account_balance

Investment manager · 13F filer · SEC CIK 2014826

M3 Advisory Group, LLC

Reported value$201Mas of Sep 30, 2026

Positions158 8 new, 6 sold out

Top 10 weight44.2%VIG alone is 8%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VIGVanguard Specialized Funds

8.0%Added +4%

VOOVanguard Index FDS

5.7%Added +6%

QQQInvesco QQQ Tr

5.2%

VTIVanguard Index FDS

4.9%

VUGVanguard Index FDS

4.9%

NVDANVIDIA Corp

3.8%Added +3%

IVViShares Tr

3.2%

GOOGLAlphabet Inc.

2.9%

AAPLApple Inc.

2.9%Added +4%

XLESelect Sector SPDR Tr

2.5%

SPYSPDR S&P 500 ETF Trust

2.4%

XLKSelect Sector SPDR Tr

1.7%

VIGVanguard Specialized Funds

8.0%Added +4%

VOOVanguard Index FDS

5.7%Added +6%

QQQInvesco QQQ Tr

5.2%

VTIVanguard Index FDS

4.9%

VUGVanguard Index FDS

4.9%

NVDANVIDIA Corp

3.8%

IVViShares Tr

3.2%

GOOGLAlphabet Inc.

2.9%

AAPLApple Inc.

2.9%

XLE2.5%

SPY2.4%

XLK

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VIG Vanguard Specialized Funds 8.0% Added +4%

VOO Vanguard Index FDS 5.7% Added +6%

QQQ Invesco QQQ Tr 5.2% Held

VTI Vanguard Index FDS 4.9% Held

VUG Vanguard Index FDS 4.9% Held

NVDA NVIDIA Corp 3.8% Added +3%

IVV iShares Tr 3.2% Held

GOOGL Alphabet Inc. 2.9% Held AAPL Apple Inc. 2.9% Added +4%

XLE Select Sector SPDR Tr 2.5% Held

SPY SPDR S&P 500 ETF Trust 2.4% Held

XLK Select Sector SPDR Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 24, 2026 filing

add_circleNew

IBDS $788K
IBDT $684K
IBDU $679K
QQQM $578K

arrow_upwardAdded

META +12%
MSFT +11%
XOM +9%
ABBV +7%

arrow_downwardTrimmed

BKNG −4%
GOOG −3%
BX −2%

remove_circleSold out

HD $268K
CASY $248K
IJT $206K
MNST $206K

M3 Advisory Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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