MBM Wealth Consultants, LLC

13F filer · CIK 0001762068

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$519MU.S. long equity reported on 13F

Positions923 new · 205 closed

Net flow last quarter+$13.2MBuys minus sells

Top 10 positions weight22.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202692 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$52M	10.04%	Not reported	-0.6%	Q4 2018
PULSPulse Electronics Corp	$28.3M	5.45%	3.25%	+13.3%	Q3 2020
AAPLApple Inc.	$7.55M	1.46%	0.00%	+71.5%	Q4 2018
LRCXLam Research Corp	$6.88M	1.33%	0.00%	+2.2%	Q4 2018
SMMUOasys Mobile, Inc.	$4.65M	0.90%	Not reported	+15.6%	Q4 2024
VLOValero Energy Corp	$3.69M	0.71%	0.00%	-3.3%	Q4 2018
GOOGAlphabet Inc.	$3.42M	0.66%	Not reported	+7.0%	Q4 2018
NVDANvidia Corp	$3.25M	0.63%	0.00%	+5.3%	Q4 2021
AMZNAmazon Com Inc	$3.17M	0.61%	0.00%	+7.3%	Q1 2021
ABBVAbbVie Inc.	$3.02M	0.58%	0.00%	+2.7%	Q4 2018
URIUnited Rentals, Inc.	$2.8M	0.54%	0.00%	+11.3%	Q4 2018
NETCloudflare, Inc.	$2.76M	0.53%	Not reported	+11.7%	Q1 2022
MSFTMicrosoft Corp	$2.37M	0.46%	0.00%	+15.2%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$2.36M	0.45%	0.00%	+14.5%	Q4 2020
FDXFedex Corp	$2.31M	0.44%	0.00%	+9.8%	Q4 2018
BKNGBooking Holdings Inc.	$2.24M	0.43%	0.00%	+18.4%	Q1 2022
HDHome Depot, Inc.	$2.17M	0.42%	0.00%	+19.7%	Q4 2018
COSTCostco Wholesale Corp	$2.16M	0.42%	0.00%	+12.6%	Q4 2018
WMWaste Management Inc	$2.16M	0.42%	0.00%	+14.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.12M	0.41%	Not reported	+18.3%	Q4 2018
LLYELI LILLY & Co	$2.1M	0.41%	0.00%	+24942.9%	Q1 2026
LMTLockheed Martin Corp	$2.07M	0.40%	0.00%	+14.3%	Q4 2018
