MBM WEALTH CONSULTANTS, LLC
CIK 1762068 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- VUG11.07%
- VYM10.04%
- VOO9.69%
- JPST5.47%
- PULS5.45%
- SCHO5.17%
- JPLD5.17%
- VB4.56%
- VEA4.33%
- VO3.23%
Share classes counted separately64.18%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOWeight increased · +3.05 pp0.18% → 3.23%Shares +205.00K (+7578.67%)
- VYMWeight decreased · -1.23 pp11.27% → 10.04%Shares -2.02K (-0.61%)
- JPLDWeight increased · +1.11 pp4.06% → 5.17%Shares +174.31K (+51.41%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $57.40M | 11.07% | 666.37K shares | 10.84% → 11.07%+0.23 pp +558.25K (+516.32%) | Added | ▾ |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $52.05M | 10.04% | 329.35K shares | 11.27% → 10.04%-1.23 pp -2.02K (-0.61%) | Reduced | ▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $50.27M | 9.69% | 73.19K shares | 10.13% → 9.69%-0.44 pp -668 (-0.90%) | Reduced | ▾ |
| 04 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $28.37M | 5.47% | 560.96K shares | 5.59% → 5.47%-0.12 pp +79.50K (+16.51%) | Added | ▾ |
| 05 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $28.29M | 5.45% | 570.84K shares | 5.73% → 5.45%-0.28 pp +66.91K (+13.28%) | Added | ▾ |
| 06 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $26.81M | 5.17% | 1.11M shares | 5.36% → 5.17%-0.19 pp +147.69K (+15.34%) | Added | ▾ |
| 07 | JPLDJPMORGAN LTD DURATION ETFJPMORGAM LTD DUR View history and evidence | $26.79M | 5.17% | 513.39K shares | 4.06% → 5.17%+1.11 pp +174.31K (+51.41%) | Added | ▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $23.63M | 4.56% | 77.96K shares | 4.97% → 4.56%-0.41 pp -4.75K (-5.75%) | Reduced | ▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $22.44M | 4.33% | 314.92K shares | 4.28% → 4.33%+0.05 pp +23.65K (+8.12%) | Added | ▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $16.74M | 3.23% | 207.71K shares | 0.18% → 3.23%+3.05 pp +205.00K (+7578.67%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 271
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NEAR ISHARES SH DBA ETF USD INC | Non-derivative | -337,510 | -$17.16M | SEC filing ↗ | SEC filing ↗ |
| VITL VITAL FARMS INC | Non-derivative | -19,011 | -$268.44K | SEC filing ↗ | SEC filing ↗ |
| ECL ECOLAB INC | Non-derivative | -612 | -$162.80K | SEC filing ↗ | SEC filing ↗ |
3 / 271 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1762068 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 518607949
}Research all 123 reported holdings.
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