Holders — by stockHoldings — by fund
MBM WEALTH CONSULTANTS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001762068
$518.6M
disclosed book value
123
positions
11.1%
largest position share
Positions, as of 2026-06-30
top 100 of 123 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 666,368 | $57.4M | 11.1% |
| 2 | VYMVANGUARD WHITEHALL FDS | 329,351 | $52.0M | 10% |
| 3 | VOOVANGUARD INDEX FDS | 73,189 | $50.3M | 9.7% |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 560,962 | $28.4M | 5.5% |
| 5 | PULSPGIM ETF TR | 570,844 | $28.3M | 5.5% |
| 6 | SCHOSCHWAB STRATEGIC TR | 1.1M | $26.8M | 5.2% |
| 7 | JPLDJ P MORGAN EXCHANGE TRADED F | 513,387 | $26.8M | 5.2% |
| 8 | VBVANGUARD INDEX FDS | 77,964 | $23.6M | 4.6% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 314,916 | $22.4M | 4.3% |
| 10 | VOVANGUARD INDEX FDS | 207,708 | $16.7M | 3.2% |
| 11 | IEIISHARES TR | 111,055 | $13.0M | 2.5% |
| 12 | BONDPIMCO ETF TR | 140,381 | $12.9M | 2.5% |
| 13 | JMSTJ P MORGAN EXCHANGE TRADED F | 245,679 | $12.5M | 2.4% |
| 14 | AAPLAPPLE INC | 26,078 | $7.5M | 1.5% |
| 15 | LRCXLAM RESEARCH CORP | 15,869 | $6.9M | 1.3% |
| 16 | SMMUPIMCO ETF TR | 92,079 | $4.6M | 0.9% |
| 17 | SPYGSPDR SERIES TRUST | 33,944 | $4.0M | 0.8% |
| 18 | SPYMSPDR SERIES TRUST | 44,032 | $3.9M | 0.7% |
| 19 | SPYVSPDR SERIES TRUST | 61,919 | $3.8M | 0.7% |
| 20 | VLOVALERO ENERGY CORP | 14,167 | $3.7M | 0.7% |
| 21 | GOOGALPHABET INC | 9,673 | $3.4M | 0.7% |
| 22 | IVVISHARES TR | 4,477 | $3.4M | 0.6% |
| 23 | NVDANVIDIA CORPORATION | 16,242 | $3.2M | 0.6% |
| 24 | AMZNAMAZON COM INC | 13,291 | $3.2M | 0.6% |
| 25 | ABBVABBVIE INC | 12,001 | $3.0M | 0.6% |
| 26 | URIUNITED RENTALS INC | 2,472 | $2.8M | 0.5% |
| 27 | NETCLOUDFLARE INC | 11,233 | $2.8M | 0.5% |
| 28 | MSFTMICROSOFT CORP | 6,364 | $2.4M | 0.5% |
| 29 | VRTXVERTEX PHARMACEUTICALS INC | 4,750 | $2.4M | 0.5% |
| 30 | FDXFEDEX CORP | 7,364 | $2.3M | 0.4% |
| 31 | BKNGBOOKING HOLDINGS INC | 12,554 | $2.2M | 0.4% |
| 32 | HDHOME DEPOT INC | 6,149 | $2.2M | 0.4% |
| 33 | COSTCOSTCO WHOLESALE CORPORATION | 2,312 | $2.2M | 0.4% |
| 34 | WMWASTE MGMT INC DEL | 9,699 | $2.2M | 0.4% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,242 | $2.1M | 0.4% |
| 36 | VSDMVANGUARD MUN BD FDS | 27,594 | $2.1M | 0.4% |
| 37 | LLYELI LILLY & CO | 1,753 | $2.1M | 0.4% |
| 38 | LMTLOCKHEED MARTIN CORP | 4,061 | $2.1M | 0.4% |
| 39 | UNHUNITEDHEALTH GROUP INC | 4,820 | $2.0M | 0.4% |
| 40 | SCHWSCHWAB CHARLES CORP | 21,681 | $2.0M | 0.4% |
| 41 | JMUBJ P MORGAN EXCHANGE TRADED F | 38,357 | $1.9M | 0.4% |
| 42 | CGSMCAPITAL GRP FIXED INCM ETF T | 73,473 | $1.9M | 0.4% |
| 43 | CITHE CIGNA GROUP | 6,683 | $1.8M | 0.4% |
| 44 | SPSMSPDR SERIES TRUST | 31,187 | $1.8M | 0.3% |
| 45 | DFUSDIMENSIONAL ETF TRUST | 20,831 | $1.7M | 0.3% |
| 46 | SPDWSPDR INDEX SHS FDS | 33,319 | $1.7M | 0.3% |
| 47 | PGRPROGRESSIVE CORP | 7,440 | $1.6M | 0.3% |
| 48 | BXBLACKSTONE INC | 13,765 | $1.6M | 0.3% |
