M Wealth Management, LLC Portfolio Holdings

M Wealth Management, LLC

  • $110 Billion
  • Q4 2024

M Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $26.6B, Pgim ETF Tr with a value of $14.8B, Ssga Active ETF Tr Spdr Doblel with a value of $11.1B, Wisdomtree Floating Rate Treas with a value of $7.91B, and Vanguard Star Fd Vanguard Tota with a value of $6.97B.

Examining the 13F form we can see an increase of $110B in the current position value.

M Wealth Management, LLC is based out at San Diego, CA

Below you can find more details about M Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $102 Billion
Technology: $2.08 Billion
Consumer Cyclical: $575 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Billion 24.29% of portfolio
656,989
Q4 2024 New
$0
$14.8 Billion 13.47% of portfolio
297,762
Q4 2024 New
$0
$11.1 Billion 10.1% of portfolio
280,850
Q4 2024 New
$0
$7.91 Billion 7.22% of portfolio
157,172
Q4 2024 New
$0
$6.97 Billion 6.37% of portfolio
118,324
Q4 2024 New
$0
$5.15 Billion 4.7% of portfolio
148,814
Q4 2024 New
$0
$5.1 Billion 4.66% of portfolio
197,603
Q4 2024 New
$0
$3.37 Billion 3.07% of portfolio
259,108
Q4 2024 New
$0
$3.29 Billion 3.0% of portfolio
50,530
Q4 2024 New
$0
$2.99 Billion 2.73% of portfolio
58,945
Q4 2024 New
$0
$1.57 Billion 1.43% of portfolio
61,851
Q4 2024 New
$0
$1.56 Billion 1.42% of portfolio
16,054
Q4 2024 New
$0
$1.22 Billion 1.12% of portfolio
29,852
Q4 2024 New
$0
$1.14 Billion 1.04% of portfolio
14,086
Q4 2024 New
$0
$944 Million 0.86% of portfolio
37,989
Q4 2024 New
$0
$729 Million 0.67% of portfolio
3,448
Q4 2024 New
$0
$688 Million 0.63% of portfolio
7,130
Q4 2024 New
$0
$663 Million 0.61% of portfolio
31,475
Q4 2024 New
$0
$636 Million 0.58% of portfolio
1,244
Q4 2024 New
$0
$596 Million 0.54% of portfolio
1,451
Q4 2024 New
$0
$551 Million 0.5% of portfolio
15,842
Q4 2024 New
$0
$484 Million 0.44% of portfolio
9,200
Q4 2024 New
$0
$475 Million 0.43% of portfolio
7,300
Q4 2024 New
$0
$391 Million 0.36% of portfolio
7,711
Q4 2024 New
$0
$395 Million 0.36% of portfolio
8,025
Q4 2024 New
$0
$373 Million 0.34% of portfolio
3,173
Q4 2024 New
$0
$358 Million 0.33% of portfolio
1,236
Q4 2024 New
$0
$342 Million 0.31% of portfolio
9,210
Q4 2024 New
$970M
$333 Million 0.3% of portfolio
13,150
Q4 2024 New
$0
$334 Million 0.3% of portfolio
7,701
Q4 2024 New
$0
$311 Million 0.28% of portfolio
4,111
Q4 2024 New
$0
$260 Million 0.24% of portfolio
984
Q4 2024 New
$0
$256 Million 0.23% of portfolio
437
Q4 2024 New
$0
$217 Million 0.2% of portfolio
3,200
Q4 2024 New
$0
$209 Million 0.19% of portfolio
3,399
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $110 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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