MBM WEALTH CONSULTANTS, LLC
•CIK: 1762068•Filing: Q4 2025
**MBM Wealth Consultants, LLC** manages $421M across a diversified portfolio of 110 positions. The strategy exhibits a clear tilt toward established growth and value, evidenced by top holdings including VUG ($51.6M) and VYM ($46.9M). Significant allocations are also maintained in core indices like VOO ($45.5M) and SCHO ($21.9M). This positioning suggests a blend of large-cap growth exposure with tactical plays in specific sectors and international markets.
Total AUM
$420.5M
QoQ Performance
+4.4%
Positions
93
Top 10 Concentration
67.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VYM
VOO
PULS
JPST
SCHO
VB
VUG12.3%
VYM11.2%
VOO10.8%
PULS5.6%
JPST5.5%
SCHO5.2%
VB5.0%
VEA4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.5%
ETF11.6%
Technology4.3%
Consumer2.0%
Healthcare1.8%
Financial1.2%
Industrial1.1%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑68 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022