M3 Advisory Group, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location needham heights, MACIK 0002014826All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
149 | $162.24M | VIG, VOO, VTI, NDQ | 13F-HR | Apr 22, 2026 | 000195175726000697 | ||
142 | $164.02M | VIG, VOO, NDQ, VTI | 13F-HR | Jan 16, 2026 | 000195175726000209 | ||
153 | $160.32M | VIG, NDQ, VTI, VUG | 13F-HR | Nov 10, 2025 | 000195175725001363 | ||
149 | $144.53M | VIG, NDQ, VTI, VUG | 13F-HR | Jul 25, 2025 | 000195175725000967 | ||
136 | $126.55M | VIG, NDQ, VTI, VUG | 13F-HR | Apr 22, 2025 | 000195175725000419 | ||
145 | $139.67M | VIG, NDQ, VTI, VUG | 13F-HR | Jan 21, 2025 | 000195175725000083 | ||
152 | $136.16M | VIG, NDQ, VTI, VUG | 13F-HR | Oct 17, 2024 | 000195175724001062 | ||
130 | $121.46M | VIG, NDQ, VTI, VUG | 13F-HR | Jul 22, 2024 | 000195175724000568 | ||
132 | $110.35M | VIG, NDQ, VTI, VUG | 13F-HR | Apr 29, 2024 | 000195175724000404 | ||
103 | $85.4M | VIG, NDQ, VTI, VUG | 13F-HR | Mar 19, 2024 | 000195175724000263 |