M Wealth Management, LLC - Portfolio overview

M Wealth Management, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 23.40%
2. PULS - PGIM ETF TR, 11.73%
3. TOTL - SSGA ACTIVE ETF TR, 9.28%

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

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