M3 Wealth Management, LLC - Portfolio Stock Holdings
M3 Wealth Management, LLC disclosed 36 stock positions in a recent SEC 13F filing. $154,120,789 of stock holdings were filed, with the largest holdings including SPTM, RSP, and VIG. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $160,236,028 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:
36Est. Stock Holding Value:
$154,120,789Top Stock Holdings By Sector
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Portfolio Stock Holdings - M3 Wealth Management, LLC
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% of Portfolio
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