MBM WEALTH CONSULTANTS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1762068
Institutional-grade research for retail investors
13F Reported Value
ⓘ$435.6M
Holdings
387
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MBM WEALTH CONSULTANTS, LLC disclosed 387 positions worth $435.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 231 new positions and exited 0 — including a new stake in $ASML. The portfolio is most concentrated in Other (79.7% of disclosed assets). All figures are sourced directly from MBM WEALTH CONSULTANTS, LLC’s Form 13F-HR filing with the SEC under CIK 1762068.
AI Fund Analysis
DiversifyingVANGUARD WHITEHALL FDS
11.3% weight
Held 9 quarters
VANGUARD INDEX FDS
10.8% weight
Held 9 quarters
VANGUARD INDEX FDS
10.1% weight
Held 9 quarters
PGIM ETF TR
5.7% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
5.6% weight
Held 9 quarters
$FDX8 quarters accumulating
$LMT8 quarters accumulating
$ARCC8 quarters accumulating
$HD8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD WHITEHALL FDS
—Quality
$49.1M331,376 shVANGUARD INDEX FDS
—Quality
$47.2M108,120 shVANGUARD INDEX FDS
—Quality
$44.1M73,857 shPGIM ETF TR
—Quality
$24.9M503,937 shJ P MORGAN EXCHANGE TRADED F
—Quality
$24.4M481,467 shSCHWAB STRATEGIC TR
—Quality
$23.4M962,850 shVANGUARD INDEX FDS
—Quality
$21.7M82,718 shVANGUARD TAX-MANAGED FDS
—Quality
$18.7M291,269 shJ P MORGAN EXCHANGE TRADED F
—Quality
$17.7M339,073 shISHARES U S ETF TR
—Quality
$17.2M337,510 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | — | $49.1M | 331,376 |
| VANGUARD INDEX FDS | — | $47.2M | 108,120 |
| VANGUARD INDEX FDS | — | $44.1M | 73,857 |
| PGIM ETF TR | — | $24.9M | 503,937 |
| J P MORGAN EXCHANGE TRADED F | — | $24.4M | 481,467 |
| SCHWAB STRATEGIC TR | — | $23.4M | 962,850 |
| VANGUARD INDEX FDS | — | $21.7M | 82,718 |
| VANGUARD TAX-MANAGED FDS | — | $18.7M | 291,269 |
| J P MORGAN EXCHANGE TRADED F | — | $17.7M | 339,073 |
| ISHARES U S ETF TR | — | $17.2M | 337,510 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MBM WEALTH CONSULTANTS, LLC's 387 positions.
Showing top 10 of 387 holdings.
Sector Allocation
Other
$347.3M
Technology
$17.0M
Financials
$16.4M
Industrials
$13.2M
Healthcare
$12.8M
Consumer Discretionary
$10.5M
Energy
$6.9M
Utilities
$4.2M
Full Holdings — MBM WEALTH CONSULTANTS, LLC (Q1 2026)
All 387 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WHITEHALL FDS | $49.1M | 11.3% | +1% | — |
| 2 | — | VANGUARD INDEX FDS | $47.2M | 10.8% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $44.1M | 10.1% | +2% | — |
| 4 | — | PGIM ETF TR | $24.9M | 5.7% | +5% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F | $24.4M | 5.6% | +4% | — |
| 6 | — | SCHWAB STRATEGIC TR | $23.4M | 5.4% | +7% | — |
| 7 | — | VANGUARD INDEX FDS | $21.7M | 5.0% | +1% | — |
| 8 | — | VANGUARD TAX-MANAGED FDS | $18.7M | 4.3% | +1% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F | $17.7M | 4.1% | +11% | — |
| 10 | — | ISHARES U S ETF TR | $17.2M | 3.9% | +15% | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F | $12.1M | 2.8% | -0% | — |
| 12 | — | ISHARES TR | $11.1M | 2.5% | +11% | — |
| 13 | — | PIMCO ETF TR | $4.0M | 0.9% | +11% | — |
| 14 |  $AAPL | Apple Inc. | $3.9M | 0.9% | -3% | 76.1 |
| 15 | — | ISHARES TR | $3.8M | 0.9% | -2% | — |
| 16 |  $VLO | VALERO ENERGY CORP/TX | $3.6M | 0.8% | +4% | 51.4 |
| 17 | — | SPDR SERIES TRUST | $3.6M | 0.8% | +2% | — |
| 18 | — | SPDR SERIES TRUST | $3.6M | 0.8% | +2% | — |
| 19 | — | SPDR SERIES TRUST | $3.5M | 0.8% | +2% | — |
