• 13F History

MBM Wealth Consultants, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$336M
Signature - Title
Matthew Lapides - CCO
Location
Chesterfield, MO
Summary
This page shows a list of all the recent 13F filings made by MBM Wealth Consultants, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MBM Wealth Consultants, LLC reported 104 stock holdings with total value $336M as of Q4 2024. Top holdings included VUG, VYM, VOO, VB, and PULS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 104 $336M +$31.6M -$10.2M +$21.4M VUG, VYM, VOO, VB, PULS 13F-HR 1/17/2025, 12:17 PM
Q3 2024 106 $317M +$38.3M -$24M +$14.3M VUG, VYM, VOO, VB, VEA 13F-HR 10/7/2024, 12:37 PM
Q2 2024 104 $293M +$9.72M -$6.11M +$3.61M VUG, VOO, VYM, VB, JMST 13F-HR 7/30/2024, 02:55 PM
Q1 2024 105 $284M +$6.9M -$1.9M +$5M VUG, VYM, VOO, VB, VEA 13F-HR 4/18/2024, 12:50 PM
Q4 2023 104 $265M +$28.4M -$13.7M +$14.7M VUG, VYM, VOO, VB, VEA 13F-HR 1/30/2024, 12:32 PM
Q3 2023 106 $230M +$22.2M -$4.91M +$17.3M VUG, VYM, VOO, VB, JMST 13F-HR 10/19/2023, 01:14 PM
Q2 2023 103 $234M +$25.1M -$13.6M +$11.6M VUG, VOO, VYM, JMST, VB 13F-HR 7/24/2023, 04:24 PM
Q1 2023 196 $222M -$142 -$142 VUG, VYM, VOO, JMST, VB 13F-HR 5/31/2023, 03:55 PM
Q4 2022 319 $212M +$12.2M -$12.7M -$507K VYM, VUG, VOO, JMST, VB 13F-HR 2/15/2023, 09:50 AM
Q3 2022 250 $207M +$22.9M -$17.5M +$5.36M VYM, VUG, VOO, JMST, FLRN 13F-HR 10/24/2022, 12:52 PM
Q2 2022 254 $198M +$50.7M -$16.5M +$34.2M VYM, VUG, VOO, JMST, FLRN 13F-HR 8/15/2022, 08:13 AM
Q1 2022 290 $234M +$33.8M -$21.8M +$12M VUG, VYM, VOO, SJNK, VCSH 13F-HR 5/16/2022, 10:13 AM
Q4 2021 279 $234M +$20.8M -$8.24M +$12.6M VUG, VYM, VOO, SJNK, VCSH 13F-HR 2/15/2022, 03:04 PM
Q3 2021 283 $219M +$16.9M -$8.92M +$8.02M VUG, VYM, VOO, SJNK, ISTB 13F-HR 11/15/2021, 07:01 PM
Q2 2021 260 $213M +$35.8M -$28.4M +$7.34M VUG, VYM, SJNK, VOO, PULS 13F-HR 8/12/2021, 06:07 PM
Q1 2021 251 $197M +$18.9M -$13.3M +$5.58M VUG, PULS, SHYG, VYM, ISTB 13F-HR 5/7/2021, 06:44 PM
Q4 2020 223 $184M +$32.4M -$20.1M +$12.2M VUG, SHYG, VYM, VOO, PULS 13F-HR 2/9/2021, 11:30 AM
Q3 2020 218 $157M +$11.1M -$1.05M +$10.1M VUG, SPSB, SHYG, FLRN, VYM 13F-HR 11/10/2020, 06:00 PM
Q2 2020 205 $142M +$16.1M -$15.2M +$913K VUG, SPSB, FLRN, SHYG, VYM 13F-HR 8/7/2020, 01:07 PM
Q1 2020 192 $121M +$12.6M -$799K +$11.8M SPSB, FLRN, SHYG, VUG, VYM 13F-HR 5/12/2020, 06:17 PM
Q4 2019 207 $135M +$8.04M -$2.56M +$5.48M VUG, SPSB, VYM, SHYG, FLRN 13F-HR 2/11/2020, 11:41 AM
Q3 2019 202 $127M +$7.95M -$799K +$7.15M VUG, SPSB, VYM, SHYG, FLRN 13F-HR 10/30/2019, 11:07 AM
Q2 2019 216 $120M +$7.29M -$1.7M +$5.59M VUG, VYM, SPSB, SHYG, FLRN 13F-HR 7/30/2019, 11:22 AM
Q1 2019 207 $114M +$22.1M -$2.07M +$20.1M SPSB, VUG, VYM, FLRN, SHYG 13F-HR 4/25/2019, 02:49 PM
Q4 2018 218 $102M SPSB, VUG, VYM, ITMXXXX, IVV 13F-HR 2/13/2019, 09:54 AM