M3 Wealth Management, LLC
•CIK: 2109365•Filing: Q4 2025
M3 Wealth Management, LLC manages $126M across a diversified portfolio of 117 positions. The strategy exhibits significant allocations to broad market and sector leaders, notably holding IWB at $12.6M and V at $8.7M. Key concentrated positions include AAPL ($6.2M), VOOG ($5.2M), and MSFT ($4.7M), suggesting a focus on established, high-quality growth names. This structure balances broad market exposure with targeted bets on mega-cap technology and dividend-oriented assets.
Total AUM
$125.8M
QoQ Performance
N/A
Positions
90
Top 10 Concentration
41.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IWB
V
IWB10.0%
V6.9%
AAPL4.9%
VOOG4.1%
MSFT3.8%
VEA3.3%
GOOG2.2%
VB2.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other50.0%
Technology17.7%
Financial12.5%
Healthcare4.2%
Consumer4.0%
Utilities3.6%
Industrial2.9%
Consumer Staples2.4%