M3 Advisory Group, LLC
All 13F Filings
- Location
- Needham Heights, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 192,841
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 156 | 192,841 | 13F-HR | M3 Advisory Group, LLC |
| Q1 2026 | 4/22/2026 | 149 | 162,240 | 13F-HR | M3 Advisory Group, LLC |
| Q4 2025 | 1/16/2026 | 142 | 164,017 | 13F-HR | M3 Advisory Group, LLC |
| Q3 2025 | 11/10/2025 | 153 | 160,321 | 13F-HR | M3 Advisory Group, LLC |
| Q2 2025 | 7/25/2025 | 149 | 144,530 | 13F-HR | M3 Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.11 K | 31.2% | 9.303 K | 0 | 9.303 K |
| ETFs | 132.7 K | 68.8% | 21.99 K | 0 | 21.99 K |
| Debt | 0 | 0.0% | 0 | 698 | -698 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
192,841
Holdings
156
QoQ value change ($000)
30,601
(18.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.