Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $122M | 9.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $114M | 9.0% |
| Amazon Com Inc.COM | COM | $95.2M | 7.5% |
| Microsoft Corp.COM | COM | $75.7M | 6.0% |
| Betterware DE Mexc S A P I DSHS | SHS | $58.7M | 4.6% |
| Nvidia CorporationCOM | COM | $54.5M | 4.3% |
| Meta Platforms Inc.CL A | CL A | $50.4M | 4.0% |
| JPMORGAN Chase & COCOM | COM | $49.4M | 3.9% |
| Micron Technology Inc.COM | COM | $37.5M | 3.0% |
| Goldman Sachs Group Inc.COM | COM | $36.6M | 2.9% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $36.4M | 2.9% |
| Select Sector SPDR TRSTATE STREET HEA | STATE STREET HEA | $27.5M | 2.2% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $24.2M | 1.9% |
| Broadcom Inc.COM | COM | $21.6M | 1.7% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $21M | 1.7% |
| Walmart Inc.COM | COM | $19M | 1.5% |
| Visa Inc.COM CL A | COM CL A | $17.4M | 1.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $14.6M | 1.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $13.4M | 1.1% |
| Bank America Corp.COM | COM | $13M | 1.0% |
| Select Sector SPDR TRSTATE STREET FIN | STATE STREET FIN | $12.1M | 1.0% |
| Cemex SA Euro Mtn BE 144aSPON ADR NEW | SPON ADR NEW | $11.2M | 0.9% |
| Eli Lilly & COCOM | COM | $10.9M | 0.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $10.7M | 0.8% |
| Uber Technologies Inc.COM | COM | $10M | 0.8% |
| Eaton Corp. PLCSHS | SHS | $9.92M | 0.8% |
| GE AerospaceCOM NEW | COM NEW | $8.78M | 0.7% |
| Select Sector SPDR TRSTATE STREET TEC | STATE STREET TEC | $8.62M | 0.7% |
| Shopify Inc.CL A SUB VTG SHS | CL A SUB VTG SHS | $7.64M | 0.6% |
| Costco Wholesale CorporationCOM | COM | $7.49M | 0.6% |
| iShares TRISHARES BIOTECH | ISHARES BIOTECH | $7.16M | 0.6% |
| Thermo Fisher Scientific Inc.COM | COM | $7.08M | 0.6% |
| Select Sector SPDR TRSTATE STREET CON | STATE STREET CON | $6.92M | 0.5% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $6.91M | 0.5% |
| MercadolibreINC COM | INC COM | $6.87M | 0.5% |
| GE Vernova Inc.COM | COM | $6.46M | 0.5% |
| Salesforce Inc.COM | COM | $6.24M | 0.5% |
| Fomento Economico Mexicano SSPON ADR UNITS | SPON ADR UNITS | $5.5M | 0.4% |
| Rtx CorporationCOM | COM | $5.13M | 0.4% |
| Alibaba Group Hldg LtdSPONSORED ADS | SPONSORED ADS | $4.92M | 0.4% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $4.75M | 0.4% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $4.56M | 0.4% |
| Unitedhealth Group Inc.COM | COM | $4.54M | 0.4% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $4.52M | 0.4% |
| iShares TR0-3 MNTH TREASRY | 0-3 MNTH TREASRY | $4.31M | 0.3% |
| Abbvie Inc.COM | COM | $4.31M | 0.3% |
| Select Sector SPDR TRSTATE STREET ENE | STATE STREET ENE | $4.27M | 0.3% |
| Crowdstrike Hldgs Inc.CL A | CL A | $4.27M | 0.3% |
| Netflix Inc..COM | COM | $4.26M | 0.3% |
| Disney Walt COCOM | COM | $4.25M | 0.3% |
Apple Inc.COM$122M
- Class
- COM
- Share
- 9.6%
Alphabet Inc.CAP STK CL A$114M
- Class
- CAP STK CL A
- Share
- 9.0%
Amazon Com Inc.COM$95.2M
- Class
- COM
- Share
- 7.5%
Microsoft Corp.COM$75.7M
- Class
- COM
- Share
- 6.0%
Betterware DE Mexc S A P I DSHS$58.7M
- Class
- SHS
- Share
- 4.6%
Nvidia CorporationCOM$54.5M
- Class
- COM
- Share
- 4.3%
Meta Platforms Inc.CL A$50.4M
- Class
- CL A
- Share
- 4.0%
JPMORGAN Chase & COCOM$49.4M
- Class
- COM
- Share
- 3.9%
Micron Technology Inc.COM$37.5M
- Class
- COM
- Share
- 3.0%
Goldman Sachs Group Inc.COM$36.6M
- Class
- COM
- Share
- 2.9%
Alphabet Inc.CAP STK CL C$36.4M
- Class
- CAP STK CL C
- Share
- 2.9%
Select Sector SPDR TRSTATE STREET HEA$27.5M
- Class
