Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $395 Million
  • Q4 2025

Mbm Wealth Consultants, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $395 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $51.1M, 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 $23.8M, and Jp Morgan ETF Tr Ultra Short I with a value of $23.3M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $385M to 395M.

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 $395 Million
ETFs: $317 Million
Financial Services: $18 Million
Technology: $16.3 Million
Healthcare: $10.3 Million
Industrials: $9.4 Million
Consumer Cyclical: $7.27 Million
Communication Services: $5.66 Million
Energy: $4.12 Million
Other: $7.17 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.1 Million 12.94% of portfolio
105,757
Q4 2025 Reduced 0.92%
$0
$46.1 Million 11.67% of portfolio
326,990
Q4 2025 Reduced 0.11%
$0
$44.8 Million 11.35% of portfolio
72,591
Q4 2025 Reduced 0.66%
$0
$23.8 Million 6.02% of portfolio
478,313
Q4 2025 Added 14.89%
$0
$23.3 Million 5.91% of portfolio
461,016
Q4 2025 Added 16.45%
$0
$21.9 Million 5.54% of portfolio
899,719
Q4 2025 Added 11.52%
$0
$20.4 Million 5.16% of portfolio
81,626
Q4 2025 Added 0.57%
$0
$17.7 Million 4.47% of portfolio
288,285
Q4 2025 Added 0.48%
$0
$15 Million 3.81% of portfolio
294,157
Q4 2025 Added 4.99%
$0
$12.1 Million 3.06% of portfolio
237,529
Q4 2025 Reduced 7.52%
$0
$10 Million 2.53% of portfolio
83,699
Q4 2025 Added 3.85%
$0
$3.88 Million 0.98% of portfolio
36,474
Q4 2025 Reduced 3.05%
$0
$3.78 Million 0.96% of portfolio
36,087
Q4 2025 Added 2.6%
$0
$3.63 Million 0.92% of portfolio
45,977
Q4 2025 Added 3.61%
$0
$3.6 Million 0.91% of portfolio
71,459
Q4 2025 Added 11.52%
$0
$3.44 Million 0.87% of portfolio
61,303
Q4 2025 Added 4.89%
$0
$1.9 Million 0.48% of portfolio
37,535
Q4 2025 Added 2.1%
$0
$1.5 Million 0.38% of portfolio
33,021
Q4 2025 Added 5.33%
$0
$1.52 Million 0.38% of portfolio
20,831
Q2 2021 New
$0
$1.38 Million 0.35% of portfolio
31,535
Q4 2025 Added 3.84%
$0
$962,000 0.24% of portfolio
21,375
Q3 2022 New
$0
$762,000 0.19% of portfolio
2,658
Q4 2025 Reduced 8.0%
$0
$402,000 0.1% of portfolio
7,073
Q4 2025 Reduced 5.2%
$0
$407,000 0.1% of portfolio
6,065
Q2 2025 Reduced 6.81%
$0
$268,000 0.07% of portfolio
6,940
Q4 2023 New
$0
$220,000 0.06% of portfolio
2,716
Q3 2025 Reduced 0.48%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $395 Million
  • Prior Value $385 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Mbm Wealth Consultants, LLC Portfolio

Follow Mbm Wealth Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email