| 20 |  $LRCX | LAM RESEARCH CORP | $3.3M | 0.8% | -0% | 82.4 |
| 21 | — | ISHARES TR | $3.0M | 0.7% | +1% | — |
| 22 |  $NVDA | NVIDIA CORP | $2.7M | 0.6% | +3% | 90.2 |
| 23 |  $GOOGL | Alphabet Inc. | $2.6M | 0.6% | +3% | 80.2 |
| 24 |  $AMZN | AMAZON COM INC | $2.6M | 0.6% | +3% | 74.6 |
| 25 |  $ABBV | AbbVie Inc. | $2.5M | 0.6% | +2% | 59.3 |
| 26 | $FDX | FEDEX CORP | $2.4M | 0.6% | +3% | 60.3 |
| 27 | $LMT | LOCKHEED MARTIN CORP | $2.1M | 0.5% | +2% | 65 |
| 28 |  $NET | Cloudflare, Inc. | $2.1M | 0.5% | +6% | 52.6 |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.5% | +6% | 67 |
| 30 |  $MSFT | MICROSOFT CORP | $2.0M | 0.5% | +7% | 83.7 |
| 31 |  $WM | WASTE MANAGEMENT INC | $2.0M | 0.5% | -12% | 70.7 |
| 32 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.9M | 0.4% | +6% | 76.6 |
| 33 | $ARCC | ARES CAPITAL CORP | $1.8M | 0.4% | +10% | — |
| 34 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.4% | -4% | — |
| 35 |  $BKNG | Booking Holdings Inc. | $1.8M | 0.4% | +5% | 55.3 |
| 36 |  $SCHW | SCHWAB CHARLES CORP | $1.8M | 0.4% | +6% | 77.2 |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.4% | +7% | 64.5 |
| 38 | $HD | HOME DEPOT, INC. | $1.7M | 0.4% | +7% | 69.2 |
| 39 |  $ICE | Intercontinental Exchange, Inc. | $1.7M | 0.4% | +7% | 73.8 |
| 40 | — | SPDR SERIES TRUST | $1.6M | 0.4% | +2% | — |
| 41 |  $URI | UNITED RENTALS, INC. | $1.6M | 0.4% | +6% | 70.7 |
| 42 |  $TMUS | T-Mobile US, Inc. | $1.6M | 0.4% | +9% | 72.7 |
| 43 |  $COO | COOPER COMPANIES, INC. | $1.6M | 0.4% | +7% | 55.8 |
| 44 |  $CI | Cigna Group | $1.5M | 0.3% | +8% | 66.8 |
| 45 |  $PGR | PROGRESSIVE CORP/OH/ | $1.5M | 0.3% | +9% | 83.6 |
| 46 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.3% | +0% | — |
| 47 | — | SPDR INDEX SHS FDS | $1.4M | 0.3% | +0% | — |
| 48 |  $JEF | Jefferies Financial Group Inc. | $1.3M | 0.3% | +21% | 65.6 |
| 49 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.3% | +2% | 66.8 |
| 50 |  $BX | Blackstone Inc. | $1.3M | 0.3% | +20% | 68 |
| 51 |  $UTHR | UNITED THERAPEUTICS Corp | $1.3M | 0.3% | +4% | 80.1 |
| 52 |  $ADBE | ADOBE INC. | $1.2M | 0.3% | +11% | 80.4 |
| 53 |  $FCFS | FirstCash Holdings, Inc. | $1.1M | 0.3% | +4% | 73.8 |
| 54 |  $IBKR | Interactive Brokers Group, Inc. | $1.1M | 0.3% | +3% | 75.5 |
| 55 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.2% | +0% | — |
| 56 |  $LUV | SOUTHWEST AIRLINES CO | $908,518 | 0.2% | +4% | 51.1 |
| 57 |  $BMY | BRISTOL MYERS SQUIBB CO | $833,816 | 0.2% | +4% | 70.1 |
| 58 | — | VANGUARD INDEX FDS | $776,822 | 0.2% | +2% | — |
| 59 |  $NU | Nu Holdings Ltd. | $768,455 | 0.2% | +6% | — |
| 60 | — | EVERPURE INC | $717,100 | 0.2% | +7% | — |
| 61 | — | VANGUARD INDEX FDS | $715,746 | 0.2% | -97% | — |
| 62 |  $RKT | Rocket Companies, Inc. | $714,566 | 0.2% | +7% | — |
| 63 |  $XOM | EXXON MOBIL CORP | $681,981 | 0.2% | +6% | 61.8 |
| 64 |  $BA | BOEING CO | $666,153 | 0.1% | +0% | 51.8 |
| 65 |  $OKE | ONEOK INC /NEW/ | $649,789 | 0.1% | +6% | 72 |
| 66 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $618,894 | 0.1% | +5% | 66.7 |
| 67 |  $T | AT&T INC. | $607,913 | 0.1% | +7% | 71.9 |
| 68 |  $FHI | FEDERATED HERMES, INC. | $602,430 | 0.1% | +6% | 70.6 |
| 69 |  $USB | US BANCORP DE | $599,417 | 0.1% | +6% | 71.4 |
| 70 |  $CTRE | CareTrust REIT, Inc. | $588,150 | 0.1% | +4% | 73.4 |
| 71 |  $KMI | KINDER MORGAN, INC. | $584,193 | 0.1% | +7% | 74.6 |
| 72 |  $VZ | VERIZON COMMUNICATIONS INC | $575,645 | 0.1% | +7% | 71.6 |
