13F Insight
DOSSIER · 13F-HR · Q3 2026

MBM WEALTH CONSULTANTS, LLC

$546M in tracked AUM across 119 positions as of Q3 2026.

MW
CIK 0001762068 · last filed Sep 30, 2026
Total AUM
$546M
as of Q3 2026
Holdings
119
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MBM WEALTH CONSULTANTS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$62M689K11.4%02
VOO
VANGUARD INDEX FDS
$53M76K9.7%03
VYM
VANGUARD WHITEHALL FDS
$53M341K9.7%04
JPST
J P MORGAN EXCHANGE TRADED F
$30M605K5.6%05
PULS
PGIM ETF TR
$30M610K5.5%06
SCHO
SCHWAB STRATEGIC TR
$29M1.2M5.2%07
JPLD
J P MORGAN EXCHANGE TRADED F
$28M552K5.2%08
VEA
VANGUARD TAX-MANAGED FDS
$23M326K4.2%09
VB
VANGUARD INDEX FDS
$23M81K4.2%10
VO
VANGUARD INDEX FDS
$17M222K3.2%

Filing history

2026Q3Sep 30
$546M▲ 5.2%
119 positionsView →2026Q2Jun 30
$519M▲ 19.1%
123 positionsView →2026Q1Mar 31
$436M▲ 3.6%
387 positionsView →2025Q4Dec 31
$420M▲ 4.4%
110 positionsView →2025Q3Sep 30
$403M▲ 7.8%
108 positionsLocked2025Q2Jun 30
$374M▲ 10.4%
107 positionsLocked2025Q1Mar 31
$338M▲ 0.8%
105 positionsLocked2024Q4Dec 31
$336M▲ 6.0%
104 positionsLocked2024Q3Sep 30
$317M▲ 8.2%
106 positionsLocked2024Q2Jun 30
$293M▲ 3.1%
104 positionsLocked2024Q1Mar 31
$284M▲ 6.2%
105 positionsLocked2023Q4Dec 31
$268M▲ 16.4%
106 positionsLocked
Showing 12 of 32