MBM WEALTH CONSULTANTS, LLC - Portfolio Stock Holdings
MBM WEALTH CONSULTANTS, LLC disclosed 393 stock positions in a recent SEC 13F filing. $518,609,731 of stock holdings were filed, with the largest holdings including VUG, VYM, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $476,665,130 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
393Est. Stock Holding Value:
$518,609,731Top Stock Holdings By Sector
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Portfolio Stock Holdings - MBM WEALTH CONSULTANTS, LLC
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