M3 Advisory Group, LLC: 13F holdings
CIK 20148262026Q2
| Positions | 156 |
|---|
| Reported value | $192.8m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 156 (+7 vs prior quarter) |
|---|
| Reported value | $192.8m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD SPECIALIZED FUNDS | 66,470 | $15.7m | 8.2% |
| VOO VANGUARD INDEX FDS | 15,596 | $10.7m | 5.6% |
| QQQ INVESCO QQQ TR | 14,215 | $10.5m | 5.4% |
| VTI VANGUARD INDEX FDS | 26,477 | $9.8m | 5.1% |
| VUG VANGUARD INDEX FDS | 108,637 | $9.4m | 4.9% |
| NVDA NVIDIA CORPORATION | 33,051 | $6.6m | 3.4% |
| IVV ISHARES TR | 8,435 | $6.3m | 3.3% |
| GOOGL ALPHABET INC | 16,986 | $6.1m | 3.1% |
| AAPL APPLE INC | 16,837 | $4.9m | 2.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,419 | $4.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2014826")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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