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 Market Cap. of $300 Millions to $2 Billions

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

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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