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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 335 | 428.2M $ | 99.94 % |
| 2 | NL | 2 | 196K $ | 0.05 % |
| 3 | GB | 8 | 62.1K $ | 0.01 % |
| 4 | TW | 1 | 6.4K $ | 0.00 % |
| 5 | IT | 1 | 2.7K $ | 0.00 % |
| 6 | BE | 1 | 2.6K $ | 0.00 % |
| 7 | JP | 2 | 2.5K $ | 0.00 % |
| 8 | IN | 1 | 1.6K $ | 0.00 % |
| 9 | BR | 1 | 854 $ | 0.00 % |
| 10 | FR | 1 | 771 $ | 0.00 % |
| 11 | IE | 1 | 751 $ | 0.00 % |
| 12 | ES | 1 | 736 $ | 0.00 % |