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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MBM Wealth Consultants, LLC

Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001762068-25-000006

Total Value
$402.7M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736106,738$51.2M12.71%
2VANGUARD WHITEHALL FDS921946406327,366$46.1M11.46%
3VANGUARD INDEX FDS92290836373,076$44.8M11.11%
4PGIM ETF TR69344A107416,334$20.7M5.15%
5VANGUARD INDEX FDS92290875181,164$20.6M5.12%
6J P MORGAN EXCHANGE TRADED F46641Q837395,906$20.1M4.99%
7SCHWAB STRATEGIC TR808524862806,752$19.7M4.89%
8VANGUARD TAX-MANAGED FDS921943858286,899$17.2M4.27%
9ISHARES U S ETF TR46431W507280,172$14.4M3.57%
10J P MORGAN EXCHANGE TRADED F46654Q773272,722$14.3M3.55%
11J P MORGAN EXCHANGE TRADED F46641Q654256,848$13.1M3.26%
12ISHARES TR46428866180,596$9.6M2.39%
13APPLE INCAAPL15,867$4.0M1.00%
14ISHARES TR46428815837,623$4.0M1.00%
15SPDR SERIES TRUST78464A40935,173$3.7M0.91%
16SPDR SERIES TRUST78464A85444,376$3.5M0.86%
17PIMCO ETF TR72201R87464,077$3.2M0.80%
18SPDR SERIES TRUST78464A50858,445$3.2M0.80%
19ISHARES TR4642872004,584$3.1M0.76%
20NVIDIA CORPORATIONNVDA14,582$2.7M0.68%
21MICROSOFT CORPMSFT5,250$2.7M0.68%
22ABBVIE INCABBV11,675$2.7M0.67%
23AMAZON COM INCAMZN11,932$2.6M0.65%
24VALERO ENERGY CORPVLO13,848$2.4M0.59%
25ALPHABET INCGOOG8,906$2.2M0.54%
26BOOKING HOLDINGS INCBKNG401$2.2M0.54%
27LAM RESEARCH CORPLRCX16,030$2.1M0.53%
28WASTE MGMT INC DEL94106L1099,286$2.1M0.51%
29UNITED RENTALS INCURI2,135$2.0M0.51%
30CLOUDFLARE INCNET9,455$2.0M0.50%
31HOME DEPOT INCHD4,715$1.9M0.47%
32J P MORGAN EXCHANGE TRADED F46641Q64736,763$1.9M0.46%
33ARES CAPITAL CORPARCC88,824$1.8M0.45%
34LOCKHEED MARTIN CORPLMT3,463$1.7M0.43%
35JEFFERIES FINL GROUP INC47233W10926,395$1.7M0.43%
36COSTCO WHSL CORP NEW22160K1051,843$1.7M0.42%
37SCHWAB CHARLES CORPSCHW-PJ17,514$1.7M0.42%
38INTERCONTINENTAL EXCHANGE IN45866F1049,793$1.6M0.41%
39BERKSHIRE HATHAWAY INC DELBRK-A3,228$1.6M0.40%
40T-MOBILE US INCTMUSZ6,513$1.6M0.39%
41PROGRESSIVE CORP7433151036,274$1.5M0.38%
42FEDEX CORPFDX6,462$1.5M0.38%
43DIMENSIONAL ETF TRUST25434V40120,831$1.5M0.37%
44UNITEDHEALTH GROUP INCUNH4,276$1.5M0.37%
45ADOBE INCADBE4,159$1.5M0.36%
46SPDR SERIES TRUST78468R85331,351$1.5M0.36%
47VERTEX PHARMACEUTICALS INCVRTX3,650$1.4M0.35%
48THE CIGNA GROUP1255231004,923$1.4M0.35%
49BLACKSTONE INCBX8,209$1.4M0.35%
50COOPER COS INC21664850120,189$1.4M0.34%
51SPDR INDEX SHS FDS78463X88930,370$1.3M0.32%
