M Wealth Management, LLC

· CIK 0002026150

13F Portfolio $127M AUM 57 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 10 New 24 Added 17 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INDA	ISHARES TR	—	4,250	$230K	0.20%	SOLD

Sector Allocation

Financial Services 57.2%

Technology 32.4%

Consumer Cyclical 10.4%