MBM WEALTH CONSULTANTS, LLC
389 holdingsFiling period: 2026-03-31Current AUM: $473.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 331.4K | $49.1M | $53.7M | 11.33% | +4.4K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 108.1K | $47.2M | $55.3M | 11.66% | +2.4K | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 73.9K | $44.1M | $50.7M | 10.70% | +1.3K | 2026-03-31 |
| 4 | PULS | PGIM ETF TR | 503.9K | $24.9M | $25.0M | 5.27% | +25.6K | 2026-03-31 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 481.5K | $24.4M | $24.3M | 5.13% | +20.5K | 2026-03-31 |
| 6 | SCHO | SCHWAB STRATEGIC TR | 962.9K | $23.4M | $23.2M | 4.90% | +63.1K | 2026-03-31 |
| 7 | VB | VANGUARD INDEX FDS | 82.7K | $21.7M | $24.4M | 5.15% | +1.1K | 2026-03-31 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 291.3K | $18.7M | $20.6M | 4.34% | +3.0K | 2026-03-31 |
| 9 | JPLD | J P MORGAN EXCHANGE TRADED F | 339.1K | $17.7M | $17.7M | 3.73% | +34.9K | 2026-03-31 |
| 10 | NEAR | ISHARES U S ETF TR | 337.5K | $17.2M | $17.1M | 3.60% | +43.4K | 2026-03-31 |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | 236.6K | $12.1M | $12.0M | 2.54% | -974 | 2026-03-31 |
| 12 | IEI | ISHARES TR | 93.2K | $11.1M | $10.9M | 2.29% | +9.5K | 2026-03-31 |
| 13 | SMMU | PIMCO ETF TR | 79.6K | $4.0M | $4.0M | 0.84% | +8.2K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 15.2K | $3.9M | $4.7M | 0.99% | -397 | 2026-03-31 |
| 15 | SUB | ISHARES TR | 35.9K | $3.8M | $3.8M | 0.80% | -580 | 2026-03-31 |
| 16 | VLO | VALERO ENERGY CORP | 14.7K | $3.6M | $4.6M | 0.97% | +610 | 2026-03-31 |
| 17 | SPYG | SPDR SERIES TRUST | 36.8K | $3.6M | $4.3M | 0.91% | +683 | 2026-03-31 |
| 18 | SPYM | SPDR SERIES TRUST | 46.9K | $3.6M | $4.1M | 0.87% | +931 | 2026-03-31 |
| 19 | SPYV | SPDR SERIES TRUST | 62.4K | $3.5M | $3.9M | 0.82% | +1.1K | 2026-03-31 |
| 20 | LRCX | LAM RESEARCH CORP | 15.5K | $3.3M | $4.5M | 0.96% | -48 | 2026-03-31 |
| 21 | IVV | ISHARES TR | 4.5K | $3.0M | $3.4M | 0.72% | +48 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 15.4K | $2.7M | $3.1M | 0.65% | +479 | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 9.0K | $2.6M | $3.2M | 0.68% | +245 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 12.4K | $2.6M | $3.4M | 0.71% | +368 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 11.7K | $2.5M | $2.9M | 0.62% | +270 | 2026-03-31 |
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