| 73 |  $TNL | Travel & Leisure Co. | $567,496 | 0.1% | +5% | 61 |
| 74 |  $KGS | Kodiak Gas Services, Inc. | $566,754 | 0.1% | +18% | 57.3 |
| 75 |  $SR | SPIRE INC | $565,658 | 0.1% | +6% | 42.7 |
| 76 |  $AEE | AMEREN CORP | $533,881 | 0.1% | +4% | 63.5 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $530,017 | 0.1% | +0% | 72.3 |
| 78 |  $SO | SOUTHERN CO | $526,272 | 0.1% | +7% | 65.1 |
| 79 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $520,300 | 0.1% | +7% | 70.4 |
| 80 |  $CME | CME GROUP INC. | $500,914 | 0.1% | +7% | 74.5 |
| 81 |  $AVA | AVISTA CORP | $494,846 | 0.1% | +9% | 57.9 |
| 82 |  $O | REALTY INCOME CORP | $459,829 | 0.1% | +9% | 74.6 |
| 83 |  $MRK | Merck & Co., Inc. | $454,643 | 0.1% | +0% | 70.9 |
| 84 |  $PFE | PFIZER INC | $451,994 | 0.1% | +13% | 69 |
| 85 |  $PFH | PRUDENTIAL FINANCIAL INC | $446,426 | 0.1% | +12% | 58.6 |
| 86 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $444,379 | 0.1% | +9% | — |
| 87 |  $D | DOMINION ENERGY, INC | $443,126 | 0.1% | +9% | 74.9 |
| 88 |  $JNJ | JOHNSON & JOHNSON | $441,703 | 0.1% | +0% | 72.8 |
| 89 |  $CNA | CNA FINANCIAL CORP | $434,908 | 0.1% | +8% | 59.8 |
| 90 | — | DIMENSIONAL ETF TRUST | $431,403 | 0.1% | +0% | — |
| 91 |  $OMC | OMNICOM GROUP INC. | $428,415 | 0.1% | +10% | 60.5 |
| 92 |  $ZS | Zscaler, Inc. | $416,521 | 0.1% | +14% | 57.9 |
| 93 |  $UPS | UNITED PARCEL SERVICE INC | $414,278 | 0.1% | +8% | 58.2 |
| 94 |  $CLX | CLOROX CO /DE/ | $413,380 | 0.1% | +8% | 63.5 |
| 95 | — | DIMENSIONAL ETF TRUST | $409,110 | 0.1% | -7% | — |
| 96 |  $AMT | AMERICAN TOWER CORP /MA/ | $407,807 | 0.1% | +9% | 69.8 |
| 97 |  $MA | Mastercard Inc | $357,257 | 0.1% | +0% | 81.7 |
| 98 |  $MU | MICRON TECHNOLOGY INC | $337,840 | 0.1% | +0% | 88.4 |
| 99 |  $TJX | TJX COMPANIES INC /DE/ | $335,689 | 0.1% | +0% | 70.7 |
| 100 |  $GOOG | Alphabet Inc. | $331,844 | 0.1% | -0% | 80.2 |
| 101 |  $V | VISA INC. | $314,632 | 0.1% | +1% | 83.5 |
| 102 | — | DIMENSIONAL ETF TRUST | $269,688 | 0.1% | +0% | — |
| 103 |  $VITL | Vital Farms, Inc. | $268,435 | 0.1% | +4% | 50.2 |
| 104 |  $MNST | Monster Beverage Corp | $241,654 | 0.1% | +0% | 77 |
| 105 |  $PH | Parker-Hannifin Corp | $223,810 | 0.1% | -8% | 73.8 |
| 106 | — | SPDR SERIES TRUST | $214,727 | 0.1% | +0% | — |
| 107 |  $ASML | ASML HOLDING NV | $195,483 | 0.0% | NEW | — |
| 108 |  $LXU | LSB INDUSTRIES, INC. | $193,700 | 0.0% | +0% | 52.7 |
| 109 |  $ELV | Elevance Health, Inc. | $167,160 | 0.0% | +0% | 59.4 |
| 110 |  $ECL | ECOLAB INC. | $162,804 | 0.0% | NEW | 64.3 |
| 111 |  $BLK | BlackRock, Inc. | $162,529 | 0.0% | NEW | 70.3 |
| 112 |  $DHR | DANAHER CORP /DE/ | $149,974 | 0.0% | NEW | 63.9 |
| 113 | — | VANGUARD SPECIALIZED FUNDS | $134,197 | 0.0% | NEW | — |
| 114 | — | DIMENSIONAL ETF TRUST | $122,080 | 0.0% | -62% | — |
| 115 |  $CNC | CENTENE CORP | $121,629 | 0.0% | NEW | 52.7 |
| 116 |  $CAT | CATERPILLAR INC | $119,021 | 0.0% | NEW | 67.8 |
| 117 |  $YUM | YUM BRANDS INC | $118,631 | 0.0% | NEW | 71.7 |
| 118 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $114,293 | 0.0% | NEW | — |
| 119 |  $COP | CONOCOPHILLIPS | $106,598 | 0.0% | -64% | 74.8 |
| 120 | — | VANGUARD WELLINGTON FD | $104,323 | 0.0% | NEW | — |
| 121 |  $Q | Qnity Electronics, Inc. | $103,380 | 0.0% | NEW | — |
| 122 | — | SELECT SECTOR SPDR TR | $101,079 | 0.0% | NEW | — |
| 123 |  $BAC | BANK OF AMERICA CORP /DE/ | $99,840 | 0.0% | NEW | 68.4 |
| 124 |  $IAU | ISHARES GOLD TRUST | $94,772 | 0.0% | NEW | — |
| 125 |  $FCX | FREEPORT-MCMORAN INC | $94,166 | 0.0% | NEW | 73.1 |
