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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$808M
$102,000 0.03% of portfolio
13,000
Q2 2025 Reduced 56.67%

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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