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M3 Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    117

  • Value ($000)

    $125,800

  • Date Filed
    02/09/2026
  • Form type
    13F-HR
  • CIK
    0002109365
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$12.58M
10 %

33,698

V
V

VISA INC

COM CL A
92826C839
$8.73M
7 %

24,903

A
AAPL

APPLE INC

COM
037833100
$6.19M
5 %

22,784

V
VOOG

VANGUARD ADMIRAL FDS INC

500 GRTH IDX F
921932505
$5.17M
4 %

11,619

M
MSFT

MICROSOFT CORP

COM
594918104
$4.73M
4 %

9,781

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.21M
3 %

67,326

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.83M
2 %

9,003

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$2.73M
2 %

10,586

A
AMZN

AMAZON COM INC

COM
023135106
$2.7M
2 %

11,712

C
CHV

CHEVRON CORP NEW

COM
166764100
$2.57M
2 %

16,856

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