Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $385 Million
  • Q3 2025

Mbm Wealth Consultants, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $385 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $51.2M, Vanguard Whitehall Fds (Vangua with a value of $46.1M, Vanguard Index Fds S&P 500 ETF with a value of $44.8M, Pgim ETF Tr with a value of $20.7M, and Vanguard Small Cap ETF with a value of $20.6M.

Examining the 13F form we can see an increase of $26.9M in the current position value, from $358M to 385M.

Mbm Wealth Consultants, LLC is based out at Chesterfield, MO

Below you can find more details about Mbm Wealth Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $385 Million
ETFs: $307 Million
Financial Services: $18.1 Million
Technology: $16.2 Million
Healthcare: $10.3 Million
Industrials: $10.2 Million
Consumer Cyclical: $7.44 Million
Communication Services: $5.33 Million
Energy: $4.2 Million
Other: $5.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.2 Million 13.31% of portfolio
106,738
Q3 2025 Reduced 6.91%
$0
$46.1 Million 12.0% of portfolio
327,366
Q3 2025 Reduced 0.33%
$0
$44.8 Million 11.63% of portfolio
73,076
Q3 2025 Reduced 4.63%
$0
$20.7 Million 5.39% of portfolio
416,334
Q3 2025 Added 18.91%
$0
$20.6 Million 5.37% of portfolio
81,164
Q3 2025 Reduced 1.2%
$0
$20.1 Million 5.22% of portfolio
395,906
Q3 2025 Added 20.9%
$0
$19.7 Million 5.12% of portfolio
806,752
Q3 2025 Added 31.76%
$0
$17.2 Million 4.47% of portfolio
286,899
Q3 2025 Reduced 1.6%
$0
$14.4 Million 3.74% of portfolio
280,172
Q3 2025 Added 16.98%
$0
$13.1 Million 3.41% of portfolio
256,848
Q3 2025 Added 3.38%
$0
$9.63 Million 2.5% of portfolio
80,596
Q3 2025 Added 10.55%
$4.3T
$4.04 Million 1.05% of portfolio
15,867
Q3 2025 Added 1.01%
$0
$4.02 Million 1.04% of portfolio
37,623
Q3 2025 Added 0.01%
$0
$3.68 Million 0.96% of portfolio
35,173
Q3 2025 Reduced 4.53%
$0
$3.48 Million 0.9% of portfolio
44,376
Q3 2025 Reduced 2.01%
$0
$3.23 Million 0.84% of portfolio
58,445
Q3 2025 Added 1.47%
$0
$3.07 Million 0.8% of portfolio
4,584
Q2 2025 Added 0.17%
$465B
$2.72 Million 0.71% of portfolio
14,582
Q3 2025 Reduced 16.12%
$3.78T
$2.72 Million 0.71% of portfolio
5,250
Q3 2025 Reduced 2.4%
$414B
$2.7 Million 0.7% of portfolio
11,675
Q3 2025 Reduced 0.12%
$2.39T
$2.62 Million 0.68% of portfolio
11,932
Q3 2025 Reduced 3.05%
$70.1B
$2.36 Million 0.61% of portfolio
13,848
Q3 2025 Reduced 7.77%
$191B
$2.17 Million 0.56% of portfolio
401
Q3 2025 Reduced 0.5%
$1.74T
$2.17 Million 0.56% of portfolio
8,906
Q3 2025 Reduced 11.85%
$55.9B
$2.04 Million 0.53% of portfolio
2,135
Q3 2025 Reduced 15.75%
$59.6B
$2.03 Million 0.53% of portfolio
9,455
Q3 2025 Reduced 29.86%
$85.9B
$2.05 Million 0.53% of portfolio
9,286
Q3 2025 Added 10.59%
$367B
$1.91 Million 0.5% of portfolio
4,715
Q3 2025 Added 0.17%
$0
$1.86 Million 0.48% of portfolio
36,763
Q3 2025 Added 0.15%
$0
$1.81 Million 0.47% of portfolio
88,824
Q3 2025 Added 4.85%
$12B
$1.73 Million 0.45% of portfolio
26,395
Q3 2025 Reduced 15.13%
$123B
$1.73 Million 0.45% of portfolio
3,463
Q3 2025 Added 11.85%
$404B
$1.71 Million 0.44% of portfolio
1,843
Q3 2025 Added 11.43%
$167B
$1.67 Million 0.43% of portfolio
17,514
Q3 2025 Reduced 0.05%
$84.9B
$1.65 Million 0.43% of portfolio
9,793
Q3 2025 Added 4.33%
$662B
$1.62 Million 0.42% of portfolio
3,228
Q3 2025 Added 15.45%
$269B
$1.56 Million 0.41% of portfolio
6,513
Q3 2025 Added 14.02%
$132B
$1.55 Million 0.4% of portfolio
6,274
Q3 2025 Added 18.11%
$68.9B
$1.52 Million 0.4% of portfolio
6,462
Q3 2025 Added 5.09%
$0
$1.51 Million 0.39% of portfolio
20,831
Q2 2021 New
$151B
$1.47 Million 0.38% of portfolio
4,159
Q3 2025 Added 16.24%
$300B
$1.48 Million 0.38% of portfolio
4,276
Q3 2025 Added 40.24%
$0
$1.45 Million 0.38% of portfolio
31,351
Q3 2025 Added 0.26%
$111B
$1.43 Million 0.37% of portfolio
3,650
Q3 2025 Added 26.96%
$82.8B
$1.42 Million 0.37% of portfolio
4,923
Q3 2025 Added 18.48%
$98.1B
$1.4 Million 0.36% of portfolio
8,209
Q3 2025 Added 6.64%
$0
$1.3 Million 0.34% of portfolio
30,370
Q3 2025 Reduced 0.1%
$6B
$1.08 Million 0.28% of portfolio
15,690
Q3 2025 Reduced 11.04%
$0
$955,000 0.25% of portfolio
21,375
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $385 Million
  • Prior Value $358 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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