M Wealth Management, LLCETFConcentrated long-term

CIK: 0002026150 | San Diego, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	61	$129.7M	2026-10-14	SEC ↗
Q2 2026	13F-HR	57	$127.3M	2026-07-27	SEC ↗
Q1 2026	13F-HR	55	$118.8M	2026-05-15	SEC ↗
Q4 2025	13F-HR	48	$114.9M	2026-01-29	SEC ↗
Q3 2025	13F-HR	49	$113.9M	2025-10-21	SEC ↗
Q2 2025	13F-HR	46	$108.4M	2025-08-11	SEC ↗
Q1 2025	13F-HR	46	$107.3M	2025-05-15	SEC ↗
Q4 2024	13F-HR	44	$109.5M	2025-01-23	SEC ↗