M3 Wealth Management, LLC
All 13F Filings
- Location
- North Royalton, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 154,121
- Description
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- Website
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- Founded
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- 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 | 8/6/2026 | 35 | 154,121 | 13F-HR | M3 Wealth Management, LLC |
| Q1 2026 | 5/5/2026 | 35 | 129,925 | 13F-HR | M3 Wealth Management, LLC |
| Q4 2025 | 5/5/2026 | 31 | 122,726 | 13F-HR/A - RESTATEMENT | M3 Wealth Management, LLC |
| Q4 2025 | 2/9/2026 | 117 | 125,800 | 13F-HR | M3 Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.67 K | 61.4% | 10.96 K | 0 | 10.96 K |
| ETFs | 59.46 K | 38.6% | 13.23 K | 0 | 13.23 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
154,121
Holdings
35
QoQ value change ($000)
24,196
(18.6%)
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.