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 101–117 of 117
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 354 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 464 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 989 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 459 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| SUB | ISHARES TR | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 728 | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| F | FORD MTR CO | 12K | $100K–$500K | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 15K | $100K–$500K | SH |
| PIM | PUTNAM MASTER INTER INCOME T | 20K | $50K–$100K | SH |