| 49 | COOCOOPER COS INC | 22,275 | $1.6M | 0.3% |
| 50 | ICEINTERCONTINENTAL EXCHANGE IN | 12,594 | $1.6M | 0.3% |
| 51 | TMUST-MOBILE US INC | 9,149 | $1.5M | 0.3% |
| 52 | IBKRINTERACTIVE BROKERS GROUP IN | 17,492 | $1.5M | 0.3% |
| 53 | SPMDSPDR SERIES TRUST | 20,788 | $1.4M | 0.3% |
| 54 | LUVSOUTHWEST AIRLS CO | 27,191 | $1.4M | 0.3% |
| 55 | ORCLORACLE CORP | 9,335 | $1.4M | 0.3% |
| 56 | FCFSFIRSTCASH HOLDINGS INC | 6,304 | $1.4M | 0.3% |
| 57 | UTHRUNITED THERAPEUTICS CORP DEL | 2,327 | $1.3M | 0.2% |
| 58 | DFUVDIMENSIONAL ETF TRUST | 21,375 | $1.2M | 0.2% |
| 59 | MUMICRON TECHNOLOGY INC | 1,012 | $1.2M | 0.2% |
| 60 | PEVERPURE INC | 13,861 | $1.1M | 0.2% |
| 61 | SUBISHARES TR | 9,541 | $1.0M | 0.2% |
| 62 | ADBEADOBE INC | 4,949 | $1.0M | 0.2% |
| 63 | RKTROCKET COS INC | 60,606 | $954,545 | 0.2% |
| 64 | BABOEING CO | 3,989 | $863,499 | 0.2% |
| 65 | NUNU HLDGS LTD | 64,567 | $862,619 | 0.2% |
| 66 | IBMINTERNATIONAL BUSINESS MACHS | 2,992 | $841,465 | 0.2% |
| 67 | XOMEXXON MOBIL CORP | 6,104 | $834,496 | 0.2% |
| 68 | VVVANGUARD INDEX FDS | 2,395 | $823,664 | 0.2% |
| 69 | BMYBRISTOL-MYERS SQUIBB CO | 14,057 | $809,964 | 0.2% |
| 70 | USBUS BANCORP | 12,142 | $733,379 | 0.1% |
| 71 | TNLTRAVEL PLUS LEISURE CO | 8,709 | $665,629 | 0.1% |
| 72 | CTRECARETRUST REIT INC | 16,454 | $663,909 | 0.1% |
| 73 | KGSKODIAK GAS SVCS INC | 8,535 | $641,235 | 0.1% |
| 74 | OKEONEOK INC NEW | 7,324 | $636,725 | 0.1% |
| 75 | HOODROBINHOOD MKTS INC | 6,121 | $613,814 | 0.1% |
| 76 | ORIOLD REP INTL CORP | 14,718 | $602,265 | 0.1% |
| 77 | FHIFEDERATED HERMES INC | 10,840 | $598,585 | 0.1% |
| 78 | SOSOUTHERN CO | 6,060 | $580,048 | 0.1% |
| 79 | ZSZSCALER INC | 4,049 | $571,516 | 0.1% |
| 80 | AVAAVISTA CORP | 13,970 | $571,513 | 0.1% |
| 81 | KMIKINDER MORGAN INC DEL | 17,681 | $565,262 | 0.1% |
| 82 | CNACNA FINL CORP | 11,475 | $557,800 | 0.1% |
| 83 | ARCCARES CAPITAL CORP | 29,900 | $554,045 | 0.1% |
| 84 | PRUPRUDENTIAL FINL INC | 5,127 | $553,338 | 0.1% |
| 85 | AEEAMEREN CORP | 4,879 | $551,522 | 0.1% |
| 86 | OREALTY INCOME CORP | 8,848 | $548,222 | 0.1% |
| 87 | TAT&T INC | 25,787 | $533,786 | 0.1% |
| 88 | FDXFFEDEX FGHT HLDG CO INC | 3,488 | $526,688 | 0.1% |
| 89 | SRSPIRE INC | 6,742 | $526,452 | 0.1% |
| 90 | DDOMINION ENERGY INC | 7,686 | $524,877 | 0.1% |
| 91 | MRKMERCK & CO INC | 4,081 | $524,352 | 0.1% |
| 92 | CLXCLOROX CO DEL | 5,431 | $518,335 | 0.1% |
| 93 | VZVERIZON COMMUNICATIONS INC | 12,232 | $517,904 | 0.1% |
| 94 | DFASDIMENSIONAL ETF TRUST | 6,065 | $499,392 | 0.1% |
| 95 | OMCOMNICOM GROUP INC | 6,799 | $495,149 | 0.1% |
| 96 | UPSUNITED PARCEL SVCS INC | 4,497 | $483,428 | 0.1% |
| 97 | VVISA INC | 1,388 | $476,209 | 0.1% |
| 98 | JNJJOHNSON & JOHNSON | 1,842 | $467,813 | 0.1% |
| 99 | AMTAMERICAN TOWER CORP | 2,852 | $466,502 | 0.1% |
| 100 | BXMTBLACKSTONE MORTGAGE TRUST IN | 26,561 | $450,212 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.