MBM Wealth Consultants, LLC
RIA/Wealth
MBM Wealth Consultants, LLC is a RIA/Wealth based in Chesterfield, MO led by Matthew Aaron Lapides, reporting $417.9M in AUM as of Q3 2025 with 75% ETF concentration, 67% concentrated in top 10 holdings, and minimal technology exposure.
CCOMatthew Aaron Lapides
- Portfolio Value
- $402.7M
- Positions
- 108
- Top Holding
- VUG at 12.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MBM Wealth Consultants, LLC's portfolio (66.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $51.2M | 12.71% | -$3.8M Sold | — 106.7K shares | |
ETF ETF | $46.1M | 11.46% | -$152.6K Sold | — 327.4K shares | |
ETF ETF | $44.8M | 11.11% | -$2.2M Sold | — 73.1K shares | |
Unknown Unknown | $20.7M | 5.15% | +$3.3M Bought | — 416.3K shares | |
ETF ETF | $20.6M | 5.12% | -$251.0K Sold | — 81.2K shares | |
ETF ETF | $20.1M | 4.99% | +$3.5M Bought | — 395.9K shares | |
ETF ETF | $19.7M | 4.89% | +$4.7M Bought | — 806.8K shares | |
ETF ETF | $17.2M | 4.27% | -$279.5K Sold | — 286.9K shares | |
ETF ETF | $14.4M | 3.57% | +$2.1M Bought | — 280.2K shares | |
ETF ETF | $14.3M | 3.55% | +$1.7M Bought | — 272.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MBM Wealth Consultants, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+41.06% | |
+40.24% | |
+31.76% | |
+26.96% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-29.86% | |
-29.32% |
Analytics
Portfolio insights and performance metrics for MBM Wealth Consultants, LLC
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