M3 Wealth Management, LLC

DOSSIER · 13F-HR · Q2 2026

M3 Wealth Management, LLC

$154M in tracked AUM across 35 positions as of Q2 2026.

MW

CIK 0002109365 · last filed Jun 30, 2026

Total AUM

$154M

as of Q2 2026

Holdings

35

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

M3 Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.