- STATE STREET HEA
- Share
- 2.2%
Vaneck ETF TrustSEMICONDUCTR ETF$24.2M
- Class
- SEMICONDUCTR ETF
- Share
- 1.9%
Broadcom Inc.COM$21.6M
- Class
- COM
- Share
- 1.7%
Taiwan Semiconductor ManufacSPONSORED ADS$21M
- Class
- SPONSORED ADS
- Share
- 1.7%
Walmart Inc.COM$19M
- Class
- COM
- Share
- 1.5%
Visa Inc.COM CL A$17.4M
- Class
- COM CL A
- Share
- 1.4%
State Str SPDR S&P 500 ETF TTR UNIT$14.6M
- Class
- TR UNIT
- Share
- 1.2%
Vanguard Index FdsS&P 500 ETF SHS$13.4M
- Class
- S&P 500 ETF SHS
- Share
- 1.1%
Bank America Corp.COM$13M
- Class
- COM
- Share
- 1.0%
Select Sector SPDR TRSTATE STREET FIN$12.1M
- Class
- STATE STREET FIN
- Share
- 1.0%
Cemex SA Euro Mtn BE 144aSPON ADR NEW$11.2M
- Class
- SPON ADR NEW
- Share
- 0.9%
Eli Lilly & COCOM$10.9M
- Class
- COM
- Share
- 0.9%
Invesco Qqq TRUNIT SER 1$10.7M
- Class
- UNIT SER 1
- Share
- 0.8%
Uber Technologies Inc.COM$10M
- Class
- COM
- Share
- 0.8%
Eaton Corp. PLCSHS$9.92M
- Class
- SHS
- Share
- 0.8%
GE AerospaceCOM NEW$8.78M
- Class
- COM NEW
- Share
- 0.7%
Select Sector SPDR TRSTATE STREET TEC$8.62M
- Class
- STATE STREET TEC
- Share
- 0.7%
Shopify Inc.CL A SUB VTG SHS$7.64M
- Class
- CL A SUB VTG SHS
- Share
- 0.6%
Costco Wholesale CorporationCOM$7.49M
- Class
- COM
- Share
- 0.6%
iShares TRISHARES BIOTECH$7.16M
- Class
- ISHARES BIOTECH
- Share
- 0.6%
Thermo Fisher Scientific Inc.COM$7.08M
- Class
- COM
- Share
- 0.6%
Select Sector SPDR TRSTATE STREET CON$6.92M
- Class
- STATE STREET CON
- Share
- 0.5%
Vanguard World FDINF TECH ETF$6.91M
- Class
- INF TECH ETF
- Share
- 0.5%
MercadolibreINC COM$6.87M
- Class
- INC COM
- Share
- 0.5%
GE Vernova Inc.COM$6.46M
- Class
- COM
- Share
- 0.5%
Salesforce Inc.COM$6.24M
- Class
- COM
- Share
- 0.5%
Fomento Economico Mexicano SSPON ADR UNITS$5.5M
- Class
- SPON ADR UNITS
- Share
- 0.4%
Rtx CorporationCOM$5.13M
- Class
- COM
- Share
- 0.4%
Alibaba Group Hldg LtdSPONSORED ADS$4.92M
- Class
- SPONSORED ADS
- Share
- 0.4%
ASML Hldg NVN Y REGISTRY SHS$4.75M
- Class
- N Y REGISTRY SHS
- Share
- 0.4%
iShares TR1 3 YR TREAS BD$4.56M
- Class
- 1 3 YR TREAS BD
- Share
- 0.4%
Unitedhealth Group Inc.COM$4.54M
- Class
- COM
- Share
- 0.4%
iShares Gold TRISHARES NEW$4.52M
- Class
- ISHARES NEW
- Share
- 0.4%
iShares TR0-3 MNTH TREASRY$4.31M
- Class
- 0-3 MNTH TREASRY
- Share
- 0.3%
Abbvie Inc.COM$4.31M
- Class
- COM
- Share
- 0.3%
Select Sector SPDR TRSTATE STREET ENE$4.27M
- Class
- STATE STREET ENE
- Share
- 0.3%
Crowdstrike Hldgs Inc.CL A$4.27M
- Class
- CL A
- Share
- 0.3%
Netflix Inc..COM$4.26M
- Class
- COM
- Share
- 0.3%
Disney Walt COCOM$4.25M
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 177 positions by value, with holdings of the same security combined. The 177 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1765876
- File number
- 028-21976
- Options
- 0 call, 0 put
- In the 25 largest
- 75.7%
- Prior quarter
- $1.09B at 31 March 2026
- Positions opened
- 12
- Positions closed
- 7
Common questions
What are MMBG Investment Advisors’ 13F holdings worth?
$1.26 billion across 177 positions for the quarter ended 30 June 2026.
What is MMBG Investment Advisors’ largest 13F holding?
APPLE INC (COM) was the largest position at $122 million, or 9.6% of reported 13F value, as of 30 June 2026.
How concentrated is MMBG Investment Advisors’ 13F portfolio?
The ten largest positions accounted for 54.9% of reported value and the twenty-five largest for 75.7%, across 177 positions as of 30 June 2026.
Does Form 13F show everything MMBG Investment Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does MMBG Investment Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.