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MMBG Investment Advisors Co.
MMBG Investment Advisors Co. is a Miami-based registered investment adviser founded in 2016. The firm manages portfolios primarily for high net worth individuals and some business clients, focusing on customized investment strategies. With a team of approximately 7-8 employees, MMBG delivers discretionary and tailored investment advisory services to its clientele, supported by SEC registration and regulatory filings.
Investment Strategy
MMBG Investment Advisors Co. applies discretionary investment strategies tailored for high net worth individuals and select business accounts. The firm builds diversified portfolios featuring large-cap equities and U.S. index funds as major holdings, as seen in frequent positions in Apple, Microsoft, Amazon, and Alphabet. The approach focuses on fundamental analysis, long-term growth, and risk management, leveraging both active and passive instruments to meet client-specific objectives.
Latest 13F Filing Activity
MMBG Investment Advisors Co. filed their most recent 13F report on Jun 30, 2025 disclosing 178 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Meta Platforms Inc. among other positions. MMBG Investment Advisors Co. reduced exposure to Betterware de MXC S A B de C, Apple Inc., Ishares Gold TR among others.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.40% | $94.5M | 189,916 | $337.83 | $497.41 | +$27.3M |
A AAPL | APPLE INC | 8.55% | $85.9M | 418,665 | $176.46 | $205.17 | -$6.5M |
A AMZN | AMAZON COM INC | 8.14% | $81.8M | 373,002 | $154.71 | $219.39 | +$11.7M |
M META | META PLATFORMS INC | 6.21% | $62.4M | 84,539 | $304.50 | $738.09 | +$15.7M |
| ALPHABET INC | 5.72% | $57.5M | 326,049 | $139.50 | $176.23 | +$7.5M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Associate Portfolio Manager | FL , United States |
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