13F Insight
DOSSIER · 13F-HR · Q2 2026

MBM WEALTH CONSULTANTS, LLC

$519M in tracked AUM across 123 positions as of Q2 2026.

MW
CIK 0001762068 · last filed Jun 30, 2026
Total AUM
$519M
as of Q2 2026
Holdings
123
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MBM WEALTH CONSULTANTS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$57M666K11.1%02
VYM
VANGUARD WHITEHALL FDS
$52M329K10.0%03
VOO
VANGUARD INDEX FDS
$50M73K9.7%04
JPST
J P MORGAN EXCHANGE TRADED F
$28M561K5.5%05
PULS
PGIM ETF TR
$28M571K5.5%06
SCHO
SCHWAB STRATEGIC TR
$27M1.1M5.2%07
JPLD
J P MORGAN EXCHANGE TRADED F
$27M513K5.2%08
VB
VANGUARD INDEX FDS
$24M78K4.6%09
VEA
VANGUARD TAX-MANAGED FDS
$22M315K4.3%10
VO
VANGUARD INDEX FDS
$17M208K3.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$230M▼ 1.5%
106 positionsLocked
Showing 12 of 31