M3 Advisory Group, LLC Portfolio Holdings

M3 Advisory Group, LLC

  • $164 Billion
  • Q4 2025

M3 Advisory Group, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $13.8B, Vanguard Index Fds S&P 500 ETF with a value of $9.09B, Invesco Qqq Trust, Series 1 with a value of $8.79B, Vanguard Total Stock Market Et with a value of $8.59B, and Vanguard Growth ETF with a value of $8.21B.

Examining the 13F form we can see an increase of $3.7B in the current position value, from $160B to 164B.

M3 Advisory Group, LLC is based out at Needham Heights, MA

Below you can find more details about M3 Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $113 Billion
Technology: $20 Billion
Communication Services: $7.88 Billion
Consumer Cyclical: $7.09 Billion
Financial Services: $6.61 Billion
Healthcare: $3.57 Billion
Consumer Defensive: $2.17 Billion
Industrials: $1.8 Billion
Other: $1.02 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$267 Million 0.16% of portfolio
10,392
Q4 2025 Added 5.64%
$0
$75 Million 0.05% of portfolio
15,100
Q4 2025 Added 2.46%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $164 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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