account_balance
Investment manager · 13F filer · SEC CIK 1762068
MBM Wealth Consultants, LLC
Reported value$546Mas of Sep 30, 2026
Positions119 2 new, 6 sold out
Top 10 weight64.0%VUG alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
11.4%Added +3%
VOOVanguard Index FDS
9.7%Added +3%
VYMVanguard Whitehall FDS
9.7%Added +3%
JPSTJ P Morgan Exchange Traded F
5.6%Added +8%
PULSPgim ETF Tr
5.5%Added +7%
SCHOSchwab Strategic Tr
5.2%Added +8%
JPLDJ P Morgan Exchange Traded F
5.2%Added +8%
VEAVanguard Tax-Managed FDS
4.2%Added +4%
VBVanguard Index FDS
4.2%Added +3%
VOVanguard Index FDS
3.2%
IEIiShares Tr
2.5%+8%
BONDPimco ETF Tr
2.4%+8%
VUGVanguard Index FDS
11.4%Added +3%
VOOVanguard Index FDS
9.7%Added +3%
VYMVanguard Whitehall FDS
9.7%Added +3%
JPSTJ P Morgan Exchange Traded F
5.6%+8%
PULSPgim ETF Tr
5.5%+7%
SCHOSchwab Strategic Tr
5.2%
JPLDJ P Morgan Exchange Traded F
5.2%
VEAVanguard Tax-Managed FDS
4.2%
VBVanguard Index FDS
4.2%
VO3.2%
IEI
BOND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 11.4% Added +3%
VOO Vanguard Index FDS 9.7% Added +3%
VYM Vanguard Whitehall FDS 9.7% Added +3%
JPST J P Morgan Exchange Traded F 5.6% Added +8%
PULS Pgim ETF Tr 5.5% Added +7%
SCHO Schwab Strategic Tr 5.2% Added +8%
JPLD J P Morgan Exchange Traded F 5.2% Added +8%
VEA Vanguard Tax-Managed FDS 4.2% Added +4%
VB Vanguard Index FDS 4.2% Added +3%
VO Vanguard Index FDS 3.2% Added +7%
IEI iShares Tr 2.5% Added +8%
BOND Pimco ETF Tr 2.4% Added +8%
What changed
Biggest moves since Jun 30, 2026
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