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: $518.6M123 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$272K	0.1%Prev: 0.1%	1,680 SH	Decreased-1,070 SH
ABBVIE INC	COM	$3.0M	0.6%Prev: 0.6%	12,001 SH	Increased+312 SH
ADOBE INC	COM	$1.0M	0.2%Prev: 0.4%	4,949 SH	Decreased+1,371 SH
ALPHABET INC	CAP STK CL A	$428K	0.1%Prev: 0.1%	1,198 SH	Increased+42 SH
ALPHABET INC	CAP STK CL C	$3.4M	0.7%Prev: 0.5%	9,673 SH	Increased-430 SH
AMAZON COM INC	COM	$3.2M	0.6%Prev: 0.7%	13,291 SH	Increased+983 SH
AMEREN CORP	COM	$552K	0.1%Prev: 0.1%	4,879 SH	Increased+213 SH
AMERICAN TOWER CORP	COM	$467K	0.1%	2,852 SH	New
APPLE INC	COM	$7.5M	1.5%Prev: 0.9%	26,078 SH	Increased+10,369 SH
ARES CAPITAL CORP	COM	$554K	0.1%Prev: 0.5%	29,900 SH	Decreased-54,816 SH
ASML HLDG NV	N Y REGISTRY SHS	$310K	0.1%	156 SH	New
AT&T INC	COM	$534K	0.1%Prev: 0.1%	25,787 SH	Increased+7,784 SH
AVISTA CORP	COM	$572K	0.1%	13,970 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.4%Prev: 0.4%	4,242 SH	Increased+1,446 SH
BLACKSTONE INC	COM	$1.6M	0.3%Prev: 0.3%	13,765 SH	Increased+6,067 SH
BLACKSTONE MORTGAGE TRUST IN	COM CL A	$450K	0.1%	26,561 SH	New
BOEING CO	COM	$863K	0.2%Prev: 0.1%	3,989 SH	Increased+1,963 SH
BOOKING HOLDINGS INC	COM	$2.2M	0.4%Prev: 0.6%	12,554 SH	Decreased+12,151 SH
BRISTOL-MYERS SQUIBB CO	COM	$810K	0.2%	14,057 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$1.9M	0.4%	73,473 SH	New
CARETRUST REIT INC	COM	$664K	0.1%Prev: 0.1%	16,454 SH	Increased+1,596 SH
CATERPILLAR INC	COM	$373K	0.1%	350 SH	New
CENTENE CORP DEL	COM	$238K	0.0%	3,715 SH	New
CISCO SYS INC	COM	$421K	0.1%Prev: 0.1%	3,585 SH	Decreased-2,707 SH
CLOROX CO DEL	COM	$518K	0.1%	5,431 SH	New
CLOUDFLARE INC	CL A COM	$2.8M	0.5%Prev: 0.7%	11,233 SH	Increased-2,247 SH
CME GROUP INC	COM	$413K	0.1%Prev: 0.1%	1,870 SH	Increased+448 SH
CNA FINL CORP	COM	$558K	0.1%Prev: 0.1%	11,475 SH	Increased+4,049 SH
COOPER COS INC	COM	$1.6M	0.3%Prev: 0.3%	22,275 SH	Increased+5,584 SH
COSTCO WHOLESALE CORPORATION	COM	$2.2M	0.4%	2,312 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$308K	0.1%	6,940 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$1.7M	0.3%	20,831 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.2M	0.2%Prev: 0.2%	21,375 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$499K	0.1%Prev: 0.1%	6,065 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$433K	0.1%Prev: 0.1%	6,189 SH	Increased-1,402 SH
DOMINION ENERGY INC	COM	$525K	0.1%	7,686 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$221K	0.0%	571 SH	New
ELI LILLY & CO	COM	$2.1M	0.4%	1,753 SH	New
EVERPURE INC	CL A	$1.1M	0.2%	13,861 SH	New
EXXON MOBIL CORP	COM	$834K	0.2%Prev: 0.1%	6,104 SH	Increased+2,710 SH
FEDERATED HERMES INC	CL B	$599K	0.1%Prev: 0.1%	10,840 SH	Increased+1,669 SH
FEDEX CORP	COM	$2.3M	0.4%Prev: 0.4%	7,364 SH	Increased+1,215 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$527K	0.1%	3,488 SH	New
FIRSTCASH HOLDINGS INC	COM	$1.4M	0.3%Prev: 0.2%	6,304 SH	Increased+734 SH
HOME DEPOT INC	COM	$2.2M	0.4%Prev: 0.5%	6,149 SH	Increased+1,442 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.5M	0.3%Prev: 0.3%	17,492 SH	Increased-146 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.6M	0.3%Prev: 0.5%	12,594 SH	Decreased+3,207 SH
