CIK 2109365
M3 Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
117
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 117
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 34K | $1M+ | SH |
| V | VISA INC | 25K | $1M+ | SH |
| AAPL | APPLE INC | 23K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 12K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 67K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 17K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 63K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 31K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| PEP | PEPSICO INC | 12K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| AFL | AFLAC INC | 14K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 14K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 17K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 10K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 14K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| BP | BP PLC | 31K | $1M+ | SH |
| SO | SOUTHERN CO | 12K | $1M+ | SH |
| IAK | ISHARES TR | 7K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| KXI | ISHARES TR | 14K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 11K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 894 | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 3K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| WSBK | WINCHESTER BANCORP INC | 70K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |