M3 Wealth Management, LLC
Q4 2025 13F Holdings
Location
Cincinnati, OH
Holdings as of
12/31/2025
Value ($000)
$125,800
Num holdings
117
Date filed
2/9/2026
Form type
13F-HR
Prev filing
Next filing
5/5/2026
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2025 to
2026 Q1
2025 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type