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	Status
1	QCOM	QUALCOMM INC	Technology	18,618	$2.4M	1.84%	SOLD

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%