13F filer

MBM Wealth Consultants

As of Sep 30, 2026 Filed Oct 20, 2026 CIK 1762068 SEC filings ↗

13F Value

$545.7M

Positions

119

Top Position

VUG11.4%

Top 5

41.9%

Latest filing changes

vs Jun 30, 2026

1 JPST JPMorgan Ultra-Short Income ETF +7.8%+$2.2M

2 SCHO Schwab Short-Term U.S. Treasury ETF +8.1%+$2.1M

3 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +3.4%+$2.1M

4 JPLD JPMorgan Limited Duration Bond ETF +7.5%+$2.0M

5 PULS PGIM Ultra Short Bond ETF +6.9%+$1.9M

Holdings119

#							Trend (4Q)
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	11.4%	$62.1M	+3.4%	689.2K	11.1%	—	ETF
2	VOO Vanguard 500 Index Fund — ETF Shares	9.7%	$53.0M	+3.3%	75.6K	9.7%		ETF
3	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	9.7%	$52.9M	+3.5%	340.8K	10.0%		ETF
4	JPST JPMorgan Ultra-Short Income ETF	5.6%	$30.5M	+7.8%	604.6K	5.5%		ETF
5	PULS PGIM Ultra Short Bond ETF	5.5%	$30.2M	+6.9%	610.1K	5.5%		ETF
6	SCHO Schwab Short-Term U.S. Treasury ETF	5.2%	$28.6M	+8.1%	1.20M	5.2%		ETF
7	JPLD JPMorgan Limited Duration Bond ETF	5.2%	$28.4M	+7.5%	551.9K	5.2%		ETF
8	VEA Vanguard Developed Markets Index Fund — ETF Shares	4.2%	$23.0M	+3.5%	326.0K	4.3%		ETF
9	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	4.2%	$22.9M	+3.4%	80.6K	4.6%		ETF
10	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	3.2%	$17.4M	+7.0%	222.3K	3.2%		ETF
11	IEI iShares 3-7 Year Treasury Bond ETF	2.5%	$13.6M	+7.6%	119.5K	2.5%		ETF
12	BOND PIMCO Active Bond Exchange-Traded Fund	2.4%	$13.1M	+7.6%	151.0K	2.5%		ETF
13	JMST JPMorgan Ultra-Short Municipal Income ETF	2.3%	$12.8M	+2.7%	252.3K	2.4%		ETF
14	AAPL Apple	1.7%	$9.3M	+6.6%	27.8K	1.5%		Common Stock
15	VLO Valero Energy	1.0%	$5.4M	-2.3%	13.8K	0.7%		Common Stock
16	LRCX Lam Research Filing details 512807306 Sep 30, 2026 15,946 reported quantity $5,238,420 reported value	1.0%	$5.2M	+0.5%	15.9K	1.3%		Common Stock
17	SMMU PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	0.9%	$5.0M	+8.8%	100.2K	0.9%		ETF
18	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	0.8%	$4.3M	+2.3%	34.7K	0.8%		ETF
19	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	0.7%	$4.0M	+2.0%	44.9K	0.7%		ETF
20	NET Cloudflare	0.7%	$4.0M	+1.6%	11.4K	0.5%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing6

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.