§ 13F · FUND PROFILE
M3 Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144.5T (13F)Positions · 149Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
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 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 63K | $13.8T | 8.4% | ±0% |
| 2 | VOO | VANGUARD INDEX FDS | 15K | $9.1T | 5.5% | +40% |
| 3 | QQQ | INVESCO QQQ TR | 14K | $8.8T | 5.4% | ±0% |
| 4 | VTI | VANGUARD INDEX FDS | 26K | $8.6T | 5.2% | ±0% |
| 5 | VUG | VANGUARD INDEX FDS | 17K | $8.2T | 5.0% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 34K | $6.3T | 3.8% | +2% |
| 7 | IVV | ISHARES TR | 8K | $5.7T | 3.5% | +2% |
| 8 | GOOGL | ALPHABET INC | 17K | $5.3T | 3.2% | −16% |
| 9 | AAPL | APPLE INC | 17K | $4.6T | 2.8% | +3% |
| 10 | SPY | SPDR S&P 500 ETF TR | 6K | $4.3T | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M3 SIGNAL
AC read
M3 Advisory Group, LLC is a Other fund managing $144530.5 trillion in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed