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 $518.6M across 123 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($57.4M, 11.07%), VYM ($52.0M, 10.04%), VOO ($50.3M, 9.69%), JPST ($28.4M, 5.47%), PULS ($28.3M, 5.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $57.4M | 11.07% | 666,368 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $52.0M | 10.04% | 329,351 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $50.3M | 9.69% | 73,189 | Trimmed |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $28.4M | 5.47% | 560,962 | Added |
| 5 | PULS | PGIM ETF TR | $28.3M | 5.45% | 570,844 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $26.8M | 5.17% | 1.1M | Added |
| 7 | JPLD | J P MORGAN EXCHANGE TRADED F | $26.8M | 5.17% | 513,387 | Added |
| 8 | VB | VANGUARD INDEX FDS | $23.6M | 4.56% | 77,964 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $22.4M | 4.33% | 314,916 | Added |
| 10 | VO | VANGUARD INDEX FDS | $16.7M | 3.23% | 207,708 | Added |
| 11 | IEI | ISHARES TR | $13.0M | 2.52% | 111,055 | Added |
| 12 | BOND | PIMCO ETF TR | $12.9M | 2.50% | 140,381 | New |
| 13 | JMST | J P MORGAN EXCHANGE TRADED F | $12.5M | 2.42% | 245,679 | Added |
| 14 | AAPL | APPLE INC | $7.5M | 1.46% | 26,078 | Added |
| 15 | LRCX | LAM RESEARCH CORP | $6.9M | 1.33% | 15,869 | Added |
| 16 | SMMU | PIMCO ETF TR | $4.6M | 0.90% | 92,079 | Added |
| 17 | SPYG | SPDR SERIES TRUST | $4.0M | 0.78% | 33,944 | Trimmed |
| 18 | SPLG | SPDR SERIES TRUST | $3.9M | 0.75% | 44,032 | Trimmed |
| 19 | SPYV | SPDR SERIES TRUST | $3.8M | 0.73% | 61,919 | Trimmed |
| 20 | VLO | VALERO ENERGY CORP | $3.7M | 0.71% | 14,167 | Trimmed |
| 21 | GOOG | ALPHABET INC | $3.4M | 0.66% | 9,673 | Added |
| 22 | IVV | ISHARES TR | $3.4M | 0.65% | 4,477 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $3.2M | 0.63% | 16,242 | Added |
| 24 | AMZN | AMAZON COM INC | $3.2M | 0.61% | 13,291 | Added |
| 25 | ABBV | ABBVIE INC | $3.0M | 0.58% | 12,001 | Added |
Source: SEC Form 13F filings · as of 2026-06-30