Long-term investor
Mbm Wealth Consultants, LLC @mbmwealthconsultantsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001762068).
Record
- Tracked since 2025-06-30 (448 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +11.8% · all +11.8%
- Max drawdown n/a · win rate 1% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 11.1% · long · since 2025-06-30
- 921946406 · 10.0% · long · since 2025-06-30
- 922908363 · 9.7% · long · since 2025-06-30
- 46641Q837 · 5.5% · long · since 2025-06-30
- 69344A107 · 5.5% · long · since 2025-06-30
- 808524862 · 5.2% · long · since 2025-06-30
- 46654Q773 · 5.2% · long · since 2025-06-30
- 922908751 · 4.6% · long · since 2025-06-30
- 921943858 · 4.3% · long · since 2025-06-30
- 922908629 · 3.2% · long · since 2025-06-30
- 464288661 · 2.5% · long · since 2025-06-30
- 72201R775 · 2.5% · long · since 2026-06-30