Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MBM WEALTH CONSULTANTS, LLC (CIK 1762068) reported $435.6M across 383 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($49.1M, 11.27%), VUG ($47.2M, 10.84%), VOO ($44.1M, 10.13%), PULS ($24.9M, 5.73%), JPST ($24.4M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $49.1M | 11.27% | 331,376 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $47.2M | 10.84% | 108,120 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $44.1M | 10.13% | 73,857 | Added |
| 4 | PULS | PGIM ETF TR | $24.9M | 5.73% | 503,937 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $24.4M | 5.59% | 481,467 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $23.4M | 5.36% | 962,850 | Added |
| 7 | VB | VANGUARD INDEX FDS | $21.7M | 4.97% | 82,718 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $18.7M | 4.28% | 291,269 | Added |
| 9 | JPLD | J P MORGAN EXCHANGE TRADED F | $17.7M | 4.06% | 339,073 | Added |
| 10 | NEAR | ISHARES U S ETF TR | $17.2M | 3.94% | 337,510 | Added |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | $12.1M | 2.77% | 236,555 | Trimmed |
| 12 | IEI | ISHARES TR | $11.1M | 2.54% | 93,201 | Added |
| 13 | SMMU | PIMCO ETF TR | $4.0M | 0.92% | 79,635 | Added |
| 14 | AAPL | APPLE INC | $3.9M | 0.89% | 15,208 | Trimmed |
| 15 | SUB | ISHARES TR | $3.8M | 0.88% | 35,894 | Trimmed |
| 16 | VLO | VALERO ENERGY CORP | $3.6M | 0.83% | 14,651 | Added |
| 17 | SPYG | SPDR SERIES TRUST | $3.6M | 0.83% | 36,770 | Added |
| 18 | SPLG | SPDR SERIES TRUST | $3.6M | 0.82% | 46,908 | Added |
| 19 | SPYV | SPDR SERIES TRUST | $3.5M | 0.81% | 62,418 | Added |
| 20 | LRCX | LAM RESEARCH CORP | $3.3M | 0.76% | 15,526 | Trimmed |
| 21 | IVV | ISHARES TR | $3.0M | 0.68% | 4,540 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.7M | 0.62% | 15,432 | Added |
| 23 | GOOG | ALPHABET INC | $2.6M | 0.60% | 9,043 | Added |
| 24 | AMZN | AMAZON COM INC | $2.6M | 0.59% | 12,383 | Added |
| 25 | ABBV | ABBVIE INC | $2.5M | 0.58% | 11,689 | Added |
Source: SEC Form 13F filings · as of 2026-03-31