UNHUnitedhealth Group Inc	$2M	0.39%	0.00%	-1.1%	Q4 2018
SCHWSchwab Charles Corp	$2M	0.39%	0.00%	+15.8%	Q4 2018
CICigna Group	$1.84M	0.36%	0.00%	+16.2%	Q4 2018
PGRProgressive Corp	$1.63M	0.31%	0.00%	-0.9%	Q4 2018
BXBlackstone Inc.	$1.62M	0.31%	0.00%	+24.6%	Q1 2020
COOCooper Companies, Inc.	$1.6M	0.31%	0.01%	-1.1%	Q4 2024
ICEIntercontinental Exchange, Inc.	$1.55M	0.30%	0.00%	+17.6%	Q4 2018
TMUST-Mobile US, Inc.	$1.53M	0.30%	0.00%	+19.3%	Q4 2023
IBKRInteractive Brokers Group, Inc.	$1.52M	0.29%	0.01%	+8.5%	Q4 2022
SPMDSupermedia Inc.	$1.4M	0.27%	Not reported	Not reported	Q4 2022
LUVSouthwest Airlines Co	$1.4M	0.27%	0.01%	+12.4%	Q3 2020
ORCLOracle Corp	$1.37M	0.26%	0.00%	+4067.4%	Q4 2018
FCFSFirstCash Holdings, Inc.	$1.36M	0.26%	0.01%	+9.1%	Q1 2021
UTHRUNITED THERAPEUTICS Corp	$1.26M	0.24%	0.01%	+10.2%	Q4 2023
MUMicron Technology Inc	$1.17M	0.23%	0.00%	+1.2%	Q4 2019
PEverpure, Inc.	$1.09M	0.21%	0.00%	+14.1%	Q4 2022
ADBEAdobe Inc.	$1.01M	0.20%	0.00%	-1.2%	Q1 2021
RKTRocket Companies, Inc.	$955K	0.18%	Not reported	+20.9%	Q4 2025
BABoeing Co	$863K	0.17%	0.00%	+19.2%	Q4 2018
NUNu Holdings Ltd.	$863K	0.17%	Not reported	+20.7%	Q4 2024
IBMInternational Business Machines Corp	$841K	0.16%	0.00%	+17.2%	Q4 2018
XOMExxonMobil Holdings Corp	$834K	0.16%	0.00%	+51.8%	Q4 2018
BMYBristol Myers Squibb Co	$810K	0.16%	0.00%	+2.3%	Q4 2018
USBUS Bancorp \de\	$733K	0.14%	0.00%	+5.4%	Q4 2018
TNLTravel & Leisure Co.	$666K	0.13%	0.01%	+6.2%	Q4 2023
CTRECareTrust REIT, Inc.	$664K	0.13%	0.01%	+2.5%	Q4 2021
KGSKodiak Gas Services, Inc.	$641K	0.12%	0.01%	-12.2%	Q4 2025
OKEOneok Inc	$637K	0.12%	0.00%	+1.9%	Q4 2018

