M3 Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Cincinnati, OH
CIK
0002109365
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 117 125,800 IWB, V, AAPL, VOOG 13F-HR 2/9/2026 000210936526000001