MBM WEALTH CONSULTANTS, LLC

Filed: 8/13/2025ACC: 0001762068-25-000005

📋 What this filing means

MBM WEALTH CONSULTANTS, LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $373.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$373.52M

Total AUM (reported)

4.14M

Total Shares

Allocation by class

COM$61.50M16.5%

GROWTH ETF$50.27M13.5%

HIGH DIV YLD$43.79M11.7%

S&P 500 ETF SHS$43.52M11.7%

SMALL CP ETF$19.47M5.2%

PGIM ULTRA SH BD$17.42M4.7%

VAN FTSE DEV MKT$16.62M4.5%

Portfolio Concentration

Top 3$137.58M36.8%

4–10$110.25M29.5%

11–25$59.11M15.8%

Rest$66.59M17.8%

Top 3 weight

36.8%

Top 10 weight

66.3%

Voting Authority Distribution

Total shares with voting rights: 4.14M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.14M

% of voting shares100.0%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings107

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares114.66K

TypeSH

Market value$50.27M

13.46%

Sole

0.00

Shared

0.00

None

114.66K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares328.45K

TypeSH

Market value$43.79M

11.72%

Sole

0.00

Shared

0.00

None

328.45K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares76.62K

TypeSH

Market value$43.52M

11.65%

Sole

0.00

Shared

0.00

None

76.62K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares82.15K

TypeSH

Market value$19.47M

5.21%

Sole

0.00

Shared

0.00

None

82.15K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares350.14K

TypeSH

Market value$17.42M

4.66%

Sole

0.00

Shared

0.00

None

350.14K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares291.56K

TypeSH

Market value$16.62M

4.45%

Sole

0.00

Shared

0.00

None

291.56K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares327.45K

TypeSH

Market value$16.60M

4.44%

Sole

0.00

Shared

0.00

None

327.45K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares612.27K

TypeSH

Market value$14.93M

4.00%

Sole

0.00

Shared

0.00

None

612.27K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHT MUNCPL

Shares248.45K

TypeSH

Market value$12.65M

3.39%

Sole

0.00

Shared

0.00

None

248.45K

J P MORGAN EXCHANGE TRADED F

SOLE

JPMORGAM LTD DUR

Shares240.51K

TypeSH

Market value$12.56M

3.36%

Sole

0.00

Shared

0.00

None

240.51K

ISHARES U S ETF TR

SOLE

SHORT DURATION B

Shares239.51K

TypeSH

Market value$12.24M

3.28%

Sole

0.00

Shared

0.00

None

239.51K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares72.91K

TypeSH

Market value$8.68M

2.32%

Sole

0.00

Shared

0.00

None

72.91K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares37.62K

TypeSH

Market value$4.00M

1.07%

Sole

0.00

Shared

0.00

None

37.62K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares36.84K

TypeSH

Market value$3.51M

0.94%

Sole

0.00

Shared

0.00

None

36.84K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares45.29K

TypeSH

Market value$3.29M

0.88%

Sole

0.00

Shared

0.00

None

45.29K

APPLE INC

SOLE

COM

Shares15.71K

TypeSH

Market value$3.22M

0.86%

Sole

0.00

Shared

0.00

None

15.71K

PIMCO ETF TR

SOLE

SHTRM MUN BD ACT

Shares60.48K

TypeSH

Market value$3.03M

0.81%

Sole

0.00

Shared

0.00

None

60.48K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares57.60K

TypeSH

Market value$3.01M

0.81%

Sole

0.00

Shared

0.00

None

57.60K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.58K

TypeSH

Market value$2.85M

0.76%

Sole

0.00

Shared

0.00

None

4.58K

NVIDIA CORPORATION

SOLE

COM

Shares17.38K

TypeSH

Market value$2.75M

0.74%

Sole

0.00

Shared

0.00

None

17.38K

AMAZON COM INC

SOLE

COM

Shares12.31K

TypeSH

Market value$2.70M

0.72%

Sole

0.00

Shared

0.00

None

12.31K

MICROSOFT CORP

SOLE

COM

Shares5.38K

TypeSH

Market value$2.68M

0.72%

Sole

0.00

Shared

0.00

None

5.38K

CLOUDFLARE INC

SOLE

CL A COM

Shares13.48K

TypeSH

Market value$2.64M

0.71%

Sole

0.00

Shared

0.00

None

13.48K

BOOKING HOLDINGS INC

SOLE

COM

Shares403.00

TypeSH

Market value$2.33M

0.62%

Sole

0.00

Shared

0.00

None

403.00

ABBVIE INC

SOLE

COM

Shares11.69K

TypeSH

Market value$2.17M

0.58%

Sole

0.00

Shared

0.00

None

11.69K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	114.66K	SH	$50.27M 13.46%	114.66K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	328.45K	SH	$43.79M 11.72%	328.45K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	76.62K	SH	$43.52M 11.65%	76.62K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	82.15K	SH	$19.47M 5.21%	82.15K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	350.14K	SH	$17.42M 4.66%	350.14K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	291.56K	SH	$16.62M 4.45%	291.56K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	327.45K	SH	$16.60M 4.44%	327.45K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	612.27K	SH	$14.93M 4.00%	612.27K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHT MUNCPL	248.45K	SH	$12.65M 3.39%	248.45K
J P MORGAN EXCHANGE TRADED FSOLE	JPMORGAM LTD DUR	240.51K	SH	$12.56M 3.36%	240.51K
ISHARES U S ETF TRSOLE	SHORT DURATION B	239.51K	SH	$12.24M 3.28%	239.51K
ISHARES TRSOLE	3 7 YR TREAS BD	72.91K	SH	$8.68M 2.32%	72.91K
ISHARES TRSOLE	SHRT NAT MUN ETF	37.62K	SH	$4.00M 1.07%	37.62K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	36.84K	SH	$3.51M 0.94%	36.84K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	45.29K	SH	$3.29M 0.88%	45.29K
APPLE INCSOLE	COM	15.71K	SH	$3.22M 0.86%	15.71K
PIMCO ETF TRSOLE	SHTRM MUN BD ACT	60.48K	SH	$3.03M 0.81%	60.48K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	57.60K	SH	$3.01M 0.81%	57.60K
ISHARES TRSOLE	CORE S&P500 ETF	4.58K	SH	$2.85M 0.76%	4.58K
NVIDIA CORPORATIONSOLE	COM	17.38K	SH	$2.75M 0.74%	17.38K
AMAZON COM INCSOLE	COM	12.31K	SH	$2.70M 0.72%	12.31K
MICROSOFT CORPSOLE	COM	5.38K	SH	$2.68M 0.72%	5.38K
CLOUDFLARE INCSOLE	CL A COM	13.48K	SH	$2.64M 0.71%	13.48K
BOOKING HOLDINGS INCSOLE	COM	403.00	SH	$2.33M 0.62%	403.00
ABBVIE INCSOLE	COM	11.69K	SH	$2.17M 0.58%	11.69K

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