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Portfolio (Quarterly) Guide ↗

M3 Advisory Group, LLC

· CIK 0002014826
13F Portfolio $164M AUM 142 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 63 Added 34 Reduced 17 Exited
Page 2 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLV SELECT SECTOR SPDR TR 12,049.0 $1.9M 1.14% +176.0 +1.5% $154.80 -4.3%
22 XLP SELECT SECTOR SPDR TR 23,149.0 $1.8M 1.10% +180.0 +0.8% $77.68 +9.0%
23 VONV VANGUARD SCOTTSDALE FDS 19,416.0 $1.8M 1.09% $92.30 +11.5%
24 XLY SELECT SECTOR SPDR TR 14,865.0 $1.8M 1.08% +7K +100.6% $119.41 -0.6%
25 MOAT VANECK ETF TRUST 15,039.0 $1.6M 0.95% +527.0 +3.6% $103.56 -2.3%
26 VXUS VANGUARD STAR FDS 19,713.0 $1.5M 0.91% +1K +5.9% $75.44 +12.1%
27 MGK VANGUARD WORLD FD 3,385.0 $1.4M 0.85% $412.73 -78.5%
28 IYW ISHARES TR 6,972.0 $1.4M 0.85% -46.0 -0.7% $199.68 +20.2%
29 XLB SELECT SECTOR SPDR TR 29,407.0 $1.3M 0.81% +15K +106.5% $45.35 +10.3%
30 JPM JPMORGAN CHASE & CO. Financial Services 4,075.0 $1.3M 0.80% +55.0 +1.4% $322.22 -6.0%
31 VB VANGUARD INDEX FDS 4,718.0 $1.2M 0.74% +261.0 +5.9% $257.94 +11.1%
32 GOOG ALPHABET INC Communication Services 3,778.0 $1.2M 0.72% +145.0 +4.0% $313.82 +22.2%
33 SPYV SPDR SERIES TRUST 17,574.0 $998K 0.61% +737.0 +4.4% $56.81 +6.7%
34 CWB SPDR SERIES TRUST 10,923.0 $974K 0.59% $89.20 +18.1%
35 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,581.0 $954K 0.58% +41.0 +2.7% $603.21 +10.3%
36 SHY ISHARES TR 11,369.0 $942K 0.57% $82.82 -0.8%
37 BX BLACKSTONE INC Financial Services 5,980.0 $922K 0.56% -102.0 -1.7% $154.13 -23.1%
38 META META PLATFORMS INC Communication Services 1,349.0 $891K 0.54% -30.0 -2.2% $660.30 -8.0%
39 LLY ELI LILLY & CO Healthcare 811.0 $872K 0.53% +87.0 +12.0% $1074.82 -3.1%
40 BAC BANK AMERICA CORP Financial Services 15,365.0 $845K 0.52% +133.0 +0.9% $55.00 -6.4%
Page 2 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.7%
Technology 30.9%
Communication Services 12.2%
Consumer Cyclical 11.0%
Healthcare 5.0%
Consumer Defensive 3.4%
Industrials 2.8%
Energy 1.2%
Basic Materials 0.8%