Q1 2026Reported Apr 20, 2026293 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$49.1M	11.27%	Not reported	+1.3%	Q4 2018
PULSPulse Electronics Corp	$24.9M	5.73%	2.87%	+5.4%	Q3 2020
SMMUOasys Mobile, Inc.	$4.02M	0.92%	Not reported	+11.4%	Q4 2024
AAPLApple Inc.	$3.86M	0.89%	0.00%	-2.5%	Q4 2018
VLOValero Energy Corp	$3.62M	0.83%	0.00%	+4.3%	Q4 2018
LRCXLam Research Corp	$3.32M	0.76%	0.00%	-0.3%	Q4 2018
NVDANvidia Corp	$2.69M	0.62%	0.00%	+3.2%	Q4 2021
GOOGAlphabet Inc.	$2.59M	0.60%	Not reported	+2.8%	Q4 2018
AMZNAmazon Com Inc	$2.58M	0.59%	0.00%	+3.1%	Q1 2021
ABBVAbbVie Inc.	$2.54M	0.58%	0.00%	+2.4%	Q4 2018
FDXFedex Corp	$2.39M	0.55%	0.00%	+3.1%	Q4 2018
LMTLockheed Martin Corp	$2.15M	0.49%	0.00%	+2.2%	Q4 2018
NETCloudflare, Inc.	$2.08M	0.48%	Not reported	+5.9%	Q1 2022
COSTCostco Wholesale Corp	$2.05M	0.47%	0.00%	+6.0%	Q4 2018
MSFTMicrosoft Corp	$2.04M	0.47%	0.00%	+6.6%	Q4 2018
WMWaste Management Inc	$1.95M	0.45%	0.00%	-11.6%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$1.85M	0.43%	0.00%	+5.7%	Q4 2020
ARCCAres Capital Corp	$1.83M	0.42%	0.01%	+9.9%	Q4 2018
BKNGBooking Holdings Inc.	$1.79M	0.41%	0.00%	+5.2%	Q1 2022
SCHWSchwab Charles Corp	$1.76M	0.40%	0.00%	+6.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.72M	0.39%	Not reported	+6.7%	Q4 2018
HDHome Depot, Inc.	$1.69M	0.39%	0.00%	+7.1%	Q4 2018
ICEIntercontinental Exchange, Inc.	$1.68M	0.39%	0.00%	+7.1%	Q4 2018
URIUnited Rentals, Inc.	$1.62M	0.37%	0.00%	+6.4%	Q4 2018
TMUST-Mobile US, Inc.	$1.61M	0.37%	0.00%	+9.0%	Q4 2023
COOCooper Companies, Inc.	$1.61M	0.37%	0.01%	+6.6%	Q4 2024
CICigna Group	$1.53M	0.35%	0.00%	+7.7%	Q4 2018
PGRProgressive Corp	$1.49M	0.34%	0.00%	+8.7%	Q4 2018
JEFJefferies Financial Group Inc.	$1.34M	0.31%	0.02%	+21.0%	Q4 2022
UNHUnitedhealth Group Inc	$1.32M	0.30%	0.00%	+1.9%	Q4 2018
BXBlackstone Inc.	$1.27M	0.29%	0.00%	+20.5%	Q1 2020
UTHRUNITED THERAPEUTICS Corp	$1.25M	0.29%	0.01%	+3.8%	Q4 2023
ADBEAdobe Inc.	$1.22M	0.28%	0.00%	+11.4%	Q1 2021
FCFSFirstCash Holdings, Inc.	$1.09M	0.25%	0.01%	+3.8%	Q1 2021
IBKRInteractive Brokers Group, Inc.	$1.08M	0.25%	0.01%	+3.0%	Q4 2022
LUVSouthwest Airlines Co	$909K	0.21%	0.00%	+3.5%	Q3 2020
BMYBristol Myers Squibb Co	$834K	0.19%	0.00%	+4.1%	Q4 2018
NUNu Holdings Ltd.	$768K	0.18%	Not reported	+6.4%	Q4 2024
PEverpure, Inc.	$717K	0.16%	0.00%	+6.8%	Q4 2022
RKTRocket Companies, Inc.	$715K	0.16%	Not reported	+6.9%	Q4 2025
XOMExxonMobil Holdings Corp	$682K	0.16%	0.00%	+6.2%	Q4 2018
BABoeing Co	$666K	0.15%	0.00%	+0.1%	Q4 2018
OKEOneok Inc	$650K	0.15%	0.00%	+6.0%	Q4 2018
IBMInternational Business Machines Corp	$619K	0.14%	0.00%	+5.5%	Q4 2018
TAt&T Inc.	$608K	0.14%	0.00%	+6.7%	Q4 2018
FHIFederated Hermes, Inc.	$602K	0.14%	Not reported	+5.9%	Q4 2023
USBUS Bancorp \de\	$599K	0.14%	0.00%	+5.9%	Q4 2018
CTRECareTrust REIT, Inc.	$588K	0.14%	0.01%	+3.6%	Q4 2021
KMIKinder Morgan, Inc.	$584K	0.13%	0.00%	+6.7%	Q4 2018
VZVerizon Communications Inc	$576K	0.13%	0.00%	+6.7%	Q4 2018

