account_balance
Investment manager · 13F filer · SEC CIK 2109365
M3 Wealth Management, LLC
Reported value$158Mas of Sep 30, 2026
Positions35 2 new, 2 sold out
Top 10 weight49.9%SPTM alone is 9%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
8.8%Added +4%
VIGVanguard Specialized Funds
8.4%Added +5%
RSPInvesco Exchange Traded Fd T
8.3%Added +4%
GOOGLAlphabet Inc.
4.0%Trimmed −9%
AAPLApple Inc.
3.6%
VEUVanguard Intl Equity Index F
3.6%Added +7%
VOVanguard Index FDS
3.4%Added +7%
VLOValero Energy Corp
3.4%Trimmed −16%
MSFTMicrosoft Corp
3.2%New
GEVGE Vernova Inc.
3.2%−12%
IJRiShares Tr
3.2%+7%
JNJJohnson & Johnson
3.0%
SPTMSPDR Series Trust
8.8%Added +4%
VIGVanguard Specialized Funds
8.4%Added +5%
RSPInvesco Exchange Traded Fd T
8.3%Added +4%
VEUVanguard Intl Equity Index F
3.6%
VOVanguard Index FDS
3.4%
VLOValero Energy Corp
3.4%
MSFTMicrosoft Corp
3.2%
GEV3.2%IJR3.2%
JNJ3.0%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
SPTM SPDR Series Trust 8.8% Added +4%
VIG Vanguard Specialized Funds 8.4% Added +5%
RSP Invesco Exchange Traded Fd T 8.3% Added +4%
GOOGL Alphabet Inc. 4.0% Trimmed −9%AAPL Apple Inc. 3.6% HeldVEU Vanguard Intl Equity Index F 3.6% Added +7%
VO Vanguard Index FDS 3.4% Added +7%
VLO Valero Energy Corp 3.4% Trimmed −16%MSFT Microsoft Corp 3.2% NewGEV GE Vernova Inc. 3.2% Trimmed −12%IJR iShares Tr 3.2% Added +7%
JNJ Johnson & Johnson 3.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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