52INTERACTIVE BROKERS GROUP IN45841N10715,690$1.1M0.27%
53DIMENSIONAL ETF TRUST25434V72421,375$955,2490.24%
54PURE STORAGE INC74624M10211,294$946,5500.24%
55FIRSTCASH HOLDINGS INCFCFS5,541$877,7260.22%
56UNITED THERAPEUTICS CORP DELUTHR2,087$874,8910.22%
57VANGUARD INDEX FDS9229086292,889$848,6150.21%
58AIR LEASE CORPAIIR12,940$823,6310.20%
59NU HLDGS LTDNU49,677$795,3340.20%
60ZSCALER INCZS2,543$762,0350.19%
61SOUTHWEST AIRLS CO84474110823,300$743,5030.18%
62INTERNATIONAL BUSINESS MACHSINTR2,496$704,3560.17%
63DEXCOM INCDXCM9,228$620,9520.15%
64BRISTOL-MYERS SQUIBB COCELG-RI12,607$568,5760.14%
65CONOCOPHILLIPSCOP5,774$546,1210.14%
66CARETRUST REIT INCCTRE14,876$515,8910.13%
67AT&T INCT-PC18,168$513,0570.13%
68UNUM GROUPUNMA6,345$493,5470.12%
69US BANCORP DELUSB-PS10,203$493,1120.12%
70OLD REP INTL CORP68022310411,587$492,1050.12%
71AMEREN CORPAEE4,666$487,0370.12%
72ONEOK INC NEWOKE6,580$480,1230.12%
73FEDERATED HERMES INCFHI9,003$467,5260.12%
74SPIRE INCSRJN5,507$448,8980.11%
75CISCO SYS INCCSCO6,522$446,2350.11%
76TRAVEL PLUS LEISURE CO8941641027,480$444,9850.11%
77SOUTHERN COSOMN4,660$441,6730.11%
78BOEING COBA-PA2,026$437,2720.11%
79DIMENSIONAL ETF TRUST25434V6097,461$434,3050.11%
80VERIZON COMMUNICATIONS INCVZ9,714$426,9320.11%
81KINDER MORGAN INC DELEP-PC14,986$424,2540.11%
82DIMENSIONAL ETF TRUST25434V5006,065$415,2100.10%
83VISA INCV1,200$409,6560.10%
84MASTERCARD INCORPORATEDMA719$408,9740.10%
85CLOROX CO DELCLX3,294$406,1500.10%
86EXXON MOBIL CORPXOM3,473$391,5460.10%
87CME GROUP INCCME1,446$390,6950.10%
88PRUDENTIAL FINL INCPUKPF3,746$388,5910.10%
89REALTY INCOME CORPO6,251$379,9980.09%
90OMNICOM GROUP INCOMC4,656$379,5780.09%
91AMERICAN TOWER CORP NEW03027X1001,952$375,4090.09%
92CNA FINL CORP1261171007,858$365,0830.09%
93BLACKSTONE MTG TR INCBX19,285$355,0400.09%
94EMERSON ELEC COEMR2,690$352,8740.09%
95FIDELITY NATL INFORMATION SV31620M1065,337$351,9220.09%
96JOHNSON & JOHNSONJNJ1,856$344,1400.09%
97PFIZER INCPFE12,953$330,0330.08%
98MERCK & CO INCMRK3,766$316,0430.08%
99TJX COS INC NEW8725401092,102$303,8230.08%
100UNITED PARCEL SERVICE INCUPS3,566$297,8680.07%
101ALPHABET INCGOOG1,156$281,0240.07%
102DIMENSIONAL ETF TRUST25434V7086,940$267,6760.07%
103MONSTER BEVERAGE CORP NEWMNST3,335$224,4790.06%
104SPDR SERIES TRUST78464A8052,716$219,0450.05%
105ELEVANCE HEALTH INC FORMERLYELV641$207,1200.05%
106PARKER-HANNIFIN CORPPH272$206,2170.05%
107BLACKROCK INCBLK173$201,6960.05%
108LSB INDS INC50216010413,000$102,4400.03%