Q4 2025Reported Jan 26, 202685 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$46.9M	11.16%	Not reported	-0.1%	Q4 2018
PULSPulse Electronics Corp	$23.7M	5.64%	2.73%	+14.9%	Q3 2020
AAPLApple Inc.	$4.24M	1.01%	0.00%	-1.7%	Q4 2018
SMMUOasys Mobile, Inc.	$3.6M	0.86%	Not reported	+11.5%	Q4 2024
NVDANvidia Corp	$2.79M	0.66%	0.00%	+2.5%	Q4 2021
AMZNAmazon Com Inc	$2.77M	0.66%	0.00%	+0.7%	Q1 2021
GOOGAlphabet Inc.	$2.76M	0.66%	Not reported	-1.2%	Q4 2018
LRCXLam Research Corp	$2.67M	0.63%	0.00%	-2.8%	Q4 2018
ABBVAbbVie Inc.	$2.61M	0.62%	0.00%	-2.2%	Q4 2018
MSFTMicrosoft Corp	$2.51M	0.60%	0.00%	-1.3%	Q4 2018
VLOValero Energy Corp	$2.29M	0.54%	0.00%	+1.4%	Q4 2018
BKNGBooking Holdings Inc.	$2.16M	0.51%	0.00%	+0.5%	Q1 2022
WMWaste Management Inc	$2.11M	0.50%	0.00%	+3.4%	Q4 2018
FDXFedex Corp	$1.88M	0.45%	0.00%	+0.7%	Q4 2018
NETCloudflare, Inc.	$1.87M	0.45%	Not reported	+0.4%	Q1 2022
ARCCAres Capital Corp	$1.87M	0.44%	0.01%	+4.1%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$1.78M	0.42%	0.00%	+7.5%	Q4 2020
SCHWSchwab Charles Corp	$1.76M	0.42%	0.00%	+0.8%	Q4 2018
COOCooper Companies, Inc.	$1.73M	0.41%	0.01%	+4.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.69M	0.40%	Not reported	+4.1%	Q4 2018
URIUnited Rentals, Inc.	$1.69M	0.40%	0.00%	-2.3%	Q4 2018
LMTLockheed Martin Corp	$1.68M	0.40%	0.00%	+0.4%	Q4 2018
COSTCostco Wholesale Corp	$1.67M	0.40%	0.00%	+5.1%	Q4 2018
JEFJefferies Financial Group Inc.	$1.66M	0.39%	0.01%	+1.3%	Q4 2022
HDHome Depot, Inc.	$1.65M	0.39%	0.00%	+1.7%	Q4 2018
ICEIntercontinental Exchange, Inc.	$1.62M	0.39%	0.00%	+2.1%	Q4 2018
UNHUnitedhealth Group Inc	$1.58M	0.38%	0.00%	+11.8%	Q4 2018
ADBEAdobe Inc.	$1.57M	0.37%	0.00%	+8.2%	Q1 2021
PGRProgressive Corp	$1.57M	0.37%	0.00%	+10.1%	Q4 2018
CICigna Group	$1.47M	0.35%	0.00%	+8.4%	Q4 2018
TMUST-Mobile US, Inc.	$1.43M	0.34%	0.00%	+8.0%	Q4 2023
BXBlackstone Inc.	$1.41M	0.34%	0.00%	+11.7%	Q1 2020
IBKRInteractive Brokers Group, Inc.	$1.01M	0.24%	0.01%	-0.3%	Q4 2022
UTHRUNITED THERAPEUTICS Corp	$992K	0.24%	0.00%	-2.5%	Q4 2023
LUVSouthwest Airlines Co	$965K	0.23%	0.00%	+0.3%	Q3 2020
RKTRocket Companies, Inc.	$908K	0.22%	Not reported	New	Q4 2025
FCFSFirstCash Holdings, Inc.	$887K	0.21%	0.01%	+0.4%	Q1 2021
NUNu Holdings Ltd.	$842K	0.20%	Not reported	+1.2%	Q4 2024
PEverpure, Inc.	$762K	0.18%	0.00%	+0.7%	Q4 2022
BABoeing Co	$726K	0.17%	0.00%	+65.0%	Q4 2018
IBMInternational Business Machines Corp	$717K	0.17%	0.00%	-3.0%	Q4 2018
BMYBristol Myers Squibb Co	$712K	0.17%	0.00%	+4.7%	Q4 2018
ZSZscaler, Inc.	$585K	0.14%	0.00%	+2.3%	Q4 2024
VITLVital Farms, Inc.	$582K	0.14%	0.04%	New	Q4 2025
USBUS Bancorp \de\	$581K	0.14%	0.00%	+6.6%	Q4 2018
CTRECareTrust REIT, Inc.	$560K	0.13%	0.01%	+4.1%	Q4 2021
ORIOld Republic International Corp	$556K	0.13%	0.00%	+5.1%	Q1 2021
TNLTravel & Leisure Co.	$552K	0.13%	0.01%	+4.7%	Q4 2023
CSCOCisco Systems, Inc.	$526K	0.13%	0.00%	+4.7%	Q4 2018
FHIFederated Hermes, Inc.	$522K	0.12%	Not reported	+11.4%	Q4 2023

