Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $358 Million
  • Q2 2025

Mbm Wealth Consultants, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $358 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $50.3M, Vanguard Whitehall Fds (Vangua with a value of $43.8M, Vanguard Index Fds S&P 500 ETF with a value of $43.5M, Vanguard Small Cap ETF with a value of $19.5M, and Pgim ETF Tr with a value of $17.4M.

Examining the 13F form we can see an increase of $33.6M in the current position value, from $324M to 358M.

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 $358 Million
ETFs: $285 Million
Financial Services: $17.1 Million
Technology: $16.1 Million
Industrials: $9.8 Million
Healthcare: $8.38 Million
Consumer Cyclical: $7.41 Million
Communication Services: $4.59 Million
Energy: $3.82 Million
Other: $5.97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.3 Million 14.05% of portfolio
114,662
Q2 2025 Added 1.29%
$0
$43.8 Million 12.24% of portfolio
328,449
Q2 2025 Added 2.12%
$0
$43.5 Million 12.16% of portfolio
76,620
Q2 2025 Added 1.79%
$0
$19.5 Million 5.44% of portfolio
82,151
Q2 2025 Added 4.66%
$0
$17.4 Million 4.87% of portfolio
350,138
Q2 2025 Added 5.72%
$0
$16.6 Million 4.65% of portfolio
291,563
Q2 2025 Added 1.94%
$0
$16.6 Million 4.64% of portfolio
327,455
Q2 2025 Added 4.9%
$0
$14.9 Million 4.17% of portfolio
612,274
Q2 2025 Added 6.91%
$0
$12.7 Million 3.54% of portfolio
248,447
Q2 2025 Added 1.57%
$0
$12.2 Million 3.42% of portfolio
239,507
Q2 2025 Added 3.47%
$0
$8.68 Million 2.43% of portfolio
72,905
Q2 2025 Added 5.72%
$0
$4 Million 1.12% of portfolio
37,621
Q2 2025 Added 3.4%
$0
$3.51 Million 0.98% of portfolio
36,841
Q2 2025 Added 0.79%
$0
$3.29 Million 0.92% of portfolio
45,288
Q2 2025 Added 1.21%
$3.69T
$3.22 Million 0.9% of portfolio
15,709
Q2 2025 Added 2.13%
$0
$3.03 Million 0.85% of portfolio
60,482
Q2 2025 Added 7.98%
$0
$2.85 Million 0.8% of portfolio
4,584
Q2 2025 Added 0.17%
$456B
$2.75 Million 0.77% of portfolio
17,384
Q2 2025 Added 6.95%
$2.26T
$2.7 Million 0.75% of portfolio
12,308
Q2 2025 Added 9.3%
$3.95T
$2.68 Million 0.75% of portfolio
5,379
Q2 2025 Added 5.78%
$57.3B
$2.64 Million 0.74% of portfolio
13,480
Q2 2025 Reduced 15.59%
$217B
$2.33 Million 0.65% of portfolio
403
Q2 2025 Added 2.81%
$351B
$2.17 Million 0.61% of portfolio
11,689
Q2 2025 Added 0.84%
$51.4B
$2.02 Million 0.56% of portfolio
15,015
Q2 2025 Added 22.63%
$95.6B
$1.92 Million 0.54% of portfolio
8,397
Q2 2025 Reduced 2.92%
$63.6B
$1.91 Million 0.53% of portfolio
2,534
Q2 2025 Added 11.34%
$0
$1.86 Million 0.52% of portfolio
84,716
Q2 2025 Added 9.03%
$0
$1.82 Million 0.51% of portfolio
36,708
Q2 2025 Added 21.24%
$1.24T
$1.79 Million 0.5% of portfolio
10,103
Q2 2025 Added 10.11%
$405B
$1.73 Million 0.48% of portfolio
4,707
Q2 2025 Added 4.05%
$14B
$1.7 Million 0.48% of portfolio
31,099
Q2 2025 Added 12.57%
$102B
$1.72 Million 0.48% of portfolio
9,387
Q2 2025 Reduced 4.38%
$439B
$1.64 Million 0.46% of portfolio
1,654
Q2 2025 Reduced 4.5%
$179B
$1.6 Million 0.45% of portfolio
17,522
Q2 2025 Reduced 2.11%
$113B
$1.43 Million 0.4% of portfolio
3,096
Q2 2025 Added 3.61%
$142B
$1.42 Million 0.4% of portfolio
5,312
Q2 2025 Reduced 12.6%
$0
$1.4 Million 0.39% of portfolio
20,831
Q2 2021 New
$60B
$1.4 Million 0.39% of portfolio
6,149
Q2 2025 Added 23.92%
$157B
$1.38 Million 0.39% of portfolio
3,578
Q2 2025 Added 28.38%
$621B
$1.36 Million 0.38% of portfolio
2,796
Q2 2025 Reduced 11.96%
$85.6B
$1.37 Million 0.38% of portfolio
4,155
Q2 2025 Added 4.24%
$314B
$1.36 Million 0.38% of portfolio
5,712
Q2 2025 Reduced 16.32%
$0
$1.33 Million 0.37% of portfolio
31,271
Q2 2025 Added 6.33%
$99.5B
$1.28 Million 0.36% of portfolio
2,875
Q2 2025 Added 3.72%
$0
$1.23 Million 0.34% of portfolio
30,400
Q2 2025 Added 1.21%
$123B
$1.15 Million 0.32% of portfolio
7,698
Q2 2025 New
$6.14B
$977,000 0.27% of portfolio
17,638
Q2 2025 Added 238.09%
$36.8B
$960,000 0.27% of portfolio
5,980
Q2 2025 Reduced 2.06%
$245B
$951,000 0.27% of portfolio
3,049
Q2 2025 Added 4.2%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $358 Million
  • Prior Value $324 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 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