MBM WEALTH CONSULTANTS, LLC
All 13F Filings
- Location
- Chesterfield, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 518,608
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 123 | 518,608 | 13F-HR | MBM WEALTH CONSULTANTS, LLC |
| Q1 2026 | 4/20/2026 | 387 | 435,598 | 13F-HR | MBM WEALTH CONSULTANTS, LLC |
| Q4 2025 | 1/26/2026 | 110 | 420,547 | 13F-HR | MBM WEALTH CONSULTANTS, LLC |
| Q3 2025 | 10/31/2025 | 108 | 402,743 | 13F-HR | MBM WEALTH CONSULTANTS, LLC |
| Q2 2025 | 8/13/2025 | 107 | 373,519 | 13F-HR | MBM WEALTH CONSULTANTS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.8 K | 21.2% | 19.1 K | 0 | 19.1 K |
| ETFs | 408.9 K | 78.8% | 63.93 K | 0 | 63.93 K |
| Debt | 0 | 0.0% | 0 | 10 | -10 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
518,608
Holdings
123
QoQ value change ($000)
83,010
(19.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.