MBM Wealth Consultants, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), MBM Wealth Consultants, LLC reported 123 stock positions worth $518.6 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.1% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 10.0%) and Vanguard S&P 500 ETF (VOO, 9.7%). Compared with Q1 2026, it opened 6 new positions, sold out of 271, added to 89 and reduced 19. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +1820%) and the biggest sale an exit from iShares SH Dba ETF Usd (NEAR).
- Most Recent 13F
- Q2 2026
- Location
- CHESTERFIELD, MO
- CIK
- 0001762068
- Portfolio Value
- $518.6M (Q2 2026)
- SEC Filing
- 0001762068-26-000005 ↗ filed Jul 24, 2026
Holdings Value
Holdings 123 stocks · $518.6M
| VUG Vanguard Mrngstar GR ETF-Sui | 11.07% | 666,368 | $57.4M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 10.04% | 329,351 | $52.0M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 9.69% | 73,189 | $50.3M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 5.47% | 560,962 | $28.4M | Add +16.5% |
| PULS Pgim Ultra Short Bond ETF | 5.45% | 570,844 | $28.3M | Add +13.3% |
| SCHO Schwab Short-Term US Treas | 5.17% | 1,110,545 | $26.8M | Add +15.3% |
| JPLD JPMorgan Ltd. Duration ETF | 5.17% | 513,387 | $26.8M | Add +51.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.56% | 77,964 | $23.6M | Reduce -5.8% |
| VEA Vanguard Ftse Developed ETF | 4.33% | 314,916 | $22.4M | Add +8.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.23% | 207,708 | $16.7M | Add +1819.7% |
| IEI iShares 3-7 Year Treasury Bo | 2.52% | 111,055 | $13.0M | Add +19.2% |
| BOND PIMCO Active Bond Exchange-T | 2.50% | 140,381 | $12.9M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.42% | 245,679 | $12.5M | Add +3.9% |
| AAPL Apple Inc. | 1.46% | 26,078 | $7.5M | Add +71.5% |
| LRCX Lam Research Corp. | 1.33% | 15,869 | $6.9M | Add +2.2% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.90% | 92,079 | $4.6M | Add +15.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.78% | 33,944 | $4.0M | Reduce -7.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.75% | 44,032 | $3.9M | Reduce -6.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.73% | 61,919 | $3.8M | Reduce -0.8% |
| VLO Valero Energy Corp. | 0.71% | 14,167 | $3.7M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 0.66% | 9,673 | $3.4M | Add +7.0% |
| IVV iShares Core S&P 500 ETF | 0.65% | 4,477 | $3.4M | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.63% | 16,242 | $3.2M | Add +5.3% |
| AMZN Amazon.com Inc. | 0.61% | 13,291 | $3.2M | Add +7.3% |
| ABBV Abbvie Inc. | 0.58% | 12,001 | $3.0M | Add +2.7% |
| URI United Rentals Inc. | 0.54% | 2,472 | $2.8M | Add +11.3% |
| NET Cloudflare Inc. Class A | 0.53% | 11,233 | $2.8M | Add +11.7% |
| MSFT Microsoft Corp. | 0.46% | 6,364 | $2.4M | Add +15.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.46% | 4,750 | $2.4M | Add +14.5% |
| FDX FedEx Corp. | 0.44% | 7,364 | $2.3M | Add +9.8% |
| BKNG Booking Holdings Inc. | 0.43% | 12,554 | $2.2M | Add +18.4% |
| HD Home Depot Inc. | 0.42% | 6,149 | $2.2M | Add +19.7% |
| COST Costco Wholesale Corp. | 0.42% | 2,312 | $2.2M | Add +12.6% |
| WM Waste Management Inc. | 0.42% | 9,699 | $2.2M | Add +14.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 4,242 | $2.1M | Add +18.3% |
