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MBM WEALTH CONSULTANTS, LLC
hedge fundUpdated 16 days agoManaged by Mbm Wealth Consultants, Llc • Latest filing Q3 2026
Portfolio value
$545.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $402.7M |
| Q4 2025 | $420.5M |
| Q1 2026 | $435.6M |
| Q2 2026 | $518.6M |
| Q3 2026 | $545.7M |
Top holdings
119 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $62.1M | 689.2K | 11.38% | Added(+3.4%) | |
| 2 | $53M | 75.6K | 9.71% | Added(+3.3%) | |
| 3 | $52.9M | 340.8K | 9.69% | Added(+3.5%) | |
| 4 | $30.5M | 604.6K | 5.58% | Added(+7.8%) | |
| 5 | $30.2M | 610.1K | 5.53% | Added(+6.9%) | |
| 6 | $28.6M | 1.20M | 5.25% | Added(+8.1%) | |
| 7 | $28.4M | 551.9K | 5.20% | Added(+7.5%) | |
| 8 | $23M | 326.0K | 4.22% | Added(+3.5%) | |
| 9 | $22.9M | 80.6K | 4.20% | Added(+3.4%) | |
| 10 | $17.4M | 222.3K | 3.20% | Added(+7.0%) | |
| 11 | $13.6M | 119.5K | 2.48% | Added(+7.6%) | |
| 12 | $13.1M | 151.0K | 2.41% | Added(+7.6%) | |
| 13 | $12.8M | 252.3K | 2.34% | Added(+2.7%) | |
| 14 | $9.3M | 27.8K | 1.70% | Added(+6.6%) | |
| 15 | $5.4M | 13.8K | 0.98% | Trimmed(-2.3%) | |
| 16 | $5.2M | 15.9K | 0.96% | Added(+0.5%) | |
| 17 | $5M | 100.2K | 0.91% | Added(+8.8%) | |
| 18 | $4.3M | 34.7K | 0.78% | Added(+2.3%) | |
| 19 | $4M | 44.9K | 0.74% | Added(+2.0%) | |
| 20 | $4M | 11.4K | 0.73% | Added(+1.6%) |