MBM WEALTH CONSULTANTS, LLC

Q2 2026 13F-HR Holdings

Location
Chesterfield, MO
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$518,608
Net value change ($000)
+83,010 (19.1%)
New positions
7
Sold out positions
271
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VO 15,958 2053.8%
BOND 12,945 NEW
VUG 10,175 21.5%
JPLD 9,098 51.4%
VOO 6,134 13.9%
JPST 4,001 16.4%
VEA 3,773 20.2%
AAPL 3,686 95.5%
LRCX 3,560 107.3%
SCHO 3,441 14.7%
Top Reduces (Value $000, Stocks/ETFs)
NEAR -17,157 -100.0%
SUB -2,807 -73.4%
ARCC -1,278 -69.8%
JEF -1,093 -81.9%
VITL -268 -100.0%
ADBE -203 -16.7%
BLK -163 -100.0%
ECL -163 -100.0%
DHR -150 -100.0%
ICE -135 -8.0%
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