M Wealth Management, LLC Portfolio Holdings

M Wealth Management, LLC

  • $115 Billion
  • Q4 2025

M Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.6B, Pgim ETF Tr with a value of $15.8B, Ssga Active ETF Tr Spdr Doblel with a value of $11B, Vanguard Star Fd Vanguard Tota with a value of $9.09B, and Schwab Strategic Us Tips ETF with a value of $5.18B.

Examining the 13F form we can see an increase of $1.04B in the current position value, from $114B to 115B.

M Wealth Management, LLC is based out at San Diego, CA

Below you can find more details about M Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $104 Billion
Technology: $2.33 Billion
Consumer Cyclical: $392 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.46 Billion 2.14% of portfolio
-
Q4 2025 Reduced 1.13%
$4.3T
$1.71 Billion 1.49% of portfolio
6,291
Q4 2025 Reduced 0.08%
-
$399 Million 0.35% of portfolio
-
Q4 2025 Added 60.15%
$1.29T
$392 Million 0.34% of portfolio
871
Q4 2025 Added 0.11%
$3.78T
$333 Million 0.29% of portfolio
688
Q2 2025 New
$465B
$285 Million 0.25% of portfolio
1,530
Q2 2025 New
-
$270 Million 0.23% of portfolio
-
Q2 2025 Reduced 22.08%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $115 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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