MBM Wealth Consultants, LLC holds a focused book of 123 stocks worth $518.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Pimco Active Bond Exchange-T and trimmed Vanguard High DVD Yield ETF. Their largest long position is Vanguard Growth ETF at 11% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1762068/holdings"
Use Arkolith to show MBM WEALTH CONSULTANTS, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning MBM Wealth Consultants, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $57.4M | 666.4K | 11.1% | ▲+516% Added · +558K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $52.0M | 329.4K | 10.0% | ▼−0.6% Reduced · −2K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $50.3M | 73.2K | 9.7% | ▼−0.9% Reduced · −668 sh | |
| 4 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $28.4M | 561.0K | 5.5% | ▲+17% Added · +79K sh | |
| 5 | Pgim ETF TR PGIM ULTRA SH BD | $28.3M | 570.8K | 5.5% | ▲+13% Added · +67K sh | |
| 6 | Schwab Strategic TR SHT TM US TRES | $26.8M | 1.11M | 5.2% | ▲+15% Added · +148K sh | |
| 7 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $26.8M | 513.4K | 5.2% | ▲+51% Added · +174K sh | |
| 8 | Vanguard Index FDS SMALL CP ETF | $23.6M | 78.0K | 4.6% | ▼−5.7% Reduced · −5K sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $22.4M | 314.9K | 4.3% | ▲+8.1% Added · +24K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $16.7M | 207.7K | 3.2% | ▲77× Added · +205K sh | |
| 11 | Ishares TR 3 7 YR TREAS BD | $13.0M | 111.1K | 2.5% | ▲+19% Added · +18K sh | |
| 12 | Pimco ETF TR ACTIVE BD ETF | $12.9M | 140.4K | 2.5% | ▲New New position | |
| 13 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $12.5M | 245.7K | 2.4% | ▲+3.9% Added · +9K sh | |
| 14 | Apple Inc COM | $7.5M | 26.1K | 1.5% | ▲+71% Added · +11K sh | |
| 15 | Lam Research Corp COM NEW | $6.9M | 15.9K | 1.3% | ▲+2.2% Added · +343 sh | |
| 16 | Pimco ETF TR SHTRM MUN BD ACT | $4.6M | 92.1K | 0.9% | ▲+16% Added · +12K sh | |
| 17 | SPDR Series Trust ST STR P500GRW | $4.0M | 33.9K | 0.8% | ▼−7.7% Reduced · −3K sh | |
| 18 | SPDR Series Trust ST STR P500ETF | $3.9M | 44.0K | 0.7% | ▼−6.1% Reduced · −3K sh | |
| 19 | SPDR Series Trust ST STR P500VAL | $3.8M | 61.9K | 0.7% | ▼−0.8% Reduced · −499 sh | |
| 20 | Valero Energy Corp COM | $3.7M | 14.2K | 0.7% | ▼−3.3% Reduced · −484 sh | |
| 21 | Alphabet Inc CAP STK CL C | $3.4M | 9.7K | 0.7% | ▲+7.0% Added · +630 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $3.4M | 4.5K | 0.6% | ▼−1.4% Reduced · −63 sh | |
| 23 | Nvidia Corporation COM | $3.2M | 16.2K | 0.6% | ▲+5.2% Added · +810 sh | |
| 24 | Amazon Com Inc COM | $3.2M | 13.3K | 0.6% | ▲+7.3% Added · +908 sh | |
| 25 | Abbvie Inc COM | $3.0M | 12.0K | 0.6% | ▲+2.7% Added · +312 sh | |
| 26 | United Rentals Inc COM | $2.8M | 2.5K | 0.5% | ▲+11% Added · +251 sh | |
| 27 | Cloudflare Inc CL A COM | $2.8M | 11.2K | 0.5% | ▲+12% Added · +1K sh | |
| 28 | Microsoft Corp COM | $2.4M | 6.4K | 0.5% | ▲+15% Added · +840 sh | |
| 29 | Vertex Pharmaceuticals Inc COM | $2.4M | 4.8K | 0.5% | ▲+14% Added · +600 sh | |
| 30 | Fedex Corp COM | $2.3M | 7.4K | 0.4% | ▲+9.8% Added · +655 sh | |
| 31 | Booking Holdings Inc COM | $2.2M | 12.6K | 0.4% | ▲30× Added · +12K sh | |
| 32 | Home Depot Inc COM | $2.2M | 6.1K | 0.4% | ▲+20% Added · +1K sh | |
| 33 | Costco Wholesale Corporation COM | $2.2M | 2.3K | 0.4% | ▲+13% Added · +259 sh | |
| 34 | Waste Mgmt Inc Del COM | $2.2M | 9.7K | 0.4% | ▲+14% Added · +1K sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.4% | ▲+18% Added · +657 sh | |
| 36 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $2.1M | 27.6K | 0.4% | ▲New New position | |
| 37 | Eli Lilly & Co COM | $2.1M | 1.8K | 0.4% | ▲250× Added · +2K sh | |
| 38 | Lockheed Martin Corp COM | $2.1M | 4.1K | 0.4% | ▲+14% Added · +507 sh | |
| 39 | Unitedhealth Group Inc COM | $2.0M | 4.8K | 0.4% | ▼−1.1% Reduced · −53 sh | |
| 40 | Schwab Charles Corp COM | $2.0M | 21.7K | 0.4% | ▲+16% Added · +3K sh | |
| 41 | J P Morgan Exchange Traded F MUNICIPAL ETF | $1.9M | 38.4K | 0.4% | ▲+6.6% Added · +2K sh | |
| 42 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $1.9M | 73.5K | 0.4% | ▲New New position | |
| 43 | The Cigna Group COM | $1.8M | 6.7K | 0.4% | ▲+16% Added · +933 sh | |
| 44 | SPDR Series Trust ST STR SP600 SML | $1.8M | 31.2K | 0.3% | ▼−7.0% Reduced · −2K sh | |
| 45 | Dimensional ETF Trust US EQUI MARK ETF | $1.7M | 20.8K | 0.3% | —Held | |
| 46 | SPDR Index SHS FDS ST STR PO EX ETF | $1.7M | 33.3K | 0.3% | ▲+5.7% Added · +2K sh | |
| 47 | Progressive Corp COM | $1.6M | 7.4K | 0.3% | ▼−0.8% Reduced · −64 sh | |
| 48 | Blackstone Inc COM | $1.6M | 13.8K | 0.3% | ▲+25% Added · +3K sh | |
| 49 | Cooper Cos Inc COM | $1.6M | 22.3K | 0.3% | ▼−1.1% Reduced · −254 sh | |
| 50 | Intercontinental Exchange In COM | $1.6M | 12.6K | 0.3% | ▲+18% Added · +2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.