MBM WEALTH CONSULTANTS, LLC

Q3 2026 13F-HR Holdings

Location
Chesterfield, MO
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$545,669
Net value change ($000)
+27,061 (5.2%)
New positions
4
Sold out positions
8
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 4,700 8.2%
VOO 2,743 5.5%
APH 2,185 NEW
JPST 2,087 7.4%
PULS 1,892 6.7%
SCHO 1,823 6.8%
AAPL 1,708 22.6%
VLO 1,674 45.4%
JPLD 1,580 5.9%
VSDM 1,213 57.4%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -1,639 -23.8%
PGR -1,625 -100.0%
SUB -1,016 -100.0%
XOM -834 -100.0%
VB -689 -2.9%
OKE -637 -100.0%
FEDEX FGHT HLDG CO INC -527 -100.0%
COO -347 -21.7%
HD -277 -12.8%
IEFA -273 -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