MBM WEALTH CONSULTANTS, LLC - Portfolio overview

MBM WEALTH CONSULTANTS, LLC has 389 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 11.16%
2. VUG - VANGUARD INDEX FDS, 10.74%
3. VOO - VANGUARD INDEX FDS, 10.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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