MBM Wealth Consultants, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 119 distinct securities.
The filing lists a diverse portfolio that includes major technology companies, industrial manufacturers, and various exchange-traded funds. Among the largest individual stock positions reported are Apple Inc., with 27,788 shares; Microsoft Corporation, with 6,688 shares; and NVIDIA Corporation, with 16,913 shares. The portfolio also includes significant positions in Johnson & Johnson, Eli Lilly & Co., and Procter & Gamble Co.
A substantial portion of the portfolio is allocated to exchange-traded funds. The filing identifies holdings in the iShares Core S&P 500 ETF, the Vanguard Index Funds S&P 500 ETF, and the SPDR Series Trust S&P 500 ETF. Additionally, the report lists several municipal bond ETFs, including the iShares 3-7 Year Treasury Bond ETF and the PIMCO ETF Trust Short-Term Municipal Bond Active ETF.
The filing was signed by Matthew Lapides, the Chief Compliance Officer of MBM Wealth Consultants, and was submitted on October 20, 2026.