| 126 |  $EL | ESTEE LAUDER COMPANIES INC | $94,090 | 0.0% | NEW | 52.5 |
| 127 |  $DD | DuPont de Nemours, Inc. | $89,447 | 0.0% | NEW | 31.1 |
| 128 |  $META | Meta Platforms, Inc. | $88,108 | 0.0% | NEW | 80.9 |
| 129 |  $STX | Seagate Technology Holdings plc | $85,795 | 0.0% | NEW | — |
| 130 |  $AZN | ASTRAZENECA PLC | $83,030 | 0.0% | NEW | — |
| 131 |  $CSX | CSX CORP | $82,100 | 0.0% | NEW | 66.4 |
| 132 |  $DG | DOLLAR GENERAL CORP | $75,037 | 0.0% | NEW | 60.4 |
| 133 |  $NEE | NEXTERA ENERGY INC | $74,304 | 0.0% | NEW | 71.7 |
| 134 | — | VANGUARD INDEX FDS | $71,801 | 0.0% | -100% | — |
| 135 |  $J | JACOBS SOLUTIONS INC. | $71,659 | 0.0% | NEW | 47.7 |
| 136 |  $AQST | Aquestive Therapeutics, Inc. | $70,343 | 0.0% | +0% | 11.7 |
| 137 |  $GLDM | World Gold Trust | $70,074 | 0.0% | NEW | — |
| 138 |  $EMR | EMERSON ELECTRIC CO | $69,834 | 0.0% | -80% | 65.9 |
| 139 | — | VANGUARD WORLD FD | $64,302 | 0.0% | NEW | — |
| 140 |  $NKE | NIKE, Inc. | $64,018 | 0.0% | NEW | 53.4 |
| 141 |  $EBAY | EBAY INC | $62,622 | 0.0% | NEW | 69.3 |
| 142 |  $NRG | NRG ENERGY, INC. | $62,482 | 0.0% | NEW | 59.5 |
| 143 |  $SBUX | STARBUCKS CORP | $61,459 | 0.0% | NEW | 54.6 |
| 144 |  $HXL | HEXCEL CORP /DE/ | $60,698 | 0.0% | NEW | 50.5 |
| 145 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $56,412 | 0.0% | NEW | — |
| 146 |  $CRWV | CoreWeave, Inc. | $56,398 | 0.0% | NEW | 46.5 |
| 147 | — | AMERICAN CENTY ETF TR | $55,876 | 0.0% | NEW | — |
| 148 | — | VANGUARD WELLINGTON FD | $53,656 | 0.0% | NEW | — |
| 149 |  $LDOS | Leidos Holdings, Inc. | $53,395 | 0.0% | NEW | 73.4 |
| 150 |  $ASTS | AST SpaceMobile, Inc. | $53,368 | 0.0% | NEW | 29.6 |
| 151 |  $AL | AIR LEASE CORP | $51,757 | 0.0% | NEW | 73.8 |
| 152 | — | ISHARES TR | $51,479 | 0.0% | -99% | — |
| 153 |  $ED | CONSOLIDATED EDISON INC | $50,026 | 0.0% | NEW | 71.6 |
| 154 |  $BP | BP PLC | $50,008 | 0.0% | NEW | — |
| 155 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $49,100 | 0.0% | NEW | 33 |
| 156 |  $WEC | WEC ENERGY GROUP, INC. | $48,671 | 0.0% | NEW | 67 |
| 157 |  $QCOM | QUALCOMM INC/DE | $48,550 | 0.0% | NEW | 81.9 |
| 158 | — | SCHWAB STRATEGIC TR | $48,152 | 0.0% | -100% | — |
| 159 | — | SCHWAB STRATEGIC TR | $46,679 | 0.0% | -100% | — |
| 160 | — | VANGUARD INDEX FDS | $44,537 | 0.0% | -100% | — |
| 161 |  $KO | COCA COLA CO | $44,261 | 0.0% | NEW | 74 |
| 162 |  $GLW | CORNING INC /NY | $41,743 | 0.0% | NEW | 72.7 |
| 163 |  $AMAT | APPLIED MATERIALS INC /DE | $38,280 | 0.0% | NEW | 74.8 |
| 164 |  $YUMC | Yum China Holdings, Inc. | $37,219 | 0.0% | NEW | 65.2 |
| 165 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $37,203 | 0.0% | NEW | — |
| 166 |  $IVZ | Invesco Ltd. | $36,083 | 0.0% | NEW | — |
| 167 |  $PEP | PEPSICO INC | $35,406 | 0.0% | NEW | 62.7 |
| 168 | — | ISHARES INC | $34,666 | 0.0% | NEW | — |
| 169 | — | SPDR SERIES TRUST | $34,296 | 0.0% | -99% | — |
| 170 |  $ORCL | ORACLE CORP | $32,953 | 0.0% | NEW | 67.2 |
| 171 |  $FIS | Fidelity National Information Services, Inc. | $32,602 | 0.0% | NEW | 69.6 |
| 172 |  $HWKN | HAWKINS INC | $32,563 | 0.0% | NEW | 57.5 |
| 173 |  $CCL | Carnival Corp Ltd. | $31,574 | 0.0% | NEW | — |
| 174 |  $PYPL | PayPal Holdings, Inc. | $31,118 | 0.0% | NEW | 70.5 |
| 175 |  $DPZ | DOMINOS PIZZA INC | $30,856 | 0.0% | NEW | 69.8 |
| 176 |  $MMM | 3M CO | $30,498 | 0.0% | NEW | 60.7 |
| 177 | — | VANGUARD WORLD FD | $30,320 | 0.0% | NEW | — |
| 178 | — | LITMAN GREGORY FDS TR | $30,210 | 0.0% | NEW | — |
