Latest MBM Wealth Consultants, LLC Stock Portfolio

MBM Wealth Consultants, LLC Performance:

2026 Q1: -1.79%YTD: -1.79%2025: 10.79%

Performance for 2026 Q1 is -1.79%, and YTD is -1.79%, and 2025 is 10.79%.

About MBM Wealth Consultants, LLC and 13F Hedge Fund Stock Holdings

MBM WEALTH CONSULTANTS, LLC is a hedge fund based in Chesterfield, MO. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, MBM WEALTH CONSULTANTS, LLC reported an equity portfolio of $435.6 Millions as of 31 Mar, 2026.

The top stock holdings of MBM WEALTH CONSULTANTS, LLC are VIGI, VB, VB. The fund has invested 11.3% of it's portfolio in VANGUARD WHITEHALL FDS and 10.8% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in EMERSON ELEC CO (EMR), CONOCOPHILLIPS (COP) and WASTE MGMT INC DEL (WM). MBM WEALTH CONSULTANTS, LLC opened new stock positions in VANGUARD INDEX FDS (VB), ASML HLDG NV (ASML) and ECOLAB INC (ECL). The fund showed a lot of confidence in some stocks as they added substantially to JEFFERIES FINANCIAL GROUP IN (JEF), BLACKSTONE INC (BX) and KODIAK GAS SVCS INC.

MBM Wealth Consultants, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MBM WEALTH CONSULTANTS, LLC made a return of -1.79% in the last quarter. In trailing 12 months, it's portfolio return was 11.11%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	715,746
asml hldg nv	195,483
ecolab inc	162,804
blackrock inc	162,529
danaher corp del	149,974
vanguard specialized funds	134,197
dimensional etf trust	122,080
centene corp del	121,629

New stocks bought by MBM Wealth Consultants, LLC

Additions

Ticker	% Inc.
jefferies financial group in	20.95
blackstone inc	20.48
kodiak gas svcs inc	18.02
ishares u s etf tr	14.74
zscaler inc	14.1
pfizer inc	12.52
prudential finl inc	12.29
j p morgan exchange traded f	11.48

Additions to existing portfolio by MBM Wealth Consultants, LLC

Reductions

Ticker	% Reduced
emerson elec co	-80.19
conocophillips	-64.2
waste mgmt inc del	-11.61
parker-hannifin corp	-8.09
dimensional etf trust	-7.38
j p morgan exchange traded f	-4.14
apple inc	-2.54
ishares tr	-1.59

MBM Wealth Consultants, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by MBM Wealth Consultants, LLC

Sector Distribution

MBM WEALTH CONSULTANTS, LLC has about 80.5% of it's holdings in Others sector.

Sector	%
Others	80.5
Technology	4.2
Financial Services	3.3
Healthcare	3
Industrials	2.5
Consumer Cyclical	1.7
Communication Services	1.4
Energy	1.3

Market Cap. Distribution

MBM WEALTH CONSULTANTS, LLC has about 18.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.5
LARGE-CAP	10.9
MEGA-CAP	7.4
MID-CAP	1.1

Stocks belong to which Index?

About 16.2% of the stocks held by MBM WEALTH CONSULTANTS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.9
S&P 500	16.2

Top 5 Winners (%)		%
LXU	lsb inds inc	75.3 %
VLO	valero energy corp	50.2 %
	kodiak gas svcs inc	49.5 %
XOM	exxon mobil corp	39.3 %
COP	conocophillips	27.8 %

Top 5 Winners ($)		$
VIGI	vanguard whitehall fds	1.5 M
VLO	valero energy corp	1.2 M
LRCX	lam research corp	0.7 M
VEA	vanguard tax-managed fds	0.5 M
FDX	fedex corp	0.4 M

Top 5 Losers (%)		%
VITL	vital farms inc	-55.3 %
ZS	zscaler inc	-36.1 %
AQST	aquestive therapeutics inc	-35.8 %
JEF	jefferies financial group in	-31.4 %
ADBE	adobe inc	-29.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-5.5 M
VB	vanguard index fds	-2.2 M
JEF	jefferies financial group in	-0.6 M
MSFT	microsoft corp	-0.6 M
ADBE	adobe inc	-0.5 M

MBM Wealth Consultants, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MBM Wealth Consultants, LLC

MBM WEALTH CONSULTANTS, LLC has 386 stocks in it's portfolio. About 66.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VIGI was the most profitable stock for MBM WEALTH CONSULTANTS, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.89	15,208	3,859,510	reduced	-2.54

AAXJ	ishares tr	2.54	93,201	11,053,700	added	11.35

AAXJ	ishares tr	0.88	35,894	3,822,710	reduced	-1.59

AAXJ	ishares tr	0.01	244	25,901	new

AAXJ	ishares tr	0.00	176	13,800	new

AAXJ	ishares tr	0.00	30.00	1,537	new

ABBV	abbvie inc	0.58	11,689	2,542,250	added	2.36

ABT	abbott laboratories	0.00	45.00	4,620	new

ACRS	aclaris therapeutics inc	0.00	3,198	11,993	new

ACWF	ishares tr	0.01	380	26,668	new

ACWF	ishares tr	0.00	95.00	6,456	new

ACWV	ishares inc	0.00	171	10,711	new

ADBE	adobe inc	0.28	5,010	1,217,830	added	11.36

ADI	analog devices inc	0.00	33.00	10,499	new

ADP	automatic data processing in	0.00	69.00	14,019	new

AEE	ameren corp	0.12	4,857	533,881	added	4.09

AEMB	american centy etf tr	0.01	532	55,876	new

AEMB	american centy etf tr	0.00	201	17,053	new

AEMB	american centy etf tr	0.00	130	14,361	new

AEP	american elec pwr co inc	0.00	97.00	12,715	new