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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
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 9,757.0 $3.3M 2.17% $343.09 +11.2%
22 SYK STRYKER CORPORATION Healthcare 10,129.0 $3.2M 2.07% +235.0 +2.4% $314.84 +5.0%
23 SO SOUTHERN CO Utilities 32,320.0 $3.1M 2.01% +210.0 +0.7% $95.71 -7.8%
24 LMT LOCKHEED MARTIN CORP Industrials 5,980.0 $3.0M 1.98% +57.0 +1.0% $509.46 +10.7%
25 ETN EATON CORP PLC Industrials 6,980.0 $3.0M 1.93% +201.0 +3.0% $426.12 -5.5%
26 NEE NEXTERA ENERGY INC Utilities 30,415.0 $2.7M 1.73% +635.0 +2.1% $87.77 -6.8%
27 O REALTY INCOME CORP Real Estate 43,009.0 $2.7M 1.73% +265.0 +0.6% $61.96 +0.0%
28 TGT TARGET CORP Consumer Defensive 20,200.0 $2.6M 1.71% +9K +87.5% $130.61 +24.9%
29 HD HOME DEPOT INC Consumer Cyclical 7,162.0 $2.5M 1.64% $352.68 -6.4%
30 DIS DISNEY WALT CO Communication Services 24,435.0 $2.4M 1.53% -975.0 -3.8% $96.25 +12.3%
31 PEP PEPSICO INC Consumer Defensive 15,202.0 $2.1M 1.34% -483.0 -3.1% $135.40 +4.2%
32 HDV ISHARES TR 59,889.0 $1.6M 1.06% +57K +1907.7% $27.41 +7.4%
33 VIGI VANGUARD WHITEHALL FDS 17,325.0 $1.6M 1.05% +13K +302.4% $93.38 +5.6%
34 SCHY SCHWAB STRATEGIC TR 50,277.0 $1.6M 1.03% +38K +306.3% $31.73 +4.6%
35 PH PARKER-HANNIFIN CORP Industrials 793.0 $776K 0.50% $978.12 +1.7%
Page 2 of 2  ·  35 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
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%