| VSDM Vanguard Short Tax-Ex Bond | 0.41% | 27,594 | $2.1M | New |
| LLY Eli Lilly & Co. | 0.41% | 1,753 | $2.1M | Add +24942.9% |
| LMT Lockheed Martin Corp. | 0.40% | 4,061 | $2.1M | Add +14.3% |
| UNH Unitedhealth Group Inc. | 0.39% | 4,820 | $2.0M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.39% | 21,681 | $2.0M | Add +15.8% |
| JMUB JPMorgan Municipal ETF | 0.37% | 38,357 | $1.9M | Add +6.6% |
| CGSM Cap Group Short Muni Income | 0.37% | 73,473 | $1.9M | New |
| CI The Cigna Group | 0.36% | 6,683 | $1.8M | Add +16.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.35% | 31,187 | $1.8M | Reduce -7.0% |
| DFUS Dimensional US Eq MKT ETF | 0.33% | 20,831 | $1.7M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 33,319 | $1.7M | Add +5.7% |
| PGR Progressive Corp. | 0.31% | 7,440 | $1.6M | Reduce -0.8% |
| BX Blackstone Inc. | 0.31% | 13,765 | $1.6M | Add +24.6% |
| COO The Cooper Cos Inc. | 0.31% | 22,275 | $1.6M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 0.30% | 12,594 | $1.6M | Add +17.6% |
| TMUS T-Mobile US Inc. | 0.30% | 9,149 | $1.5M | Add +19.3% |
| IBKR Interactive Brokers Gro Class A | 0.29% | 17,492 | $1.5M | Add +8.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.27% | 20,788 | $1.4M | New |
| LUV Southwest Airlines Co. | 0.27% | 27,191 | $1.4M | Add +12.4% |
| ORCL Oracle Corp. | 0.26% | 9,335 | $1.4M | Add +4067.4% |
| FCFS Firstcash Holdings Inc. | 0.26% | 6,304 | $1.4M | Add +9.1% |
| UTHR United Therapeutics Corp. | 0.24% | 2,327 | $1.3M | Add +10.2% |
| DFUV Dimensional US Marketwide Va | 0.23% | 21,375 | $1.2M | No change |
| MU Micron Technology Inc. | 0.23% | 1,012 | $1.2M | Add +1.2% |
| P Everpure Inc. Class A | 0.21% | 13,861 | $1.1M | Add +14.1% |
| SUB iShares Short-Term National | 0.20% | 9,541 | $1.0M | Reduce -73.4% |
| ADBE Adobe Inc. | 0.20% | 4,949 | $1.0M | Reduce -1.2% |
| RKT Rocket Cos Inc. Class A | 0.18% | 60,606 | $955K | Add +20.9% |
| BA The Boeing Co. | 0.17% | 3,989 | $863K | Add +19.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.17% | 64,567 | $863K | Add +20.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,992 | $841K | Add +17.2% |
| XOM Exxon Mobil Corp. | 0.16% | 6,104 | $834K | Add +51.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 2,395 | $824K | No change |
| BMY Bristol-Myers Squibb Co. | 0.16% | 14,057 | $810K | Add +2.3% |
| USB US Bancorp | 0.14% | 12,142 | $733K | Add +5.3% |
| TNL Travel + Leisure Co. | 0.13% | 8,709 | $666K | Add +6.2% |
| CTRE Caretrust REIT Inc. | 0.13% | 16,454 | $664K | Add +2.5% |
| KGS Kodiak Gas Services Inc. | 0.12% | 8,535 | $641K | Reduce -12.2% |
| OKE Oneok Inc. | 0.12% | 7,324 | $637K | Add +1.9% |
| HOOD Robinhood Markets Inc. Class A | 0.12% | 6,121 | $614K | New |
| ORI Old Republic Intl Corp. | 0.12% | 14,718 | $602K | Add +12.9% |
| FHI Federated Hermes Inc. | 0.12% | 10,840 | $599K | Add +2.0% |
| SO The Southern Co. | 0.11% | 6,060 | $580K | Add +11.2% |
| ZS Zscaler Inc. | 0.11% | 4,049 | $572K | Add +36.4% |
| AVA Avista Corp. | 0.11% | 13,970 | $572K | Add +13.3% |
| KMI Kinder Morgan Inc. | 0.11% | 17,681 | $565K | Add +1.5% |
| CNA Cna Financial Corp. | 0.11% | 11,475 | $558K | Add +21.2% |
| ARCC Ares Capital Corp. | 0.11% | 29,900 | $554K | Reduce -70.6% |
| PRU Prudential Financial Inc. | 0.11% | 5,127 | $553K | Add +12.2% |
