M3 Wealth Management, LLC
M3 Wealth Management, LLC reported 35 positions worth $154.1M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPTM (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $13.2M | 8.57% | 145,538 | — | — | |
| ▸ 2 | RSP | SH | $12.9M | 8.36% | 60,528 | — | — | |
| ▸ 3 | VIG | SH | $12.8M | 8.33% | 54,281 | — | — | |
| ▸ 4 | GEV | SH | $7.2M | 4.67% | 6,128 | — | — | |
| ▸ 5 | GOOGL | SH | $7.2M | 4.66% | 20,108 | — | — | |
| ▸ 6 | VEU | SH | $5.3M | 3.45% | 63,513 | — | — | |
| ▸ 7 | VO | SH | $5.2M | 3.37% | 64,416 | — | — | |
| ▸ 8 | IJR | SH | $5.2M | 3.35% | 34,775 | — | — | |
| ▸ 9 | AAPL | SH | $4.8M | 3.14% | 16,708 | — | — | |
| ▸ 10 | JNJ | SH | $4.7M | 3.03% | 18,389 | — | — |
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Frequently Asked Questions
What stocks does M3 Wealth Management, LLC hold as of Q2 2026?
M3 Wealth Management, LLC reported 35 positions worth $154.1M in its Q2 2026 13F filing. Largest positions: SPTM (8.6%), RSP (8.4%), VIG (8.3%), GEV (4.7%) and GOOGL (4.7%).
What did M3 Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did M3 Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.