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Portfolio (Quarterly) Guide ↗

M3 Advisory Group, LLC

· CIK 0002014826
13F Portfolio $193M AUM 156 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 79 Added 28 Reduced 12 Exited
Page 8 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KO COCA COLA CO Consumer Defensive 2,876.0 $234K 0.12% NEW $81.28 +10.3%
142 FTC FIRST TR EXCHANGE-TRADED ALP 1,171.0 $227K 0.12% NEW $193.81 -8.2%
143 VT VANGUARD INTL EQUITY INDEX F 1,435.0 $225K 0.12% NEW $157.00 +2.6%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 427.0 $214K 0.11% -68.0 -13.7% $501.47 +24.1%
145 DE DEERE & CO Industrials 331.0 $210K 0.11% NEW $634.33 -0.6%
146 VCSH VANGUARD SCOTTSDALE FDS 2,648.0 $209K 0.11% +126.0 +5.0% $79.03 -0.7%
147 IJT ISHARES TR 1,156.0 $206K 0.11% NEW $178.60 -4.2%
148 VGK VANGUARD INTL EQUITY INDEX F 2,331.0 $206K 0.11% NEW $88.56 +3.9%
149 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,138.0 $206K 0.11% NEW $96.13 -51.3%
150 IJK ISHARES TR 1,744.0 $205K 0.11% NEW $117.50 -3.2%
151 EEM ISHARES TR 2,953.0 $202K 0.10% NEW $68.41 -1.9%
152 ILF ISHARES TR 5,967.0 $201K 0.10% NEW $33.75 +2.7%
153 AXP AMERICAN EXPRESS CO Financial Services 591.0 $200K 0.10% -113.0 -16.1% $338.48 -1.6%
154 KR KROGER CO Consumer Defensive 3,602.0 $200K 0.10% -278.0 -7.2% $55.53 +3.9%
155 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 16,219.0 $91K 0.05% +1K +7.4% $5.58 -5.9%
156 WWR WESTWATER RES INC Basic Materials 15,820.0 $8K 0.00% NEW $0.51 +14.5%
Page 8 of 8  ·  156 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
Technology 35.3%
Financial Services 31.3%
Communication Services 9.6%
Consumer Cyclical 9.1%
Healthcare 4.7%
Consumer Defensive 3.6%
Industrials 3.4%
Energy 1.7%
Basic Materials 1.0%
Utilities 0.5%