| 179 |  $BBDC | Barings BDC, Inc. | $30,179 | 0.0% | NEW | — |
| 180 |  $JPM | JPMORGAN CHASE & CO | $29,416 | 0.0% | NEW | 35.6 |
| 181 | — | ISHARES TR | $29,380 | 0.0% | -100% | — |
| 182 |  $APO | Apollo Global Management, Inc. | $29,081 | 0.0% | NEW | 55.7 |
| 183 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $29,000 | 0.0% | NEW | 63.7 |
| 184 |  $UNM | Unum Group | $28,658 | 0.0% | NEW | 49.5 |
| 185 | — | SIMPLIFY EXCHANGE TRADED FUN | $28,377 | 0.0% | NEW | — |
| 186 | — | ISHARES TR | $28,142 | 0.0% | -100% | — |
| 187 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $27,671 | 0.0% | NEW | 50.6 |
| 188 | — | ISHARES TR | $26,668 | 0.0% | -99% | — |
| 189 |  $EBF | ENNIS, INC. | $26,522 | 0.0% | NEW | 56.4 |
| 190 |  $UMBF | UMB FINANCIAL CORP | $26,054 | 0.0% | NEW | — |
| 191 | — | ISHARES TR | $25,901 | 0.0% | -99% | — |
| 192 | — | VANECK ETF TRUST | $25,335 | 0.0% | NEW | — |
| 193 |  $MPC | Marathon Petroleum Corp | $24,418 | 0.0% | NEW | 50.7 |
| 194 | — | SPDR INDEX SHS FDS | $23,902 | 0.0% | -98% | — |
| 195 | — | ISHARES TR | $23,751 | 0.0% | -100% | — |
| 196 |  $AMD | ADVANCED MICRO DEVICES INC | $22,988 | 0.0% | NEW | 78.8 |
| 197 |  $SNDA | SONIDA SENIOR LIVING, INC. | $22,414 | 0.0% | NEW | 34.6 |
| 198 |  $SSNC | SS&C Technologies Holdings Inc | $22,095 | 0.0% | NEW | 67.2 |
| 199 |  $OSK | OSHKOSH CORP | $22,082 | 0.0% | NEW | 53 |
| 200 | — | EA SERIES TRUST | $20,384 | 0.0% | NEW | — |
| 201 |  $SGOL | abrdn Gold ETF Trust | $20,168 | 0.0% | NEW | — |
| 202 |  $SPY | SPDR S&P 500 ETF TRUST | $19,510 | 0.0% | NEW | — |
| 203 |  $CVX | CHEVRON CORP | $19,449 | 0.0% | NEW | 54.7 |
| 204 | — | SELECT SECTOR SPDR TR | $19,403 | 0.0% | NEW | — |
| 205 |  $CACI | CACI INTERNATIONAL INC /DE/ | $19,035 | 0.0% | NEW | 66.7 |
| 206 | — | SPDR INDEX SHS FDS | $18,820 | 0.0% | -98% | — |
| 207 | — | VANGUARD INDEX FDS | $18,804 | 0.0% | -100% | — |
| 208 |  $NFG | NATIONAL FUEL GAS CO | $18,792 | 0.0% | NEW | 80.4 |
| 209 |  $VLTO | Veralto Corp | $18,568 | 0.0% | NEW | 74.4 |
| 210 | — | ISHARES TR | $18,031 | 0.0% | -99% | — |
| 211 |  $PM | Philip Morris International Inc. | $18,022 | 0.0% | NEW | 80.5 |
| 212 |  $AMTM | Amentum Holdings, Inc. | $17,682 | 0.0% | NEW | 55.6 |
| 213 | — | SCHWAB STRATEGIC TR | $17,568 | 0.0% | -100% | — |
| 214 | — | AMERICAN CENTY ETF TR | $17,053 | 0.0% | NEW | — |
| 215 | — | ISHARES TR | $16,906 | 0.0% | -100% | — |
| 216 | — | SCHWAB STRATEGIC TR | $16,843 | 0.0% | -100% | — |
| 217 |  $GEMI | Gemini Space Station, Inc. | $16,840 | 0.0% | NEW | — |
| 218 |  $MET | METLIFE INC | $16,831 | 0.0% | NEW | 73.9 |
| 219 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $16,363 | 0.0% | NEW | 69.5 |
| 220 | — | SELECT SECTOR SPDR TR | $15,364 | 0.0% | NEW | — |
| 221 |  $GBTC | Grayscale Bitcoin Trust ETF | $14,403 | 0.0% | NEW | — |
| 222 | — | AMERICAN CENTY ETF TR | $14,361 | 0.0% | NEW | — |
| 223 |  $ADP | AUTOMATIC DATA PROCESSING INC | $14,019 | 0.0% | NEW | 77.9 |
| 224 | — | ISHARES TR | $13,841 | 0.0% | -100% | — |
| 225 | — | ISHARES TR | $13,800 | 0.0% | -100% | — |
| 226 |  $ICLR | ICON PLC | $13,279 | 0.0% | NEW | — |
| 227 |  $BCE | BCE INC | $13,230 | 0.0% | NEW | — |
| 228 |  $COF | CAPITAL ONE FINANCIAL CORP | $12,770 | 0.0% | NEW | 71 |
| 229 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $12,715 | 0.0% | NEW | 75.4 |
| 230 |  $ACRS | Aclaris Therapeutics, Inc. | $11,993 | 0.0% | NEW | 9.2 |
| 231 |  $DELL | Dell Technologies Inc. | $11,981 | 0.0% | NEW | 76 |
