MBM WEALTH CONSULTANTS, LLC: 13F holdings
CIK 17620682026Q2
| Positions | 123 |
|---|---|
| Reported value | $518.6m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 666,368 | $57.4m | 11.1% |
| VYM VANGUARD WHITEHALL FDS | 329,351 | $52.0m | 10.0% |
| VOO VANGUARD INDEX FDS | 73,189 | $50.3m | 9.7% |
| JPST J P MORGAN EXCHANGE TRADED F | 560,962 | $28.4m | 5.5% |
| PULS PGIM ETF TR | 570,844 | $28.3m | 5.5% |
| SCHO SCHWAB STRATEGIC TR | 1,110,545 | $26.8m | 5.2% |
| J P MORGAN EXCHANGE TRADED F | 513,387 | $26.8m | 5.2% |
| VB VANGUARD INDEX FDS | 77,964 | $23.6m | 4.6% |
| VEA VANGUARD TAX-MANAGED FDS | 314,916 | $22.4m | 4.3% |
| VO VANGUARD INDEX FDS | 207,708 | $16.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1762068")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.