| AEE Ameren Corporation | 0.11% | 4,879 | $552K | Add +0.5% |
| O Realty Income Corp. | 0.11% | 8,848 | $548K | Add +17.7% |
| T AT&T Inc. | 0.10% | 25,787 | $534K | Add +23.0% |
| FDXF FedEx Freight Holding Co. | 0.10% | 3,488 | $527K | Add +4.0% |
| SR Spire Inc. | 0.10% | 6,742 | $526K | Add +7.9% |
| D Dominion Energy Inc. | 0.10% | 7,686 | $525K | Add +7.2% |
| MRK Merck & Co. Inc. | 0.10% | 4,081 | $524K | Add +8.0% |
| CLX Clorox Company | 0.10% | 5,431 | $518K | Add +36.1% |
| VZ Verizon Communications Inc. | 0.10% | 12,232 | $518K | Add +6.7% |
| DFAS Dimensional US Small Cap ETF | 0.10% | 6,065 | $499K | No change |
| OMC Omnicom Group | 0.10% | 6,799 | $495K | Add +19.5% |
| UPS United Parcel Service Class B | 0.09% | 4,497 | $483K | Add +6.8% |
| V Visa Inc. Class A | 0.09% | 1,388 | $476K | Add +33.3% |
| JNJ Johnson & Johnson | 0.09% | 1,842 | $468K | Add +1.9% |
| AMT American Tower Corp. | 0.09% | 2,852 | $467K | Add +20.7% |
| BXMT Blackstone Mortgage Tru Class A | 0.09% | 26,561 | $450K | Add +14.5% |
Portfolio Sells Q1 2026 → Q2 2026
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −3.94 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.6% | 10.04% | −1.23 |
| SUB iShares Short-Term National | Reduce -73.4% | 0.20% | −0.68 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 9.69% | −0.44 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.8% | 4.56% | −0.42 |
| ARCC Ares Capital Corp. | Reduce -70.6% | 0.11% | −0.31 |
| JEF Jefferies Financial Group Inc. | Reduce -85.0% | 0.05% | −0.26 |
| VLO Valero Energy Corp. | Reduce -3.3% | 0.71% | −0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.8% | 0.73% | −0.09 |
| ADBE Adobe Inc. | Reduce -1.2% | 0.20% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.1% | 0.75% | −0.08 |
| COO The Cooper Cos Inc. | Reduce -1.1% | 0.31% | −0.06 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -7.7% | 0.78% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -47.5% | 0.08% | −0.04 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.65% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.03 |
| PGR Progressive Corp. | Reduce -0.8% | 0.31% | −0.03 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.03 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.03 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.0% | 0.35% | −0.03 |
| COP Conocophillips | Sold out | 0.00% | −0.02 |
| VFVA Vanguard U.S. Value Factor | Sold out | 0.00% | −0.02 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.02 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.02 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.02 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.02 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.02 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.02 |
| CSX CSX Corp. | Sold out | 0.00% | −0.02 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.02 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.02 |
| AQST Aquestive Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.02 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.01 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.01 |
| HXL Hexcel Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1819.7% | 3.23% | +3.05 |
| BOND PIMCO Active Bond Exchange-T | New | 2.50% | +2.50 |
| JPLD JPMorgan Ltd. Duration ETF | Add +51.4% | 5.17% | +1.10 |