INTERNATIONAL BUSINESS MACHS	COM	$841K	0.2%Prev: 0.2%	2,992 SH	Increased+508 SH
ISHARES INC	CORE MSCI EMKT	$258K	0.0%	3,113 SH	New
ISHARES TR	3 7 YR TREAS BD	$13.0M	2.5%Prev: 2.3%	111,055 SH	Increased+38,150 SH
ISHARES TR	CORE MSCI EAFE	$273K	0.1%	2,830 SH	New
ISHARES TR	CORE S&P500 ETF	$3.4M	0.6%Prev: 0.8%	4,477 SH	Increased-107 SH
ISHARES TR	RUS 1000 GRW ETF	$265K	0.1%	2,132 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.0M	0.2%Prev: 1.1%	9,541 SH	Decreased-28,080 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$26.8M	5.2%Prev: 3.4%	513,387 SH	Increased+272,873 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.9M	0.4%Prev: 0.5%	38,357 SH	Increased+1,649 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$28.4M	5.5%Prev: 4.4%	560,962 SH	Increased+233,507 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$12.5M	2.4%Prev: 3.4%	245,679 SH	Decreased-2,768 SH
JEFFERIES FINANCIAL GROUP IN	COM	$242K	0.0%	4,851 SH	New
JOHNSON & JOHNSON	COM	$468K	0.1%Prev: 0.1%	1,842 SH	Increased-51 SH
KINDER MORGAN INC DEL	COM	$565K	0.1%Prev: 0.1%	17,681 SH	Increased+3,219 SH
KODIAK GAS SVCS INC	COM	$641K	0.1%	8,535 SH	New
LAM RESEARCH CORP	COM NEW	$6.9M	1.3%Prev: 0.5%	15,869 SH	Increased-4,008 SH
LOCKHEED MARTIN CORP	COM	$2.1M	0.4%Prev: 0.4%	4,061 SH	Increased+965 SH
LSB INDS INC	COM	$141K	0.0%Prev: 0.0%	13,000 SH	Increased
MASTERCARD INCORPORATED	CL A	$406K	0.1%Prev: 0.1%	791 SH	Decreased+64 SH
MERCK & CO INC	COM	$524K	0.1%Prev: 0.1%	4,081 SH	Increased+315 SH
MICRON TECHNOLOGY INC	COM	$1.2M	0.2%	1,012 SH	New
MICROSOFT CORP	COM	$2.4M	0.5%Prev: 0.7%	6,364 SH	Decreased+985 SH
MONSTER BEVERAGE CORP NEW	COM	$322K	0.1%Prev: 0.1%	3,351 SH	Increased+16 SH
NU HLDGS LTD	ORD SHS CL A	$863K	0.2%Prev: 0.2%	64,567 SH	Increased+6,638 SH
NVIDIA CORPORATION	COM	$3.2M	0.6%Prev: 0.7%	16,242 SH	Increased-1,142 SH
OLD REP INTL CORP	COM	$602K	0.1%Prev: 0.1%	14,718 SH	Increased+3,252 SH
OMNICOM GROUP INC	COM	$495K	0.1%Prev: 0.1%	6,799 SH	Increased+2,483 SH
ONEOK INC NEW	COM	$637K	0.1%Prev: 0.1%	7,324 SH	Increased+1,176 SH
ORACLE CORP	COM	$1.4M	0.3%	9,335 SH	New
PARKER-HANNIFIN CORP	COM	$246K	0.0%	251 SH	New
PAYCHEX INC	COM	$307K	0.1%	3,127 SH	New
PFIZER INC	COM	$444K	0.1%Prev: 0.1%	18,437 SH	Increased+5,168 SH
PGIM ETF TR	PGIM ULTRA SH BD	$28.3M	5.5%Prev: 4.7%	570,844 SH	Increased+220,706 SH
PIMCO ETF TR	ACTIVE BD ETF	$12.9M	2.5%	140,381 SH	New
PIMCO ETF TR	SHTRM MUN BD ACT	$4.6M	0.9%Prev: 0.8%	92,079 SH	Increased+31,597 SH
PROGRESSIVE CORP	COM	$1.6M	0.3%Prev: 0.4%	7,440 SH	Increased+2,128 SH
PRUDENTIAL FINL INC	COM	$553K	0.1%Prev: 0.1%	5,127 SH	Increased+1,337 SH
REALTY INCOME CORP	COM	$548K	0.1%Prev: 0.1%	8,848 SH	Increased+2,835 SH
ROBINHOOD MKTS INC	COM CL A	$614K	0.1%	6,121 SH	New
ROCKET COS INC	COM CL A	$955K	0.2%	60,606 SH	New
SCHWAB CHARLES CORP	COM	$2.0M	0.4%Prev: 0.4%	21,681 SH	Increased+4,159 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$26.8M	5.2%Prev: 4.0%	1,110,545 SH	Increased+498,271 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$215K	0.0%	223 SH	New
