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M3 Advisory Group, LLC

Q1 2026 13F Holdings

  • Location
    needham heights, MA
  • Num holdings

    149

  • Value ($000)

    $162,240

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0002014826
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$13.68M
8 %

63,599

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$9.18M
6 %

15,361

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.28M
5 %

25,807

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.23M
5 %

14,255

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.5M
5 %

17,159

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.91M
4 %

33,905

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.49M
3 %

8,408

X
XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
81369Y506
$4.97M
3 %

81,146

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.86M
3 %

16,898

A
AAPL

APPLE INC

COM
037833100
$4.29M
3 %

16,901

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