§ 13F · FUND PROFILE
M3 Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 117Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$125.8T 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 FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 34K | $12.6T | 10.0% | NEW |
| 2 | V | VISA INC | 25K | $8.7T | 6.9% | NEW |
| 3 | AAPL | APPLE INC | 23K | $6.2T | 4.9% | NEW |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | 12K | $5.2T | 4.1% | NEW |
| 5 | MSFT | MICROSOFT CORP | 10K | $4.7T | 3.8% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 67K | $4.2T | 3.3% | NEW |
| 7 | GOOG | ALPHABET INC | 9K | $2.8T | 2.2% | NEW |
| 8 | VB | VANGUARD INDEX FDS | 11K | $2.7T | 2.2% | NEW |
| 9 | AMZN | AMAZON COM INC | 12K | $2.7T | 2.1% | NEW |
| 10 | CVX | CHEVRON CORP NEW | 17K | $2.6T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M3 SIGNAL
AC read
M3 Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed