MBM Wealth Consultants Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$2.21M |
| 2 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$1.83M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.54M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$1.27M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Emerson Electric
EMR
|
+$310K |
| 2 |
Waste Management
WM
|
+$256K |
| 3 |
ConocoPhillips
COP
|
+$160K |
| 4 |
Apple
AAPL
|
+$103K |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$78.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.39% |
| 2 | Technology | 4.3% |
| 3 | Healthcare | 2.98% |
| 4 | Industrials | 2.54% |
| 5 | Consumer Discretionary | 1.71% |
Similar funds
MBM Wealth Consultants's Q1 2026 Portfolio in Review
As of Q1 2026, MBM Wealth Consultants held 387 positions worth $436M, up 3.6% from $421M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
MBM Wealth Consultants deployed $23.4M of net new capital in Q1 2026, opening 277 new positions and adding to 86 existing holdings. Its largest new stake was Vanguard Morningstar Large-Cap ETF: 2,395 shares worth $716K.
By sector, the portfolio is most concentrated in Financials at 4.4% of assets, down from 4.5% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Emerson Electric, an estimated $310K trimmed.
- MBM Wealth Consultants's largest Q1 2026 buy was Vanguard Morningstar Large-Cap ETF: 2,395 shares worth $716K.
- MBM Wealth Consultants added most to iShares Short Maturity Bond ETF in Q1 2026, an estimated $2.21M increase.
- MBM Wealth Consultants's biggest Q1 2026 reduction was Emerson Electric, cutting an estimated $310K.
- MBM Wealth Consultants's ten largest holdings make up 66% of its $436M portfolio in Q1 2026.
- MBM Wealth Consultants opened 277 new positions and closed 0 in Q1 2026.
- MBM Wealth Consultants's portfolio value rose 3.6% quarter-over-quarter to $436M.
Based on MBM Wealth Consultants's 13F filing for Q1 2026, filed 20 Apr 2026.