| AAPL Apple Inc. | Add +71.5% | 1.46% | +0.57 |
| LRCX Lam Research Corp. | Add +2.2% | 1.33% | +0.56 |
| VSDM Vanguard Short Tax-Ex Bond | New | 0.41% | +0.41 |
| LLY Eli Lilly & Co. | Add +24942.9% | 0.41% | +0.40 |
| CGSM Cap Group Short Muni Income | New | 0.37% | +0.37 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.27% | +0.27 |
| ORCL Oracle Corp. | Add +4067.4% | 0.26% | +0.26 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.7% | 11.07% | +0.23 |
| URI United Rentals Inc. | Add +11.3% | 0.54% | +0.17 |
| MU Micron Technology Inc. | Add +1.2% | 0.23% | +0.15 |
| HOOD Robinhood Markets Inc. Class A | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +7.0% | 0.66% | +0.06 |
| LUV Southwest Airlines Co. | Add +12.4% | 0.27% | +0.06 |
| PAYX Paychex Inc. | New | 0.06% | +0.06 |
| NET Cloudflare Inc. Class A | Add +11.7% | 0.53% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +12763.6% | 0.05% | +0.05 |
| P Everpure Inc. Class A | Add +14.1% | 0.21% | +0.05 |
| IBKR Interactive Brokers Gro Class A | Add +8.5% | 0.29% | +0.05 |
| MMM 3M Co. | Add +700.0% | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +707.6% | 0.05% | +0.04 |
| CAT Caterpillar Inc. | Add +108.3% | 0.07% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +526.4% | 0.05% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +8.1% | 4.33% | +0.04 |
| HD Home Depot Inc. | Add +19.7% | 0.42% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.5% | 0.46% | +0.03 |
| STX Seagate Technology Holdings | Add +1.8% | 0.04% | +0.02 |
| BKNG Booking Holdings Inc. | Add +18.4% | 0.43% | +0.02 |
| BX Blackstone Inc. | Add +24.6% | 0.31% | +0.02 |
| IBM Intl Business Machines Corp. | Add +17.2% | 0.16% | +0.02 |
| RKT Rocket Cos Inc. Class A | Add +20.9% | 0.18% | +0.02 |
| V Visa Inc. Class A | Add +33.3% | 0.09% | +0.02 |
| AMZN Amazon.com Inc. | Add +7.3% | 0.61% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.4% | 0.06% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.3% | 0.41% | +0.01 |
| ZS Zscaler Inc. | Add +36.4% | 0.11% | +0.01 |
| FCFS Firstcash Holdings Inc. | Add +9.1% | 0.26% | +0.01 |
| BA The Boeing Co. | Add +19.2% | 0.17% | +0.01 |
| NVDA Nvidia Corp. | Add +5.3% | 0.63% | +0.01 |
| CNA Cna Financial Corp. | Add +21.2% | 0.11% | +0.01 |
| MNST Monster Beverage Corp. | Add +0.5% | 0.06% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 0.08% | +0.01 |
| CLX Clorox Company | Add +36.1% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Add +51.8% | 0.16% | +0.00 |
| PRU Prudential Financial Inc. | Add +12.2% | 0.11% | +0.00 |
| USB US Bancorp | Add +5.3% | 0.14% | +0.00 |
| CI The Cigna Group | Add +16.2% | 0.36% | +0.00 |
| O Realty Income Corp. | Add +17.7% | 0.11% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 123 | $518.6M | VUG, VYM, VOO, JPST, PULS |
| Q1 2026 | 387 | $435.6M | VYM, VUG, VOO, PULS, JPST |
| Q4 2025 | 110 | $420.5M | VUG, VYM, VOO, PULS, JPST |
| Q3 2025 | 108 | $402.7M | VUG, VYM, VOO, PULS, VB |
| Q2 2025 | 107 | $373.5M | VUG, VYM, VOO, VB, PULS |
| Q1 2025 | 105 | $338.4M | VUG, VYM, VOO, VB, PULS |
| Q4 2024 | 104 | $335.9M | VUG, VYM, VOO, VB, PULS |
| Q3 2024 | 106 | $317.0M | VUG, VYM, VOO, VB, VEA |
| Q2 2024 | 104 | $293.1M | VUG, VOO, VYM, VB, JMST |
| Q1 2024 | 105 | $284.3M | VUG, VYM, VOO, VB, VEA |