M Wealth Management, LLC - Portfolio Stock Holdings
M Wealth Management, LLC disclosed 60 stock positions in a recent SEC 13F filing. $127,334,206 of stock holdings were filed, with the largest holdings including DFAU, PULS, and TOTL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $177,562,651 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
60Est. Stock Holding Value:
$127,334,206Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - M Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...