M3 Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location cincinnati, OHCIK 0002109365All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $125.8M | IWB, V, AAPL, VOOG | 13F-HR | Feb 9, 2026 | 000210936526000001 |