MMBG INVESTMENT ADVISORS CO
Q3 2022 Form 13-F
MIAMI, FLORIDA
CIK 0001765876
· CRD 285263
· SEC-registered investment adviser
$747.1M Reported Value Total
MMBG INVESTMENT ADVISORS CO. reports 121 total accounts under management (AUM). There are 121 discretionary accounts valued at $2,041,441,088, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-27
Reported value
$747.1M
Quarter over quarter
-6.7%
Holdings
160
Top-10 concentration
48.4%
Key People
Form ADV owners & control persons
Bernardo Luis Guerra Trevi?o
SHAREHOLDER
Mauricio Morales Sada
SHAREHOLDER
Andres Aguilar Calvo
PRINCIPAL OFFICER AND CHIEF COMPLIANCE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $747.1M |
| Positions | 160 |
| Change in reported value | -7.3% |
| New positions | 10 |
| Exited positions | 6 |
| Position turnover | 9.6% |
| Top-10 concentration | 48.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 10, 2026
|
177 | $1.3B |
|
Q1 2026 13F
Filed Apr 30, 2026
|
172 | $1.1B |
|
Q4 2025 13F
Filed Feb 9, 2026
|
177 | $1.2B |
|
Q3 2025 13F
Filed Nov 7, 2025
|
179 | $1.1B |
|
Q2 2025 13F
Filed Aug 12, 2025
|
178 | $1.0B |
|
Q1 2025 13F
Filed Apr 25, 2025
|
168 | $884.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
158 | $941.6M |
|
Q3 2024 13F
Filed Nov 13, 2024
|
166 | $958.3M |
|
Q2 2024 13F
Filed Aug 13, 2024
|
152 | $932.9M |
|
Q1 2024 13F
Filed May 10, 2024
|
160 | $948.1M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
157 | $849.8M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
152 | $793.5M |
|
Q2 2023 13F
Filed Aug 11, 2023
|
154 | $823.5M |
|
Q1 2023 13F
Filed May 11, 2023
|
158 | $789.1M |
|
Q4 2022 13F
Filed Feb 7, 2023
|
162 | $755.3M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
160 | $747.1M |
|
Q2 2022 13F
Filed Aug 2, 2022
|
156 | $806.2M |
|
Q1 2022 13F
Filed May 6, 2022
|
158 | $959.0M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
156 | $1.0B |
Top 20 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $75.8M | 10.15% |
| 2 | MSFT MICROSOFT CORP | $58.6M | 7.85% |
| 3 | AMZN AMAZON COM INC | $49.3M | 6.6% |
| 4 | GOOGL ALPHABET INC | $37.4M | 5.0% |
| 5 | BWMX BETTERWARE DE MXC S A B DE C | $30.0M | 4.01% |
| 6 | XLV SELECT SECTOR SPDR TR | $26.2M | 3.51% |
| 7 | SPY SPDR S&P 500 ETF TR | $24.3M | 3.25% |
| 8 | JPM JP MORGAN CHASE & CO | $22.7M | 3.04% |
| 9 | META META PLATFORMS INC | $21.2M | 2.84% |
| 10 | GS GOLDMAN SACHS GROUP INC | $16.0M | 2.14% |
| 11 | DIS DISNEY WALT CO | $15.8M | 2.12% |
| 12 | GOOG ALPHABET INC | $14.2M | 1.9% |
| 13 | CRM SALESFORCE COM INC | $14.0M | 1.88% |
| 14 | BAC BK OF AMERICA CORP | $13.9M | 1.86% |
| 15 | SHV ISHARES TR | $11.3M | 1.51% |
| 16 | V VISA INC | $11.2M | 1.5% |
| 17 | XLF SELECT SECTOR SPDR TR | $11.0M | 1.48% |
| 18 | MCD MCDONALDS CORP | $10.6M | 1.42% |
| 19 | IBB ISHARES TR | $10.5M | 1.4% |
| 20 | SBUX STARBUCKS CORP | $9.7M | 1.3% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.