MBM Wealth Consultants Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$15.3M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$12.9M |
| 3 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$9.09M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.02M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$3.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$17.2M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$2.81M |
| 3 |
Jefferies Financial Group
JEF
|
+$1.42M |
| 4 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$1.36M |
| 5 |
Ares Capital
ARCC
|
+$1.34M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 78.84% |
| 2 | Technology | 5.81% |
| 3 | Financials | 3.74% |
| 4 | Healthcare | 3.26% |
| 5 | Industrials | 2.6% |
Similar funds
MBM Wealth Consultants's Q2 2026 Portfolio in Review
As of Q2 2026, MBM Wealth Consultants held 394 positions worth $519M, up 19% from $436M the previous quarter. Its ten largest holdings account for 64% of the portfolio.
MBM Wealth Consultants deployed $45.2M of net new capital in Q2 2026, opening 7 new positions and adding to 88 existing holdings. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 140,381 shares worth $12.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, down from 79% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $2.81M trimmed.
- MBM Wealth Consultants's largest Q2 2026 buy was PIMCO Active Bond Exchange-Traded Fund: 140,381 shares worth $12.9M.
- MBM Wealth Consultants added most to Vanguard Morningstar Mid-Cap ETF in Q2 2026, an estimated $15.3M increase.
- MBM Wealth Consultants's biggest Q2 2026 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $2.81M.
- MBM Wealth Consultants fully exited iShares Short Maturity Bond ETF in Q2 2026, selling an estimated $17.2M.
- MBM Wealth Consultants's ten largest holdings make up 64% of its $519M portfolio in Q2 2026.
- MBM Wealth Consultants opened 7 new positions and closed 271 in Q2 2026.
- MBM Wealth Consultants's portfolio value rose 19% quarter-over-quarter to $519M.
Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.