M3 Wealth Management, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$125.8M
Holdings
117
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (117 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WMTWALMART INC | 2,232 | $248K | 0.20% | |
| 102 | IJRISHARES TR | 2,069 | $248K | 0.20% | |
| 103 | SPYSPDR S&P 500 ETF TR | 354 | $241K | 0.19% | |
| 104 | CARRCARRIER GLOBAL CORPORATION | 4,516 | $238K | 0.19% | |
| 105 | VUGVANGUARD INDEX FDS | 464 | $226K | 0.18% | |
| 106 | XLUSELECT SECTOR SPDR TR | 5,312 | $226K | 0.18% | |
| 107 | MDTMEDTRONIC PLC | 2,260 | $217K | 0.17% | |
| 108 | VIGVANGUARD SPECIALIZED FUNDS | 989 | $217K | 0.17% | |
| 109 | VWOVANGUARD INTL EQUITY INDEX F | 4,000 | $215K | 0.17% | |
| 110 | CRWDCROWDSTRIKE HLDGS INC | 459 | $215K | 0.17% | |
| 111 | SUBISHARES TR | 2,014 | $214K | 0.17% | |
| 112 | FDXFEDEX CORP | 728 | $210K | 0.17% | |
| 113 | SHELSHELL PLC | 2,843 | $208K | 0.17% | |
| 114 | UBERUBER TECHNOLOGIES INC | 2,518 | $205K | 0.16% | |
| 115 | FFORD MTR CO | 12,386 | $162K | 0.13% | |
| 116 | BTZBLACKROCK CR ALLOCATION INCO | 14,617 | $158K | 0.13% | |
| 117 | PIMPUTNAM MASTER INTER INCOME T | 20,245 | $67K | 0.05% |
PreviousPage 2 of 2