M Wealth Management, LLC Portfolio Holdings

M Wealth Management, LLC

  • $114 Billion
  • Q3 2025

M Wealth Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27B, Pgim ETF Tr with a value of $16.4B, Ssga Active ETF Tr Spdr Doblel with a value of $11.1B, Vanguard Star Fd Vanguard Tota with a value of $8.68B, and Schwab Strategic Us Tips ETF with a value of $5.16B.

Examining the 13F form we can see an increase of $5.43B in the current position value, from $108B to 114B.

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 $114 Billion
ETFs: $104 Billion
Technology: $2.24 Billion
Consumer Cyclical: $387 Million
Financial Services: $77.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $114 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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