M Wealth Management, LLC Portfolio Holdings by Sector

M Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU PULS TOTL VXUS SCHP DFAC USFR PDBC 36 stocks	$104 Million 97.08% of portfolio	12	14	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.6 Million 1.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$408,343 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$386,907 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$356,228 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$285,468 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BRW 1 stocks	$77,700 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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

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