DOSSIER · 13F-HR · Q1 2026
M Wealth Management, LLC
$119M in tracked AUM across 55 positions as of Q1 2026.
MW
CIK 0002026150 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
M Wealth Management, LLC manages a portfolio with a total market value of approximately $114.90 million as of December 31, 2025. This represents a significant growth of 31.3% from the previous quarter's value of $87.53 million. The portfolio is highly diversified, comprising 48 holdings, yet it exhibits a distinct concentration in the top positions. The fund employs a strategy heavily reliant on Exchange Traded Funds (ETFs), which account for approximately **8...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.