MBM WEALTH CONSULTANTS, LLC

Institutional manager (13F) · CIK 1762068

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $397M

#	Issuer	Value	Shares
1	VANGUARD WHITEHALL FDS	$49M	331,376
2	VANGUARD INDEX FDS	$47M	108,120
3	VANGUARD INDEX FDS	$44M	73,857
4	PGIM ETF TR	$25M	503,937
5	J P MORGAN EXCHANGE TRADED F	$24M	481,467
6	SCHWAB STRATEGIC TR	$23M	962,850
7	VANGUARD INDEX FDS	$22M	82,718
8	VANGUARD TAX-MANAGED FDS	$19M	291,269
9	J P MORGAN EXCHANGE TRADED F	$18M	339,073
10	ISHARES U S ETF TR	$17M	337,510
11	J P MORGAN EXCHANGE TRADED F	$12M	236,555
12	ISHARES TR	$11M	93,201
13	PIMCO ETF TR	$4M	79,635
14	APPLE INC	$4M	15,208
15	ISHARES TR	$4M	35,894
16	VALERO ENERGY CORP	$4M	14,651
17	SPDR SERIES TRUST	$4M	36,770
18	SPDR SERIES TRUST	$4M	46,908
19	SPDR SERIES TRUST	$4M	62,418
20	LAM RESEARCH CORP	$3M	15,526
21	ISHARES TR	$3M	4,540
22	NVIDIA CORPORATION	$3M	15,432
23	ALPHABET INC	$3M	9,043
24	AMAZON COM INC	$3M	12,383
25	ABBVIE INC	$3M	11,689
26	FEDEX CORP	$2M	6,709
27	LOCKHEED MARTIN CORP	$2M	3,554
28	CLOUDFLARE INC	$2M	10,059
29	COSTCO WHOLESALE CORPORATION	$2M	2,053
30	MICROSOFT CORP	$2M	5,524
31	WASTE MGMT INC DEL	$2M	8,487
32	VERTEX PHARMACEUTICALS INC	$2M	4,150
33	ARES CAPITAL CORP	$2M	101,651
34	J P MORGAN EXCHANGE TRADED F	$2M	35,982
35	BOOKING HOLDINGS INC	$2M	424
36	SCHWAB CHARLES CORP	$2M	18,729
37	BERKSHIRE HATHAWAY INC DEL	$2M	3,585
38	HOME DEPOT INC	$2M	5,138
39	INTERCONTINENTAL EXCHANGE IN	$2M	10,711
40	SPDR SERIES TRUST	$2M	33,518
41	UNITED RENTALS INC	$2M	2,221
42	T-MOBILE US INC	$2M	7,671
43	COOPER COS INC	$2M	22,529
44	THE CIGNA GROUP	$2M	5,750
45	PROGRESSIVE CORP	$1M	7,504
46	DIMENSIONAL ETF TRUST	$1M	20,831
47	SPDR INDEX SHS FDS	$1M	31,536
48	JEFFERIES FINANCIAL GROUP IN	$1M	32,353
49	UNITEDHEALTH GROUP INC	$1M	4,873
50	BLACKSTONE INC	$1M	11,046

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.