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Portfolio (Quarterly) Guide ↗

M3 Wealth Management, LLC

· CIK 0002109365
13F Portfolio $154M AUM 35 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 19 Added 7 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTM SPDR SERIES TRUST 145,538.0 $13.2M 8.57% +8K +5.6% $90.79 +2.7%
2 RSP INVESCO EXCHANGE TRADED FD T 60,528.0 $12.9M 8.36% +4K +6.6% $212.77 +3.7%
3 VIG VANGUARD SPECIALIZED FUNDS 54,281.0 $12.8M 8.33% +3K +5.8% $236.62 +2.7%
4 VEU VANGUARD INTL EQUITY INDEX F 63,513.0 $5.3M 3.45% +6K +10.7% $83.75 +2.0%
5 VO VANGUARD INDEX FDS 64,416.0 $5.2M 3.37% +50K +349.6% $80.57 +2.4%
6 IJR ISHARES TR 34,775.0 $5.2M 3.35% +4K +14.1% $148.31 -1.8%
7 PANW PALO ALTO NETWORKS INC Technology 13,512.0 $4.6M 2.99% +393.0 +3.0% $341.02 +9.0%
8 TSLA TESLA INC Consumer Cyclical 10,303.0 $4.3M 2.81% +114.0 +1.1% $420.60 -17.1%
9 GS GOLDMAN SACHS GROUP INC Financial Services 3,508.0 $3.5M 2.30% +65.0 +1.9% $1011.37 +2.2%
10 SYK STRYKER CORPORATION Healthcare 10,129.0 $3.2M 2.07% +235.0 +2.4% $314.84 +5.0%
11 SO SOUTHERN CO Utilities 32,320.0 $3.1M 2.01% +210.0 +0.7% $95.71 -7.8%
12 LMT LOCKHEED MARTIN CORP Industrials 5,980.0 $3.0M 1.98% +57.0 +1.0% $509.46 +10.7%
13 ETN EATON CORP PLC Industrials 6,980.0 $3.0M 1.93% +201.0 +3.0% $426.12 -5.5%
14 NEE NEXTERA ENERGY INC Utilities 30,415.0 $2.7M 1.73% +635.0 +2.1% $87.77 -6.8%
15 O REALTY INCOME CORP Real Estate 43,009.0 $2.7M 1.73% +265.0 +0.6% $61.96 +0.0%
16 TGT TARGET CORP Consumer Defensive 20,200.0 $2.6M 1.71% +9K +87.5% $130.61 +24.9%
17 HDV ISHARES TR 59,889.0 $1.6M 1.06% +57K +1907.7% $27.41 +7.4%
18 VIGI VANGUARD WHITEHALL FDS 17,325.0 $1.6M 1.05% +13K +302.4% $93.38 +5.6%
19 SCHY SCHWAB STRATEGIC TR 50,277.0 $1.6M 1.03% +38K +306.3% $31.73 +4.6%

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
Healthcare 16.5%
Industrials 14.5%
Utilities 13.7%
Consumer Cyclical 11.7%
Communication Services 10.1%
Technology 10.0%
Consumer Defensive 9.0%
Financial Services 7.3%
Energy 4.5%
Real Estate 2.8%