§ 13F · FUND PROFILE
M Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $108.4T (13F)Positions · 46Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 590K | $27.6T | 24.0% | ±0% |
| 2 | PULS | PGIM ETF TR | 319K | $15.8T | 13.8% | −3% |
| 3 | TOTL | SSGA ACTIVE ETF TR | 274K | $11.0T | 9.6% | ±0% |
| 4 | VXUS | VANGUARD STAR FDS | 120K | $9.1T | 7.9% | +2% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 196K | $5.2T | 4.5% | +2% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 117K | $4.6T | 4.0% | −8% |
| 7 | USFR | WISDOMTREE TR | 81K | $4.1T | 3.5% | −8% |
| 8 | PDBC | INVESCO ACTVELY MNGD ETC FD | 258K | $3.4T | 3.0% | +2% |
| 9 | IAUM | ISHARES GOLD TR | 77K | $3.3T | 2.9% | ±0% |
| 10 | DFAS | DIMENSIONAL ETF TRUST | 37K | $2.6T | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M SIGNAL
AC read
M Wealth Management, LLC is a Other fund managing $108430.9 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed