M Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, M Wealth Management, LLC held in its portfolio 48 assets valued at $114,900,180 (i.e. $114.90M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($27.61M), PGIM ETF TR ($15.83M), and SSGA ACTIVE ETF TR ($11.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
M Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 589984 | 27611244 | US CORE EQT MKT |
| PGIM ETF TR | 319227 | 15830489 | PGIM ULTRA SH BD |
| SSGA ACTIVE ETF TR | 274389 | 11044173 | STATE STREET DOU |
| VANGUARD STAR FDS | 120484 | 9089337 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 195595 | 5181318 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 116649 | 4618134 | US CORE EQUITY 2 |
| WISDOMTREE TR | 80865 | 4069127 | FLOATNG RAT TREA |
| INVESCO ACTVELY MNGD ETC FD | 257762 | 3415341 | OPTIMUM YIELD |
| ISHARES GOLD TR | 76528 | 3289939 | SHARES REPRESENT |
| DIMENSIONAL ETF TRUST | 36739 | 2559576 | US SMALL CAP ETF |
| ANGEL OAK FUNDS TRUST | 48150 | 2462623 | OAK ULTRASHORT |
| AMERICAN CENTY ETF TR | 30057 | 2199535 | AVANTIS ALL EQT |
| DIMENSIONAL ETF TRUST | 54490 | 1774744 | EMGR CRE EQT MNG |
| APPLE INC | 6291 | 1710351 | COM |
| JANUS DETROIT STR TR | 31171 | 1576644 | HENDRSON AAA CL |
| AMERICAN CENTY ETF TR | 12641 | 1413011 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 26461 | 1232818 | US MKTWIDE VALUE |
| ISHARES TR | 14311 | 1182658 | RESIDENTIAL MULT |
| NEW YORK LIFE INVTS ACTIVE E | 44100 | 1119258 | NYLI MACKAY MUNI |
| DIMENSIONAL ETF TRUST | 32827 | 1074428 | WORLD EX US CORE |
| SPDR GOLD TR | 2405 | 953126 | GOLD SHS |
| WISDOMTREE TR | 14360 | 884864 | EFFICIENT GLD PL |
| INVESCO QQQ TR | 1244 | 764202 | UNIT SER 1 |
| VANGUARD INDEX FDS | 1458 | 711257 | GROWTH ETF |
| ISHARES TR | 16404 | 678473 | HDG MSCI EAFE |
| VANGUARD WORLD FD | 3058 | 646042 | CONSUM STP ETF |
| AMERICAN CENTY ETF TR | 6024 | 614328 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 24980 | 521828 | US REIT ETF |
| BLACKROCK ETF TRUST II | 21200 | 471064 | SHORT DURATION H |
| AMERICAN CENTY ETF TR | 4667 | 438558 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 1251 | 419506 | TOTAL STK MKT |
| CAPITAL GRP FIXED INCM ETF T | 14588 | 399420 | MUNICIPAL INCOME |
| J P MORGAN EXCHANGE TRADED F | 7764 | 395478 | ULTRA SHT MUNCPL |
| ISHARES TR | 4111 | 394780 | MSCI EAFE ETF |
| TESLA INC | 871 | 391707 | COM |
| VANGUARD INTL EQUITY INDEX F | 2631 | 371167 | TT WRLD ST ETF |
| ISHARES TR | 6599 | 348289 | GLOBAL EQUITY |
| SPDR S&P 500 ETF TR | 493 | 336289 | TR UNIT |
| MICROSOFT CORP | 688 | 332617 | COM |
| VANECK MERK GOLD ETF | 7373 | 305833 | GOLD SHS |
| VANGUARD WHITEHALL FDS | 3290 | 296100 | INTL HIGH ETF |
| VANGUARD INDEX FDS | 1000 | 290110 | MID CAP ETF |
| NVIDIA CORPORATION | 1530 | 285345 | COM |
| ISHARES TR | 6794 | 269873 | MSCI JP VALUE |
| DIMENSIONAL ETF TRUST | 6935 | 263530 | INTL SMALL CAP V |
| ISHARES TR | 4250 | 229713 | MSCI INDIA ETF |
| VANGUARD INDEX FDS | 350 | 219496 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 3952 | 212437 | FTSE EMR MKT ETF |
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