 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.4M	0.3%Prev: 0.3%	31,535 SH	Increased+1,165 SH
SPDR SERIES TRUST	STATE STREET SPD	$12.8M	3.0%	179,104 SH	New
SPIRE INC	COM	$486K	0.1%Prev: 0.1%	5,881 SH	Increased+374 SH
T-MOBILE US INC	COM	$1.4M	0.3%Prev: 0.4%	7,035 SH	Decreased+522 SH
THE CIGNA GROUP	COM	$1.5M	0.3%Prev: 0.4%	5,338 SH	Increased+415 SH
TJX COS INC NEW	COM	$323K	0.1%Prev: 0.1%	2,102 SH	Increased
TRAVEL PLUS LEISURE CO	COM	$552K	0.1%Prev: 0.1%	7,828 SH	Increased+348 SH
UNITED PARCEL SERVICE INC	CL B	$388K	0.1%Prev: 0.1%	3,910 SH	Increased+344 SH
UNITED RENTALS INC	COM	$1.7M	0.4%Prev: 0.5%	2,087 SH	Decreased-48 SH
UNITED THERAPEUTICS CORP DEL	COM	$992K	0.2%Prev: 0.2%	2,035 SH	Increased-52 SH
UNITEDHEALTH GROUP INC	COM	$1.6M	0.4%Prev: 0.4%	4,781 SH	Increased+505 SH
US BANCORP DEL	COM NEW	$581K	0.1%Prev: 0.1%	10,880 SH	Increased+677 SH
VALERO ENERGY CORP	COM	$2.3M	0.5%Prev: 0.6%	14,041 SH	Decreased+193 SH
VANGUARD INDEX FDS	GROWTH ETF	$51.6M	12.3%Prev: 12.7%	105,757 SH	Increased-981 SH
VANGUARD INDEX FDS	MID CAP ETF	$771K	0.2%Prev: 0.2%	2,658 SH	Decreased-231 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$45.5M	10.8%Prev: 11.1%	72,591 SH	Increased-485 SH
VANGUARD INDEX FDS	SMALL CP ETF	$21.1M	5.0%Prev: 5.1%	81,626 SH	Increased+462 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.0M	4.3%Prev: 4.3%	288,285 SH	Increased+1,386 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$46.9M	11.2%Prev: 11.5%	326,990 SH	Increased-376 SH
VERIZON COMMUNICATIONS INC	COM	$438K	0.1%Prev: 0.1%	10,747 SH	Increased+1,033 SH
VERTEX PHARMACEUTICALS INC	COM	$1.8M	0.4%Prev: 0.4%	3,925 SH	Increased+275 SH
VISA INC	COM CL A	$360K	0.1%Prev: 0.1%	1,027 SH	Decreased-173 SH
VITAL FARMS INC	COM	$582K	0.1%	18,237 SH	New
WASTE MGMT INC DEL	COM	$2.1M	0.5%Prev: 0.5%	9,602 SH	Increased+316 SH
ZSCALER INC	COM	$585K	0.1%Prev: 0.2%	2,602 SH	Decreased+59 SH

Sold (vs prior filing)

AIR LEASE CORP — $824K
BLACKROCK INC — $202K
DEXCOM INC — $621K
FIDELITY NATL INFORMATION SV — $352K
SPDR SERIES TRUST — $219K
SPDR SERIES TRUST — $3.5M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $3.7M
SPDR SERIES TRUST — $3.2M
UNUM GROUP — $494K

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