| 232 | — | VANGUARD SCOTTSDALE FDS | $11,820 | 0.0% | NEW | — |
| 233 |  $BMO | BANK OF MONTREAL /CAN/ | $11,775 | 0.0% | NEW | — |
| 234 | — | ISHARES TR | $11,765 | 0.0% | -100% | — |
| 235 | — | VANGUARD SCOTTSDALE FDS | $11,751 | 0.0% | NEW | — |
| 236 |  $BOOT | Boot Barn Holdings, Inc. | $11,270 | 0.0% | NEW | 73.5 |
| 237 |  $ETR | ENTERGY CORP /DE/ | $11,236 | 0.0% | NEW | 65.1 |
| 238 |  $WMT | Walmart Inc. | $11,185 | 0.0% | NEW | 63.2 |
| 239 |  $DIS | Walt Disney Co | $10,891 | 0.0% | NEW | 68.9 |
| 240 | — | ISHARES INC | $10,711 | 0.0% | NEW | — |
| 241 |  $ADI | ANALOG DEVICES INC | $10,499 | 0.0% | NEW | 76.2 |
| 242 | — | VANGUARD INTL EQUITY INDEX F | $9,729 | 0.0% | NEW | — |
| 243 |  $CCZ | COMCAST CORP | $9,589 | 0.0% | NEW | 70.4 |
| 244 | — | ISHARES TR | $9,580 | 0.0% | -99% | — |
| 245 |  $BUSE | FIRST BUSEY CORP /NV/ | $8,061 | 0.0% | NEW | 52.6 |
| 246 | — | ISHARES TR | $7,844 | 0.0% | -100% | — |
| 247 |  $KHC | Kraft Heinz Co | $7,489 | 0.0% | NEW | 42.5 |
| 248 |  $TSLA | Tesla, Inc. | $7,435 | 0.0% | NEW | 50.1 |
| 249 |  $UDR | UDR, Inc. | $7,296 | 0.0% | NEW | 65.2 |
| 250 |  $MDLZ | Mondelez International, Inc. | $6,802 | 0.0% | NEW | 53.9 |
| 251 |  $INTC | INTEL CORP | $6,620 | 0.0% | NEW | 41.5 |
| 252 |  $MO | ALTRIA GROUP, INC. | $6,599 | 0.0% | NEW | 72.1 |
| 253 | — | VANGUARD STAR FDS | $6,554 | 0.0% | NEW | — |
| 254 | — | ISHARES TR | $6,456 | 0.0% | -100% | — |
| 255 |  $LLY | ELI LILLY & Co | $6,438 | 0.0% | NEW | 89.3 |
| 256 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6,421 | 0.0% | NEW | — |
| 257 | — | ISHARES TR | $6,302 | 0.0% | -100% | — |
| 258 |  $EW | Edwards Lifesciences Corp | $6,246 | 0.0% | NEW | 67.6 |
| 259 |  $CEG | Constellation Energy Corp | $6,144 | 0.0% | NEW | 62.5 |
| 260 |  $TXN | TEXAS INSTRUMENTS INC | $5,824 | 0.0% | NEW | 70.4 |
| 261 |  $WSO | WATSCO INC | $5,821 | 0.0% | NEW | 58.9 |
| 262 |  $PG | PROCTER & GAMBLE Co | $5,489 | 0.0% | NEW | 72.9 |
| 263 |  $KMB | KIMBERLY CLARK CORP | $5,402 | 0.0% | NEW | 61.7 |
| 264 | — | ISHARES TR | $5,371 | 0.0% | -100% | — |
| 265 | — | SPDR SERIES TRUST | $5,302 | 0.0% | -100% | — |
| 266 | — | ISHARES TR | $5,270 | 0.0% | -100% | — |
| 267 |  $FANG | Diamondback Energy, Inc. | $5,143 | 0.0% | NEW | 81.4 |
| 268 | — | SPDR SERIES TRUST | $4,952 | 0.0% | -99% | — |
| 269 |  $SCI | SERVICE CORP INTERNATIONAL | $4,951 | 0.0% | NEW | 54.8 |
| 270 |  $OC | Owens Corning | $4,870 | 0.0% | NEW | 47.3 |
| 271 | — | ISHARES TR | $4,800 | 0.0% | -100% | — |
| 272 |  $SHOP | SHOPIFY INC. | $4,745 | 0.0% | NEW | — |
| 273 | — | SSGA ACTIVE ETF TR | $4,738 | 0.0% | NEW | — |
| 274 | — | DIMENSIONAL ETF TRUST | $4,680 | 0.0% | -98% | — |
| 275 |  $ABT | ABBOTT LABORATORIES | $4,620 | 0.0% | NEW | 67 |
| 276 |  $LIN | LINDE PLC | $4,462 | 0.0% | NEW | — |
| 277 | — | VANGUARD SCOTTSDALE FDS | $4,452 | 0.0% | NEW | — |
| 278 | — | VANECK ETF TRUST | $4,360 | 0.0% | NEW | — |
| 279 | — | SPDR INDEX SHS FDS | $3,949 | 0.0% | -100% | — |
| 280 |  $FSLR | FIRST SOLAR, INC. | $3,945 | 0.0% | NEW | 73.8 |
| 281 |  $MSI | Motorola Solutions, Inc. | $3,906 | 0.0% | NEW | 73.8 |
| 282 |  $TGT | TARGET CORP | $3,878 | 0.0% | NEW | 53.1 |
| 283 |  $CRM | Salesforce, Inc. | $3,733 | 0.0% | NEW | 75.2 |
| 284 |  $ETHE | Grayscale Ethereum Staking ETF | $3,499 | 0.0% | NEW | — |
| 285 | — | PACER FDS TR | $3,441 | 0.0% | NEW | — |
| 286 |  $MCD | MCDONALDS CORP | $3,419 | 0.0% | NEW | 73.9 |
| 287 |  $GE | GENERAL ELECTRIC CO | $3,405 | 0.0% | NEW | 74.8 |
