StockDriftsStockDriftsTop 50 Mbm Wealth Consultants LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.38% | 689.2K | $62.1M | +3.42%(+22.80K) | $37.88(+134.50%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 9.71% | 75.6K | $53.0M | +3.34%(+2.45K) | $373.51(+88.64%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 9.69% | 340.8K | $52.9M | +3.49%(+11.49K) | $98.21(+62.35%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.58% | 604.6K | $30.5M | +7.79%(+43.67K) | $50.45(-0.22%) | 2026-09-30 | |
| PULS | PGIM ETF TR | 5.53% | 610.1K | $30.2M | +6.88%(+39.29K) | $49.64(-0.14%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 5.25% | 1.20M | $28.6M | +8.06%(+89.47K) | $24.21(-1.27%) | 2026-09-30 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 5.2% | 551.9K | $28.4M | +7.51%(+38.53K) | $51.99(-1.02%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.22% | 326.0K | $23.0M | +3.53%(+11.12K) | $47.54(+45.90%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 4.2% | 80.6K | $22.9M | +3.44%(+2.68K) | $183.96(+54.61%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.2% | 222.3K | $17.4M | +7.05%(+14.64K) | $74.04(+8.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.75% | +43.33% | +6.14% | +34.69% |
| Top 20 Holdings Unweighted | +12.06% | +40.72% | +5.89% | +33.11% |
Mbm Wealth Consultants LLC reports $545.67M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are VUG (11.4%), VOO (9.7%) and VYM (9.7%). The top 20 holdings account for 77.99% of reported assets. Its disclosed equity book has returned +43.33% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mbm Wealth Consultants LLC, compare funds side by side, and get alerts the moment positions change.
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