M3 Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location north royalton, OHCIK 0002109365All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
35 | $129.93M | VIG, SPDR SER TR, RSP, GOOGL | 13F-HR | May 5, 2026 | 000176538026000148 | ||
31 | $122.73M | SPDR SER TR, VIG, RSP, GOOGL | RESTATEMENT | May 5, 2026 | 000210936526000004 |