MBM WEALTH CONSULTANTS, LLC — 13F holdings
MBM WEALTH CONSULTANTS, LLC reported 119 holdings worth $546M in its 13F filing for Q3 2026, filed October 20, 2026.
Largest positions
- VUG VANGUARD INDEX FDS — $62.1M (11.4%)
- VOO VANGUARD INDEX FDS — $53.0M (9.7%)
- VYM VANGUARD WHITEHALL FDS — $52.9M (9.7%)
- JPST J P MORGAN EXCHANGE TRADED F — $30.5M (5.6%)
- PULS PGIM ETF TR — $30.2M (5.5%)
- SCHO SCHWAB STRATEGIC TR — $28.6M (5.2%)
- JPLD J P MORGAN EXCHANGE TRADED F — $28.4M (5.2%)
- VEA VANGUARD TAX-MANAGED FDS — $23.0M (4.2%)
- VB VANGUARD INDEX FDS — $22.9M (4.2%)
- VO VANGUARD INDEX FDS — $17.4M (3.2%)