| 288 |  $DOW | DOW INC. | $3,207 | 0.0% | NEW | 38 |
| 289 | — | SCHWAB STRATEGIC TR | $3,026 | 0.0% | -100% | — |
| 290 | — | ISHARES TR | $2,976 | 0.0% | -100% | — |
| 291 | — | ISHARES TR | $2,965 | 0.0% | -100% | — |
| 292 |  $SYK | STRYKER CORP | $2,957 | 0.0% | NEW | 69.8 |
| 293 | $IVZ | Invesco Ltd. | $2,900 | 0.0% | NEW | — |
| 294 |  $NWG | NatWest Group plc | $2,816 | 0.0% | NEW | — |
| 295 |  $E | ENI SPA | $2,661 | 0.0% | NEW | — |
| 296 |  $TTE | TotalEnergies SE | $2,638 | 0.0% | NEW | — |
| 297 |  $BCS | BARCLAYS PLC | $2,624 | 0.0% | NEW | — |
| 298 |  $BUD | Anheuser-Busch InBev SA/NV | $2,567 | 0.0% | NEW | — |
| 299 |  $AVGO | Broadcom Inc. | $2,476 | 0.0% | NEW | 86.4 |
| 300 |  $ISRG | INTUITIVE SURGICAL INC | $2,305 | 0.0% | NEW | 81.4 |
| 301 |  $COIN | Coinbase Global, Inc. | $2,270 | 0.0% | NEW | 68 |
| 302 |  $UBS | UBS Group AG | $2,188 | 0.0% | NEW | — |
| 303 |  $SEV | Aptera Motors Corp | $2,139 | 0.0% | NEW | — |
| 304 |  $NGG | NATIONAL GRID PLC | $2,030 | 0.0% | NEW | — |
| 305 | — | ISHARES TR | $1,992 | 0.0% | -100% | — |
| 306 |  $SAIC | Science Applications International Corp | $1,881 | 0.0% | NEW | 55.3 |
| 307 |  $ETN | Eaton Corp plc | $1,788 | 0.0% | NEW | — |
| 308 |  $GEV | GE Vernova Inc. | $1,746 | 0.0% | NEW | 70.1 |
| 309 |  $MFG | MIZUHO FINANCIAL GROUP INC | $1,707 | 0.0% | NEW | — |
| 310 |  $SPGI | S&P Global Inc. | $1,701 | 0.0% | NEW | 79.4 |
| 311 |  $BTI | British American Tobacco p.l.c. | $1,696 | 0.0% | NEW | — |
| 312 |  $DE | DEERE & CO | $1,690 | 0.0% | NEW | 57.4 |
| 313 |  $TD | TORONTO DOMINION BANK | $1,680 | 0.0% | NEW | — |
| 314 |  $HDB | HDFC BANK LTD | $1,642 | 0.0% | NEW | — |
| 315 |  $CB | Chubb Ltd | $1,630 | 0.0% | NEW | — |
| 316 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1,619 | 0.0% | NEW | — |
| 317 |  $CAVA | CAVA GROUP, INC. | $1,618 | 0.0% | NEW | 62.7 |
| 318 |  $RIO | RIO TINTO PLC | $1,586 | 0.0% | NEW | — |
| 319 | — | ISHARES TR | $1,537 | 0.0% | -100% | — |
| 320 |  $APH | AMPHENOL CORP /DE/ | $1,516 | 0.0% | NEW | 80.5 |
| 321 |  $AME | AMETEK INC/ | $1,501 | 0.0% | NEW | 74.2 |
| 322 |  $KLAC | KLA CORP | $1,472 | 0.0% | NEW | 84.4 |
| 323 |  $NVS | NOVARTIS AG | $1,375 | 0.0% | NEW | — |
| 324 |  $INTU | INTUIT INC. | $1,297 | 0.0% | NEW | 82 |
| 325 |  $TT | Trane Technologies plc | $1,250 | 0.0% | NEW | — |
| 326 |  $HLN | Haleon plc | $1,221 | 0.0% | NEW | — |
| 327 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $1,187 | 0.0% | NEW | — |
| 328 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $1,172 | 0.0% | NEW | 68.1 |
| 329 |  $SONY | Sony Group Corp | $1,139 | 0.0% | NEW | — |
| 330 |  $MDT | Medtronic plc | $1,126 | 0.0% | NEW | — |
| 331 |  $NOW | ServiceNow, Inc. | $1,046 | 0.0% | NEW | 76 |
| 332 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1,041 | 0.0% | NEW | 71.5 |
| 333 |  $MRVL | Marvell Technology, Inc. | $991 | 0.0% | NEW | 77.3 |
| 334 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $981 | 0.0% | NEW | 65.9 |
| 335 |  $CBRE | CBRE GROUP, INC. | $948 | 0.0% | NEW | 62.9 |
| 336 | — | SPDR SERIES TRUST | $946 | 0.0% | -100% | — |
| 337 |  $WBD | Warner Bros. Discovery, Inc. | $934 | 0.0% | NEW | 42.1 |
| 338 |  $EFX | EQUIFAX INC | $900 | 0.0% | NEW | 69.4 |
| 339 |  $BSX | BOSTON SCIENTIFIC CORP | $879 | 0.0% | NEW | 79.9 |
| 340 |  $DOCN | DigitalOcean Holdings, Inc. | $858 | 0.0% | NEW | 73.7 |
| 341 |  $SOBO | South Bow Corp | $854 | 0.0% | NEW | — |
