M3 Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcincinnati, OH
- CIK0002109365
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $125.8M | IWB, V, AAPL, VOOG | 13F-HR | Feb 9, 2026 | 000210936526000001 |