M Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
San Diego, CA
CIK
0002026150
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
46
107,333
DFAU, PULS, TOTL, VXUS
13F-HR
5/14/2025
000117266125001922
Q4 2024
44
109,536
DFAU, PULS, TOTL, USFR
13F-HR
1/23/2025
000117266125000326