Q3 2025Reported Oct 31, 202583 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$46.1M	11.46%	Not reported	-0.3%	Q4 2018
PULSPulse Electronics Corp	$20.7M	5.15%	2.37%	+18.9%	Q3 2020
AAPLApple Inc.	$4.04M	1.00%	0.00%	+1.0%	Q4 2018
SMMUOasys Mobile, Inc.	$3.24M	0.80%	Not reported	+5.9%	Q4 2024
NVDANvidia Corp	$2.72M	0.68%	0.00%	-16.1%	Q4 2021
MSFTMicrosoft Corp	$2.72M	0.68%	0.00%	-2.4%	Q4 2018
ABBVAbbVie Inc.	$2.7M	0.67%	0.00%	-0.1%	Q4 2018
AMZNAmazon Com Inc	$2.62M	0.65%	0.00%	-3.1%	Q1 2021
VLOValero Energy Corp	$2.36M	0.59%	0.00%	-7.8%	Q4 2018
GOOGAlphabet Inc.	$2.17M	0.54%	Not reported	-11.9%	Q4 2018
BKNGBooking Holdings Inc.	$2.17M	0.54%	0.00%	-0.5%	Q1 2022
LRCXLam Research Corp	$2.15M	0.53%	0.00%	-19.4%	Q4 2018
WMWaste Management Inc	$2.05M	0.51%	0.00%	+10.6%	Q4 2018
URIUnited Rentals, Inc.	$2.04M	0.51%	0.00%	-15.8%	Q4 2018
NETCloudflare, Inc.	$2.03M	0.50%	Not reported	-29.9%	Q1 2022
HDHome Depot, Inc.	$1.91M	0.47%	0.00%	+0.2%	Q4 2018
ARCCAres Capital Corp	$1.81M	0.45%	0.01%	+4.9%	Q4 2018
LMTLockheed Martin Corp	$1.73M	0.43%	0.00%	+11.9%	Q4 2018
JEFJefferies Financial Group Inc.	$1.73M	0.43%	0.01%	-15.1%	Q4 2022
COSTCostco Wholesale Corp	$1.71M	0.42%	0.00%	+11.4%	Q4 2018
SCHWSchwab Charles Corp	$1.67M	0.42%	0.00%	-0.1%	Q4 2018
ICEIntercontinental Exchange, Inc.	$1.65M	0.41%	0.00%	+4.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.62M	0.40%	Not reported	+15.5%	Q4 2018
TMUST-Mobile US, Inc.	$1.56M	0.39%	0.00%	+14.0%	Q4 2023
PGRProgressive Corp	$1.55M	0.38%	0.00%	+18.1%	Q4 2018
FDXFedex Corp	$1.52M	0.38%	0.00%	+5.1%	Q4 2018
UNHUnitedhealth Group Inc	$1.48M	0.37%	0.00%	+40.2%	Q4 2018
ADBEAdobe Inc.	$1.47M	0.36%	0.00%	+16.2%	Q1 2021
VRTXVertex Pharmaceuticals Inc / Ma	$1.43M	0.35%	0.00%	+27.0%	Q4 2020
CICigna Group	$1.42M	0.35%	0.00%	+18.5%	Q4 2018
BXBlackstone Inc.	$1.4M	0.35%	0.00%	+6.6%	Q1 2020
COOCooper Companies, Inc.	$1.38M	0.34%	0.01%	+21.0%	Q4 2024
IBKRInteractive Brokers Group, Inc.	$1.08M	0.27%	0.01%	-11.0%	Q4 2022
PEverpure, Inc.	$947K	0.24%	0.00%	-29.3%	Q4 2022
FCFSFirstCash Holdings, Inc.	$878K	0.22%	0.01%	-0.5%	Q1 2021
UTHRUNITED THERAPEUTICS Corp	$875K	0.22%	0.00%	-10.5%	Q4 2023
ALSumisho Air Lease Corporation	$824K	0.20%	0.01%	-17.8%	Q4 2023
NUNu Holdings Ltd.	$795K	0.20%	Not reported	-14.3%	Q4 2024
ZSZscaler, Inc.	$762K	0.19%	0.00%	-13.0%	Q4 2024
LUVSouthwest Airlines Co	$744K	0.18%	0.00%	-0.7%	Q3 2020
IBMInternational Business Machines Corp	$704K	0.17%	0.00%	+0.5%	Q4 2018
DXCMDexcom Inc	$621K	0.15%	0.00%	+4.1%	Q4 2024
BMYBristol Myers Squibb Co	$569K	0.14%	0.00%	Not reported	Q4 2018
COPConocophillips	$546K	0.14%	0.00%	+2.1%	Q4 2018
CTRECareTrust REIT, Inc.	$516K	0.13%	0.01%	+0.1%	Q4 2021
TAt&T Inc.	$513K	0.13%	0.00%	+0.9%	Q4 2018
UNMUnum Group	$494K	0.12%	0.00%	+3.9%	Q1 2021
USBUS Bancorp \de\	$493K	0.12%	0.00%	+1.7%	Q4 2018
ORIOld Republic International Corp	$492K	0.12%	0.00%	+1.1%	Q1 2021
AEEAmeren Corp	$487K	0.12%	0.00%	Not reported	Q4 2018

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