Holdings
Mbm Wealth Consultants, LLC
As of Jun 30, 2026, Mbm Wealth Consultants, LLC reported 85 positions worth US$109M. Largest: Apple Inc, Lam Research Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 26,078 | US$7.55M | +10,870 | Jun 30, 2026 |
| Lam Research Corporation | 15,869 | US$6.88M | +343 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 10,762 | US$3.85M | +587 | Jun 30, 2026 |
| Valero Energy Corporation | 14,167 | US$3.69M | −484 | Jun 30, 2026 |
| Nvidia Corporation | 16,242 | US$3.25M | +810 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,291 | US$3.17M | +908 | Jun 30, 2026 |
| Abbvie Inc. | 12,001 | US$3.02M | +312 | Jun 30, 2026 |
| United Rentals, Inc. | 2,472 | US$2.8M | +251 | Jun 30, 2026 |
| Cloudflare, Inc. | 11,233 | US$2.76M | +1,174 | Jun 30, 2026 |
| Microsoft Corp. | 6,364 | US$2.37M | +840 | Jun 30, 2026 |