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M3 Wealth Management, LLC
Core
Concentrated long-term
CIK: 0002109365 | NORTH ROYALTON, OH
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
35
$154.1M
2026-08-06
SEC ↗
Q1 2026
13F-HR
35
$129.9M
2026-05-05
SEC ↗
Q4 2025
Amended
13F-HR/A
117
$125.8M
2026-02-09
SEC ↗