StockDriftsStockDriftsTop 50 Mbm Wealth Consultants LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.07% | 666.4K | $57.4M | +2.72%(+17.65K) | $36.16(+146.64%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 10.04% | 329.4K | $52.0M | -0.61%(-2.02K) | $96.18(+72.88%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 9.69% | 73.2K | $50.3M | -0.90%(-668) | $362.80(+96.44%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.47% | 561.0K | $28.4M | +16.51%(+79.50K) | $50.45(+0.11%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 5.45% | 570.8K | $28.3M | +13.28%(+66.91K) | $49.65(-0.02%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 5.17% | 1.11M | $26.8M | +15.34%(+147.69K) | $24.23(-0.48%) | 2026-06-30 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 5.17% | 513.4K | $26.8M | +51.41%(+174.31K) | $52.01(+0.11%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.56% | 78.0K | $23.6M | -5.75%(-4.75K) | $180.17(+71.20%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.33% | 314.9K | $22.4M | +8.12%(+23.65K) | $46.71(+58.44%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.23% | 207.7K | $16.7M | +1819.67%(+196.89K) | $73.65(+14.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.86% | +39.99% | +5.97% | +33.63% |
| Top 20 Holdings Unweighted | +11.00% | +36.78% | +5.35% | +29.75% |
Mbm Wealth Consultants LLC reports $518.61M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are VUG (11.1%), VYM (10.0%) and VOO (9.7%). The top 20 holdings account for 78.28% of reported assets. Its disclosed equity book has returned +39.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mbm Wealth Consultants LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1762068). View Mbm Wealth Consultants LLC’s 13F filings on SEC