Portfolio (Quarterly) Guide ↗

M Wealth Management, LLC

· CIK 0002026150

13F Portfolio $115M AUM 48 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 13 Added 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BRW	SABA CAPITAL INCOME & OPRNT	Financial Services	10,000	$78K	0.07%	SOLD

Sector Allocation

Financial Services 67.5%

Technology 27.8%

Consumer Cyclical 4.7%