M3 Advisory Group, LLC
Q4 2025 13F Holdings
- Locationneedham heights, MA
- Num holdings
142
- Value ($000)
$164,017
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $13.79M | 8 % | 62,762 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.09M | 6 % | 14,501 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.79M | 5 % | 14,305 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.59M | 5 % | 25,615 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.21M | 5 % | 16,823 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.26M | 4 % | 33,570 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.74M | 4 % | 8,382 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $5.32M | 3 % | 17,001 | ||
APPLE INC | COM | 037833100 | $4.6M | 3 % | 16,906 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.31M | 3 % | 6,325 |
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