account_balance

Investment manager · 13F filer · SEC CIK 2026150

M Wealth Management, LLC

Reported value$130Mas of Sep 30, 2026

Positions61 4 new, 0 sold out

Top 10 weight70.8%DFAU alone is 24%

FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFAUDimensional ETF Trust

24.4%

PULSPgim ETF Tr

11.3%Added +4%

TOTLSsga Active ETF Tr

8.2%

VXUSVanguard Star FDS

8.1%

DFACDimensional ETF Trust

3.9%

PDBCInvesco Actvely MNGD Etc Fd

3.8%Trimmed −4%

SCHPSchwab Strategic Tr

3.7%Trimmed −7%

USFRWisdomtree Tr

2.7%−10%

IAUMiShares Gold Trust Micro

2.5%

DFASDimensional ETF Trust

2.2%

DFAEDimensional ETF Trust

1.8%+4%

AAPLApple Inc.

1.7%

DFAUDimensional ETF Trust

24.4%

PULSPgim ETF Tr

11.3%

TOTLSsga Active ETF Tr

8.2%

VXUSVanguard Star FDS

8.1%

DFAC3.9%

PDBC3.8%

SCHPSchwab Strategic Tr

3.7%

USFR2.7%

IAUM

DFAS

DFAE

AAPL

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

DFAU Dimensional ETF Trust 24.4% Held

PULS Pgim ETF Tr 11.3% Added +4%

TOTL Ssga Active ETF Tr 8.2% Held

VXUS Vanguard Star FDS 8.1% Held

DFAC Dimensional ETF Trust 3.9% Held

PDBC Invesco Actvely MNGD Etc Fd 3.8% Trimmed −4%

SCHP Schwab Strategic Tr 3.7% Trimmed −7%

USFR Wisdomtree Tr 2.7% Trimmed −10%

IAUM iShares Gold Trust Micro 2.5% Held

DFAS Dimensional ETF Trust 2.2% Held

DFAE Dimensional ETF Trust 1.8% Added +4%

AAPL Apple Inc. 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 27, 2026 filing

add_circleNew

BINC $427K
ZM $311K
CMDT $213K
DFAT $209K

arrow_upwardAdded

STIP +200%
VTEC +105%
JAAA +19%
MMSD +16%

arrow_downwardTrimmed

AMD −32%
UYLD −29%
IBIT −24%
TSLA −20%

remove_circleSold out

None

M Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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