M3 Wealth Management, LLC - Portfolio overview

M3 Wealth Management, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 8.50%
2. SPTM - SPDR SERIES TRUST, 8.39%
3. RSP - INVESCO EXCHANGE TRADED FD T, 8.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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