Institutions / Mbm Wealth Consultants, LLC
Mbm Wealth Consultants, LLC
CIK 1762068 · Institution · as of Dec 31, 2025
Portfolio value
$420.55M
Positions
110
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $51.59M | 12.3% |
| Vanguard Whitehall Fds | $46.93M | 11.2% |
| Vanguard Index Fds | $45.52M | 10.8% |
| PGIM ETF Tr | $23.72M | 5.6% |
| J P Morgan Exchange Traded F | $23.32M | 5.5% |
| Schwab Strategic Tr | $21.93M | 5.2% |
| Vanguard Index Fds | $21.06M | 5.0% |
| Vanguard Tax-Managed Fds | $18.01M | 4.3% |
| J P Morgan Exchange Traded F | $15.92M | 3.8% |
| iShares U S ETF Tr | $15.03M | 3.6% |
| J P Morgan Exchange Traded F | $12.10M | 2.9% |
| iShares Tr | $9.99M | 2.4% |
| Apple Inc. | $4.24M | 1.0% |
| iShares MSCI UAE ETF | $3.89M | 0.9% |
| SPDR Series Trust | $3.85M | 0.9% |
| SPDR Series Trust | $3.69M | 0.9% |
| PIMCO ETF Tr | $3.60M | 0.9% |
| SPDR Series Trust | $3.48M | 0.8% |
| iShares Tr | $3.08M | 0.7% |
| NVIDIA Corp | $2.79M | 0.7% |
| Amazon.com Inc | $2.77M | 0.7% |
| Alphabet Inc. | $2.76M | 0.7% |
| Lam Research Corp | $2.67M | 0.6% |
| AbbVie Inc. | $2.61M | 0.6% |
| Microsoft Corp | $2.51M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.