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