MBM Wealth Consultants, LLC holds a focused book of 123 stocks worth $518.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; 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.
MBM Wealth Consultants, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as MBM Wealth Consultants, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Emerald Advisors, LLC | 26 / 80 | $648.1M |
| Outlook Capital Management, LLC | 10 / 80 | $225.2M |
| Larch Capital Partners LLC | 9 / 80 | $505.0M |
| Independent Investors Inc | 17 / 80 | $373.2M |
| Brown Financial Advisory | 18 / 80 | $168.3M |
| Johnson Financial Group, LLC | 36 / 80 | $1.3B |
| Potomac Fund Management Inc | 14 / 80 | $2.0B |
Ranked by the share of each fund's own book sitting in the names it shares with MBM Wealth Consultants, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show MBM WEALTH CONSULTANTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.