MBM Wealth Consultants, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
MBM Wealth Consultants, LLC 13F Holdings
CIK 0001762068 · CHESTERFIELD, MO
As of Sep 30, 2025, MBM Wealth Consultants, LLC reported
108 positions worth $402.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 106,738 | $51.2M | 12.71% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 327,366 | $46.1M | 11.46% |
| VANGUARD 500 INDEX FUND | VOO | — | 73,076 | $44.8M | 11.11% |
| PGIM ULTRA SHORT BOND ETF | PULS | — | 416,334 | $20.7M | 5.15% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 81,164 | $20.6M | 5.12% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 395,906 | $20.1M | 4.99% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 806,752 |
|
9.7M4.89% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 286,899 |
7.2M | 4.27% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 280,172 |
4.4M | 3.57% |
| JPMORGAN LIMITED DURATION BOND ETF | JPLD | — | 272,722 |
4.3M | 3.55% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 256,848 |
3.1M | 3.26% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 80,596 | $9.6M | 2.39% |
| APPLE INC | AAPL | Technology | 15,867 | $4.0M | 1.00% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 37,623 | $4.0M | 1.00% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 35,173 | $3.7M | 0.91% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 44,376 | $3.5M | 0.86% |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | SMMU | — | 64,077 | $3.2M | 0.80% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 58,445 | $3.2M | 0.80% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,584 | $3.1M | 0.76% |
| NVIDIA CORP | NVDA | Technology | 14,582 | $2.7M | 0.68% |
| MICROSOFT CORP | MSFT | Technology | 5,250 | $2.7M | 0.68% |
| ABBVIE INC | ABBV | Equity | 11,675 | $2.7M | 0.67% |
| AMAZON.COM INC | AMZN | Equity | 11,932 | $2.6M | 0.65% |
| VALERO ENERGY CORP | VLO | Energy | 13,848 | $2.4M | 0.59% |
| ALPHABET INC | GOOG | Equity | 8,906 | $2.2M | 0.54% |