Mbm Wealth Consultants
Mbm Wealth Consultants reported 119 stocks worth $546M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VUG (11.4%), VOO (9.7%) and VYM (9.7%). Compared with Q2 2026, the fund opened new positions in APH, XOM and OKE, added to VUG, VOO and VYM, trimmed VLO, UNH and COO and sold out of PGR, SUB and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $62.1M | 11.4% | 689K | +23K (+3%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $53M | 9.7% | 76K | +2,447 (+3%) | 8 of 8 | |
| 3 |  VYM Vanguard Whitehall Fds | $52.9M | 9.7% | 341K | +11K (+3%) | 8 of 8 | |
| 4 |  JPST J P Morgan Exchange Traded F | $30.5M | 5.6% | 605K | +44K (+8%) | 8 of 8 | |
| 5 |  PULS Pgim ETF TR | $30.2M | 5.5% | 610K | +39K (+7%) | 8 of 8 | |
| 6 |  SCHO Schwab Short-Term US Treasury ETF | $28.6M | 5.3% | 1.2M | +89K (+8%) | 8 of 8 | |
| 7 |  JPLD J P Morgan Exchange Traded F | $28.4M | 5.2% | 552K | +39K (+8%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $23M | 4.2% | 326K | +11K (+4%) | 8 of 8 | |
| 9 |  VB Vanguard Index Fds | $22.9M | 4.2% | 81K | +2,684 (+3%) | 8 of 8 | |
| 10 |  VO Vanguard Index Fds | $17.4M | 3.2% | 222K | +15K (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PGR Progressive Corp | $1.6M | 7,440 |
 SUB Ishares Short Term Ntnl | $1M | 9,541 |
 XOM Exxon Mobil Corp | $834K | 6,104 |
 OKE Oneok Inc New | $637K | 7,324 |
 FDXF Fedex Fght Hldg Co Inc Common Stock | $527K | 3,488 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mbm Wealth Consultants 13F FAQ
What does Mbm Wealth Consultants own?
Mbm Wealth Consultants reported 119 stocks worth $546M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VUG (11.4%), VOO (9.7%) and VYM (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Mbm Wealth Consultants buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 85 added to, 17 trimmed and 8 sold out. New positions include APH, XOM and OKE. It sold all of PGR, SUB and XOM.
When will Mbm Wealth Consultants file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mbm Wealth Consultants's portfolio worth?
The Q3 2026 filing reports $546M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.