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Filers›Family Office›M3 Advisory Group, LLC
DOSSIER · 13F-HR · Q1 2026

M3 Advisory Group, LLC

M3 Advisory's family office based in New York, NY — $162M in tracked AUM across 149 positions as of Q1 2026.

MA
M3 Advisory·New York, NY·Family Office
CIK 0002014826 · last filed Mar 31, 2026
Total AUM
$162M
▼ 4.8%
vs prior
Holdings
149
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

M3 Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$14M64K8.4%
02
VOO
VANGUARD INDEX FDS
$9M15K5.7%
03
VTI
VANGUARD INDEX FDS
$8M26K5.1%
04
QQQ
INVESCO QQQ TR
$8M14K5.1%
05
VUG
VANGUARD INDEX FDS
$7M17K4.6%
06
NVDA
NVIDIA CORPORATION
$6M34K3.6%
07
IVV
ISHARES TR
$5M8K3.4%
08
XLE
SELECT SECTOR SPDR TR
$5M81K3.1%
09
GOOGL
ALPHABET INC
$5M17K3.0%
10
AAPL
APPLE INC
$4M17K2.6%

Filing history

Filing history loading…
AI Agent · grounded in M3
haiku-4-5 · 149 positions indexed
Sector mix
  • Tech6%
  • Financials16%
  • Communications9%
  • Industrials41%
  • Energy8%
  • Other20%
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