| 342 |  $GS | GOLDMAN SACHS GROUP INC | $846 | 0.0% | NEW | — |
| 343 |  $TM | TOYOTA MOTOR CORP/ | $824 | 0.0% | NEW | — |
| 344 |  $GM | General Motors Co | $820 | 0.0% | NEW | 58.7 |
| 345 |  $SNY | Sanofi | $771 | 0.0% | NEW | — |
| 346 |  $VRSK | Verisk Analytics, Inc. | $759 | 0.0% | NEW | 77.3 |
| 347 |  $ENB | ENBRIDGE INC | $758 | 0.0% | NEW | — |
| 348 |  $SNOW | Snowflake Inc. | $754 | 0.0% | NEW | 49.6 |
| 349 |  $RYAAY | RYANAIR HOLDINGS PLC | $751 | 0.0% | NEW | — |
| 350 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $736 | 0.0% | NEW | — |
| 351 |  $IR | Ingersoll Rand Inc. | $721 | 0.0% | NEW | 55.4 |
| 352 | — | ISHARES TR | $680 | 0.0% | -100% | — |
| 353 | — | SCHWAB STRATEGIC TR | $650 | 0.0% | -100% | — |
| 354 |  $DKNG | DraftKings Inc. | $649 | 0.0% | NEW | 54 |
| 355 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $648 | 0.0% | NEW | 57.7 |
| 356 |  $AON | Aon plc | $646 | 0.0% | NEW | — |
| 357 |  $SHW | SHERWIN WILLIAMS CO | $641 | 0.0% | NEW | 65.3 |
| 358 | $IVZ | Invesco Ltd. | $606 | 0.0% | NEW | — |
| 359 | — | ISHARES TR | $589 | 0.0% | -100% | — |
| 360 |  $QGEN | QIAGEN N.V. | $561 | 0.0% | NEW | — |
| 361 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $534 | 0.0% | NEW | — |
| 362 |  $JHX | James Hardie Industries plc | $530 | 0.0% | NEW | — |
| 363 |  $ING | ING GROEP NV | $495 | 0.0% | NEW | — |
| 364 |  $CAH | CARDINAL HEALTH INC | $494 | 0.0% | NEW | 58.6 |
| 365 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $487 | 0.0% | NEW | 77.6 |
| 366 |  $PANW | Palo Alto Networks Inc | $481 | 0.0% | NEW | 66.5 |
| 367 |  $CRSP | CRISPR Therapeutics AG | $476 | 0.0% | NEW | 4.5 |
| 368 | — | SPDR SERIES TRUST | $467 | 0.0% | -100% | — |
| 369 |  $RIVN | Rivian Automotive, Inc. / DE | $452 | 0.0% | NEW | 36 |
| 370 |  $VSNT | Versant Media Group, Inc. | $444 | 0.0% | NEW | — |
| 371 |  $AJG | Arthur J. Gallagher & Co. | $433 | 0.0% | NEW | 72.1 |
| 372 |  $ETH | Grayscale Ethereum Staking Mini ETF | $397 | 0.0% | NEW | — |
| 373 |  $SAP | SAP SE | $342 | 0.0% | NEW | — |
| 374 | — | SPDR SERIES TRUST | $316 | 0.0% | -100% | — |
| 375 |  $BHF | Brighthouse Financial, Inc. | $299 | 0.0% | NEW | 54.9 |
| 376 |  $EOG | EOG RESOURCES INC | $289 | 0.0% | NEW | 71.1 |
| 377 |  $HPE | Hewlett Packard Enterprise Co | $279 | 0.0% | NEW | 52.5 |
| 378 |  $RF | REGIONS FINANCIAL CORP | $183 | 0.0% | NEW | — |
| 379 | — | SPDR SERIES TRUST | $169 | 0.0% | -100% | — |
| 380 |  $KEY | KEYCORP /NEW/ | $167 | 0.0% | NEW | 70.4 |
| 381 |  $WPC | W. P. Carey Inc. | $159 | 0.0% | NEW | 62.1 |
| 382 |  $GEHC | GE HealthCare Technologies Inc. | $142 | 0.0% | NEW | 58.2 |
| 383 |  $UPST | Upstart Holdings, Inc. | $128 | 0.0% | NEW | 51.7 |
| 384 |  $OGN | Organon & Co. | $120 | 0.0% | NEW | 55.1 |
| 385 |  $RIG | Transocean Ltd. | $66 | 0.0% | NEW | — |
| 386 |  $SNAP | Snap Inc | $18 | 0.0% | NEW | 46.8 |
| 387 |  $WKHS | Workhorse Group Inc. | $3 | 0.0% | NEW | 23 |
New Positions (231)
$ASML ASML HOLDING NV$195,483$ECL ECOLAB INC.$162,804$BLK BlackRock, Inc.$162,529$DHR DANAHER CORP /DE/$149,974 VANGUARD SPECIALIZED FUNDS$134,197
$CNC CENTENE CORP$121,629$CAT CATERPILLAR INC$119,021$YUM YUM BRANDS INC$118,631$CP CANADIAN PACIFIC KANSAS CITY LTD/CN$114,293 VANGUARD WELLINGTON FD$104,323
$Q Qnity Electronics, Inc.$103,380 SELECT SECTOR SPDR TR$101,079
$BAC BANK OF AMERICA CORP /DE/$99,840$IAU ISHARES GOLD TRUST$94,772$FCX FREEPORT-MCMORAN INC$94,166Browse Top Institutional Investors
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