M Wealth Management, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 127,334
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/27/2026 | 57 | 127,334 | 13F-HR | M Wealth Management, LLC |
| Q1 2026 | 5/15/2026 | 55 | 118,789 | 13F-HR | M Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 48 | 114,900 | 13F-HR | M Wealth Management, LLC |
| Q3 2025 | 10/21/2025 | 49 | 113,860 | 13F-HR | M Wealth Management, LLC |
| Q2 2025 | 8/11/2025 | 46 | 108,431 | 13F-HR | M Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.31 K | 10.5% | 0 | 1.009 K | -1.009 K |
| ETFs | 114 K | 89.5% | 9.555 K | 0 | 9.555 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
127,334
Holdings
57
QoQ value change ($000)
8,545
(7.2%)
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.