M3 Wealth Management, LLC: 13F holdings
CIK 21093652026Q2
| Positions | 35 |
|---|
| Reported value | $154.1m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 35 (+0 vs prior quarter) |
|---|
| Reported value | $154.1m (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 145,538 | $13.2m | 8.6% |
| RSP INVESCO EXCHANGE TRADED FD T | 60,528 | $12.9m | 8.4% |
| VIG VANGUARD SPECIALIZED FUNDS | 54,281 | $12.8m | 8.3% |
| GEV GE VERNOVA INC | 6,128 | $7.2m | 4.7% |
| GOOGL ALPHABET INC | 20,108 | $7.2m | 4.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 63,513 | $5.3m | 3.5% |
| VO VANGUARD INDEX FDS | 64,416 | $5.2m | 3.4% |
| IJR ISHARES TR | 34,775 | $5.2m | 3.3% |
| AAPL APPLE INC | 16,708 | $4.8m | 3.1% |
| JNJ JOHNSON & JOHNSON | 18,389 | $4.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109365")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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