M3 Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
North Royalton, OH
CIK
0002109365
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
35
129,924
VIG, SPTM, RSP, GOOGL
13F-HR
5/5/2026
000176538026000148
Q4 2025
31
122,725
SPTM, VIG, RSP, GOOGL
RESTATEMENT
5/5/2026
000210936526000004
Additional filings from M3 Wealth Management, LLC that have since been restated
Q4 2025