M3 Advisory Group, LLC - Portfolio overview

M3 Advisory Group, LLC has 170 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 8.16%
2. VOO - VANGUARD INDEX FDS, 5.47%
3. VTI - VANGUARD INDEX FDS, 4.94%

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

Explore securities or join Upside Invest to compare portfolios.