M3 Wealth Management, LLC - Q12026 Holdings

M3 Wealth Management, LLC holds 35 stocks with a total portfolio value of $ 129.92M as of Q12026. In Q12026, M3 Wealth Management, LLC added 16 new positions, increased stakes in 17 stocks, reduced 2 holdings, and fully exited 98 positions. The largest holding is Vanguard Specialized Funds (VIG), representing 8.50% of the total portfolio.