Titelia

Holdings of MBM WEALTH CONSULTANTS, LLC

356 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 67.3 % of the equity sleeve

Sector breakdown

  • Funds 11.0 %
  • Technology 4.0 %
  • Financials 2.7 %
  • Health care 2.6 %
  • Industrials 2.5 %
  • Consumer discretionary 1.6 %
  • Communication 1.5 %
  • Energy 1.3 %
  • Consumer staples 0.6 %
  • Utilities 0.4 %
  • Materials 0.2 %
  • Real estate 0.2 %
  • Unattributed 71.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • NL 0.0 %
  • GB 0.0 %
  • TW 0.0 %
  • IT 0.0 %
  • BE 0.0 %
  • JP 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • FR 0.0 %
  • IE 0.0 %
  • ES 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US335428.2M $99.94 %
2NL2196K $0.05 %
3GB862.1K $0.01 %
4TW16.4K $0.00 %
5IT12.7K $0.00 %
6BE12.6K $0.00 %
7JP22.5K $0.00 %
8IN11.6K $0.00 %
9BR1854 $0.00 %
10FR1771 $0.00 %
11IE1751 $0.00 %
12ES1736 $0.00 %

Positions

RankCompanySharesValueWeight
201iShares Core S&P Mid-Cap ETF 26718K $
202Philip Morris International Inc. 10918K $
203Amentum Holdings Inc 67817.7K $
204Schwab Strategic Trust 57617.6K $
205Avantis International Equity ETF 20117.1K $
206iShares Core S&P Small-Cap ETF 13616.9K $
207Schwab US Dividend Equity ETF 54916.8K $
208Gemini Space Station Inc 3,81016.8K $
209MetLife Inc 23816.8K $
210Hartford Insurance Group Inc/The 12116.4K $
211Select Sector Spdr Trust 9515.4K $
212Grayscale Bitcoin Trust ETF 27314.4K $
213American Century ETF Trust 13014.4K $
214Automatic Data Processing Inc 6914K $
215iShares Core U.S. Aggregate Bond ETF 13913.8K $
216iShares MSCI EAFE Small-Cap ETF 17613.8K $
217Capital One Financial Corp 7012.8K $
218American Electric Power Co Inc 9712.7K $
219Aclaris Therapeutics Inc 3,19812K $
220Dell Technologies Inc 7312K $
221Vanguard Scottsdale Funds 11811.8K $
222iShares Trust 12111.8K $
223Vanguard Scottsdale Funds 19711.8K $
224Boot Barn Holdings Inc 7711.3K $
225Entergy Corp 10011.2K $
226Walmart Inc 9011.2K $
227Walt Disney Co/The 11310.9K $
228iShares MSCI Eurozone ETF 17110.7K $
229Analog Devices Inc 3310.5K $
230Vanguard International Equity Index Funds 1809.7K $
231Comcast Corp 3349.6K $
232iShares Trust 1889.6K $
233First Busey Corp 3198.1K $
234iShares Trust 227.8K $
235Kraft Heinz Co/The 3337.5K $
236Tesla Inc 207.4K $
237UDR Inc 2167.3K $
238Mondelez International Inc 1186.8K $
239Intel Corp 1506.6K $
240Altria Group, Inc. 1006.6K $
241Vanguard Total International S 856.6K $
242Eli Lilly & Co 76.4K $
243Taiwan Semiconductor Manufacturing Co Ltd 196.4K $
244iShares Trust 686.3K $
245Edwards Lifesciences Corp 786.2K $
246Constellation Energy Corp. 226.1K $
247Texas Instruments Inc 305.8K $
248Watsco Inc 165.8K $
249Procter & Gamble Co/The 385.5K $
250Kimberly-Clark Corp 565.4K $
251iShares Trust 285.4K $
252SPDR Series Trust 1725.3K $
253iShares Core S&P Total U.S. Stock Market ETF 375.3K $
254Diamondback Energy Inc 265.1K $
255State Street SPDR Bloomberg Short Term High Yield Bond ETF 1985K $
256Service Corp International/US 605K $
257Owens Corning 454.9K $
258iShares MSCI USA Momentum Factor ETF 204.8K $
259State Street Blackstone Senior Loan ETF 1184.7K $
260Dimensional International Smal 1394.7K $
261Abbott Laboratories 454.6K $
262Vanguard Scottsdale Funds 954.5K $
263First Solar Inc 203.9K $
264Motorola Solutions Inc 93.9K $
265Target Corp 323.9K $
266Salesforce Inc 203.7K $
267Ethereum Investment Trust 2053.5K $
268Pacer Funds Trust 553.4K $
269McDonald's Corp. 113.4K $
270General Electric Co 123.4K $
271Dow Inc 773.2K $
272Schwab U.S. Large-Cap ETF 1183K $
273iShares Russell 2000 ETF 123K $
274iShares Trust 293K $
275Stryker Corp 93K $
276Invesco S&P MidCap Momentum ET 202.9K $
277NatWest Group PLC 1892.8K $
278Eni SpA 472.7K $
279Barclays PLC 1242.6K $
280Anheuser-Busch InBev SA/NV 372.6K $
281Broadcom Inc 82.5K $
282Intuitive Surgical Inc 52.3K $
283Coinbase Global Inc 132.3K $
284APTERA MOTORS CORP 8072.1K $
285National Grid PLC 242K $
286iShares Core MSCI EAFE ETF 222K $
287Science Applications International Corp 201.9K $
288GE Vernova Inc 21.7K $
289Mizuho Financial Group Inc 2151.7K $
290S&P Global Inc 41.7K $
291British American Tobacco PLC 291.7K $
292Deere & Co 31.7K $
293HDFC Bank Ltd 661.6K $
294Grayscale Bitcoin Mini Trust E 541.6K $
295Cava Group Inc 201.6K $
296Rio Tinto PLC 171.6K $
297iShares Broad USD Investment Grade Corporate Bond ETF 301.5K $
298Amphenol Corp 121.5K $
299AMETEK Inc 71.5K $
300KLA Corp 11.5K $