M3 Advisory Group, LLC
Q3 2025 13F Holdings
- Locationneedham heights, MA
- Num holdings
153
- Value ($000)
$160,321
- Date Filed11/10/2025
- Form type13F-HR
- CIK0002014826
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $13.49M | 8 % | 62,499 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.58M | 5 % | 14,293 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.39M | 5 % | 25,573 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.08M | 5 % | 16,851 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.33M | 4 % | 10,333 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.16M | 4 % | 33,016 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.51M | 3 % | 8,227 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $4.95M | 3 % | 20,356 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.17M | 3 % | 6,264 | ||
APPLE INC | COM | 037833100 | $4.16M | 3 % | 16,350 |
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