MBM WEALTH CONSULTANTS, LLC

Q1 2026 13F-HR Holdings

Location
Chesterfield, MO
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
387
Total value ($000)
$435,598
Net value change ($000)
+15,051 (3.6%)
New positions
277
Sold out positions
0
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VYM 2,147 4.6%
NEAR 2,126 14.1%
JPLD 1,777 11.2%
SCHO 1,442 6.6%
VLO 1,334 58.4%
PULS 1,225 5.2%
IEI 1,064 10.7%
JPST 1,044 4.5%
VV 716 NEW
VEA 656 3.6%
Top Reduces (Value $000, Stocks/ETFs)
VUG -4,369 -8.5%
VOO -1,391 -3.1%
MSFT -461 -18.4%
AAPL -382 -9.0%
BKNG -373 -17.3%
ADBE -357 -22.7%
JEF -323 -19.5%
VITL -314 -54.0%
EMR -287 -80.4%
UNH -259 -16.4%
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