Notify me when MBM WEALTH CONSULTANTS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 110 | $420,546,649 | +$18,211,808 | -$5,380,295 | +$12,831,513 | VUG, VYM, VOO, PULS, JPST | 13F-HR | 26 Jan 2026, 12:59 |
| Q3 2025 | 108 | $402,742,794 | +$21,583,451 | -$12,898,029 | +$8,685,422 | VUG, VYM, VOO, PULS, VB | 13F-HR | 31 Oct 2025, 11:47 |
| Q2 2025 | 107 | $373,518,564 | +$16,622,212 | -$3,156,576 | +$13,465,636 | VUG, VYM, VOO, VB, PULS | 13F-HR | 13 Aug 2025, 11:43 |
| Q1 2025 | 105 | $338,439,896 | +$11,528,997 | -$1,831,533 | +$9,697,464 | VUG, VYM, VOO, VB, PULS | 13F-HR | 28 Apr 2025, 16:31 |
| Q4 2024 | 104 | $335,907,369 | +$31,640,011 | -$10,246,072 | +$21,393,939 | VUG, VYM, VOO, VB, PULS | 13F-HR | 17 Jan 2025, 12:17 |
| Q3 2024 | 106 | $317,038,297 | +$38,287,200 | -$24,011,294 | +$14,275,906 | VUG, VYM, VOO, VB, VEA | 13F-HR | 07 Oct 2024, 12:37 |
| Q2 2024 | 104 | $293,075,973 | +$9,716,377 | -$6,107,542 | +$3,608,835 | VUG, VOO, VYM, VB, JMST | 13F-HR | 30 Jul 2024, 14:55 |
| Q1 2024 | 105 | $284,320,522 | +$6,898,496 | -$1,902,468 | +$4,996,028 | VUG, VYM, VOO, VB, VEA | 13F-HR | 18 Apr 2024, 12:50 |
| Q4 2023 | 106 | $265,285,982 | +$28,444,577 | -$13,736,970 | +$14,707,607 | VUG, VYM, VOO, VB, VEA | 13F-HR | 30 Jan 2024, 12:32 |
| Q3 2023 | 106 | $230,015,048 | +$22,218,764 | -$19,124,051 | +$3,094,713 | VUG, VYM, VOO, VB, JMST | 13F-HR | 19 Oct 2023, 13:14 |
| Q2 2023 | 103 | $233,559,700 | +$20,654,715 | -$19,482,170 | +$1,172,545 | VUG, VOO, VYM, JMST, VB | 13F-HR | 24 Jul 2023, 16:24 |
| Q1 2023 | 270 | $222,112,000 | $0 | -$795,142 | -$795,142 | VUG, VYM, VOO, JMST, VB | 13F-HR | 31 May 2023, 15:55 |
| Q4 2022 | 347 | $212,178,000 | +$12,150,647 | -$13,667,748 | -$1,517,101 | VYM, VUG, VOO, JMST, VB | 13F-HR | 15 Feb 2023, 10:50 |
| Q3 2022 | 264 | $207,371,000 | +$22,241,933 | -$13,812,015 | +$8,429,918 | VYM, VUG, VOO, JMST, FLRN | 13F-HR | 24 Oct 2022, 12:52 |
| Q2 2022 | 274 | $203,445,000 | +$50,684,435 | -$62,064,944 | -$11,380,509 | VYM, VUG, VOO, JMST, FLRN | 13F-HR | 15 Aug 2022, 08:13 |
| Q1 2022 | 303 | $240,718,000 | +$34,085,245 | -$22,017,575 | +$12,067,670 | VUG, VYM, VOO, SJNK, VCSH | 13F-HR | 16 May 2022, 10:13 |
| Q4 2021 | 287 | $240,970,000 | +$21,254,531 | -$8,604,460 | +$12,650,071 | VUG, VYM, VOO, SJNK, VCSH | 13F-HR | 15 Feb 2022, 16:04 |
| Q3 2021 | 285 | $219,030,000 | +$16,936,137 | -$8,912,615 | +$8,023,522 | VUG, VYM, VOO, SJNK, ISTB | 13F-HR | 15 Nov 2021, 19:01 |
| Q2 2021 | 263 | $213,119,000 | +$35,785,427 | -$28,444,007 | +$7,341,420 | VUG, VYM, SJNK, VOO, PULS | 13F-HR | 12 Aug 2021, 18:07 |
| Q1 2021 | 254 | $196,893,000 | +$18,864,360 | -$13,280,566 | +$5,583,794 | VUG, PULS, SHYG, VYM, ISTB | 13F-HR | 07 May 2021, 18:44 |
| Q4 2020 | 234 | $183,638,000 | +$32,367,741 | -$20,264,493 | +$12,103,248 | VUG, SHYG, VYM, VOO, PULS | 13F-HR | 09 Feb 2021, 12:30 |
| Q3 2020 | 226 | $156,563,000 | +$11,120,347 | -$1,319,506 | +$9,800,841 | VUG, SPSB, SHYG, FLRN, VYM | 13F-HR | 10 Nov 2020, 19:00 |
| Q2 2020 | 209 | $141,811,000 | +$16,125,374 | -$15,225,646 | +$899,728 | VUG, SPSB, FLRN, SHYG, VYM | 13F-HR | 07 Aug 2020, 13:07 |
| Q1 2020 | 199 | $120,812,000 | +$12,593,778 | -$1,538,438 | +$11,055,340 | SPSB, FLRN, SHYG, VUG, VYM | 13F-HR | 12 May 2020, 18:17 |
| Q4 2019 | 210 | $134,903,000 | +$8,038,407 | -$6,294,512 | +$1,743,895 | VUG, SPSB, VYM, SHYG, FLRN | 13F-HR | 11 Feb 2020, 12:41 |
| Q3 2019 | 206 | $127,282,000 | +$7,954,117 | -$1,030,098 | +$6,924,019 | VUG, SPSB, VYM, SHYG, FLRN | 13F-HR | 30 Oct 2019, 11:07 |
| Q2 2019 | 224 | $120,307,000 | +$7,288,450 | -$4,476,477 | +$2,811,973 | VUG, VYM, SPSB, SHYG, FLRN | 13F-HR | 30 Jul 2019, 11:22 |
| Q1 2019 | 213 | $114,036,000 | +$21,745,612 | -$19,103,878 | +$2,641,734 | SPSB, VUG, VYM, FLRN, SHYG | 13F-HR | 25 Apr 2019, 14:49 |
| Q4 2018 | 228 | $102,148,000 | $0 | $0 | $0 | SPSB, VUG, VYM, ITM, IVV | 13F-HR | 13 Feb 2019, 10:54 |