Institutional Fund
Mbm Wealth Consultants, LLC
Chesterfield, MOCIK 17620685 filings on record
Portfolio Value
$435.60M
Q1 2026
Holdings
387
Reported positions
New Buys
277
Opened this quarter
QoQ Change
+3.6%
from $420.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds11.3%
- Vanguard Index Fds10.8%
- Vanguard Index Fds10.1%
- Pgim ETF Tr5.7%
- J P Morgan Exchange Traded F5.6%
- Schwab Strategic Tr5.4%
- Other51.1%
Portfolio Holdings
387 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 331.4K | $49.08M | 11.3% | +4.4K | Added |
| 2 | Vanguard Index Fds | 108.1K | $47.23M | 10.8% | +2.4K | Added |
| 3 | Vanguard Index Fds | 73.9K | $44.13M | 10.1% | +1.3K | Added |
| 4 | Pgim ETF Tr | 503.9K | $24.94M | 5.7% | +25.6K | Added |
| 5 | J P Morgan Exchange Traded F | 481.5K | $24.37M | 5.6% | +20.5K | Added |
| 6 | Schwab Strategic Tr | 962.9K | $23.37M | 5.4% | +63.1K | Added |
| 7 | Vanguard Index Fds | 82.7K | $21.67M | 5.0% | +1.1K | Added |
| 8 | Vanguard Tax-Managed Fds | 291.3K | $18.66M | 4.3% | +3.0K | Added |
| 9 | J P Morgan Exchange Traded F | 339.1K | $17.70M | 4.1% | +34.9K | Added |
| 10 | Ishares U S ETF Tr | 337.5K | $17.16M | 3.9% | +43.4K | Added |
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