MBM WEALTH CONSULTANTS, LLC

Q4 2025 13F-HR Holdings

Location
Chesterfield, MO
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$420,547
Net value change ($000)
+17,804 (4.4%)
New positions
7
Sold out positions
5
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 3,239 16.1%
PULS 2,974 14.3%
SCHO 2,241 11.4%
JPLD 1,608 11.2%
RKT 908 NEW
VEA 818 4.8%
VYM 788 1.7%
VOO 774 1.7%
NEAR 664 4.6%
GOOGL 592 27.3%
Top Reduces (Value $000, Stocks/ETFs)
JMST -1,010 -7.7%
AL -824 -100.0%
DXCM -621 -100.0%
UNM -494 -100.0%
FIS -352 -100.0%
URI -349 -17.1%
COP -335 -61.4%
HD -260 -13.6%
MSFT -213 -7.8%
BLK -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type