SOUTHERN CO	COM	$580K	0.1%Prev: 0.1%	6,060 SH	Increased+1,485 SH
SOUTHWEST AIRLS CO	COM	$1.4M	0.3%Prev: 0.2%	27,191 SH	Increased+3,718 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$1.7M	0.3%	33,319 SH	New
SPDR SERIES TRUST	ST STR P400MID	$1.4M	0.3%	20,788 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$3.9M	0.7%	44,032 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$4.0M	0.8%	33,944 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$3.8M	0.7%	61,919 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$247K	0.0%	2,716 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$1.8M	0.3%	31,187 SH	New
SPIRE INC	COM	$526K	0.1%Prev: 0.1%	6,742 SH	Increased+1,375 SH
T-MOBILE US INC	COM	$1.5M	0.3%Prev: 0.4%	9,149 SH	Increased+3,437 SH
THE CIGNA GROUP	COM	$1.8M	0.4%Prev: 0.4%	6,683 SH	Increased+2,528 SH
TJX COS INC NEW	COM	$322K	0.1%Prev: 0.1%	2,126 SH	Increased+24 SH
TRAVEL PLUS LEISURE CO	COM	$666K	0.1%Prev: 0.1%	8,709 SH	Increased+1,156 SH
UNITED PARCEL SVCS INC	CL B	$483K	0.1%	4,497 SH	New
UNITED RENTALS INC	COM	$2.8M	0.5%Prev: 0.5%	2,472 SH	Increased-62 SH
UNITED THERAPEUTICS CORP DEL	COM	$1.3M	0.2%Prev: 0.2%	2,327 SH	Increased-5 SH
UNITEDHEALTH GROUP INC	COM	$2.0M	0.4%Prev: 0.3%	4,820 SH	Increased+1,771 SH
US BANCORP	COM NEW	$733K	0.1%	12,142 SH	New
VALERO ENERGY CORP	COM	$3.7M	0.7%Prev: 0.5%	14,167 SH	Increased-848 SH
VANGUARD INDEX FDS	GROWTH ETF	$57.4M	11.1%Prev: 13.5%	666,368 SH	Increased+551,706 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$824K	0.2%	2,395 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$16.7M	3.2%Prev: 0.2%	207,708 SH	Increased+204,778 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$50.3M	9.7%Prev: 11.7%	73,189 SH	Increased-3,431 SH
VANGUARD INDEX FDS	SMALL CP ETF	$23.6M	4.6%Prev: 5.2%	77,964 SH	Increased-4,187 SH
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$2.1M	0.4%	27,594 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.4M	4.3%Prev: 4.5%	314,916 SH	Increased+23,353 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$52.0M	10.0%Prev: 11.7%	329,351 SH	Increased+902 SH
VERIZON COMMUNICATIONS INC	COM	$518K	0.1%Prev: 0.1%	12,232 SH	Increased+2,823 SH
VERTEX PHARMACEUTICALS INC	COM	$2.4M	0.5%Prev: 0.3%	4,750 SH	Increased+1,875 SH
VISA INC	COM CL A	$476K	0.1%Prev: 0.1%	1,388 SH	Increased+174 SH
WASTE MGMT INC DEL	COM	$2.2M	0.4%Prev: 0.5%	9,699 SH	Increased+1,302 SH
ZSCALER INC	COM	$572K	0.1%Prev: 0.2%	4,049 SH	Decreased+1,125 SH

Sold (vs prior filing)

AIR LEASE CORP — $921K
AMERICAN TOWER CORP NEW — $400K
BLACKSTONE MTG TR INC — $364K
CONOCOPHILLIPS — $508K
COSTCO WHSL CORP NEW — $1.6M
DEXCOM INC — $774K
DIMENSIONAL ETF TRUST — $249K
DIMENSIONAL ETF TRUST — $1.4M
DOW INC — $244K
ELEVANCE HEALTH INC — $252K
EMERSON ELEC CO — $359K
FIDELITY NATL INFORMATION SV — $428K
ISHARES U S ETF TR — $12.2M
JEFFERIES FINL GROUP INC — $1.7M
NRG ENERGY INC — $960K
PURE STORAGE INC — $920K
SPDR INDEX SHS FDS — $1.2M
SPDR SERIES TRUST — $204K
SPDR SERIES TRUST — $3.3M
SPDR SERIES TRUST — $1.3M
… and 5 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