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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.7 Million 0.07% of portfolio
10,000
Q2 2025 Reduced 42.03%

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
Track This Portfolio

Track M Wealth Management, LLC Portfolio

Follow M Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email