SEC Form 13F

M Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$127,334,436
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$30,809,204596,038
PGIM ETF TRPULSPGIM ULTRA SH BD$14,107,245284,707
SSGA ACTIVE ETF TRTOTLST STR TOTAL ETF$11,220,435284,278
VANGUARD STAR FDSVXUSVG TL INTL STK F$10,557,140123,490
SCHWAB STRATEGIC TRSCHPUS TIPS ETF$5,402,368203,863
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$5,073,143114,363
INVESCO ACTVELY MNGD ETC FDPDBCOPTIMUM YIELD$4,278,399269,421
WISDOMTREE TRUSFRFLOATNG RAT TREA$3,848,35276,432
ISHARES GOLD TRUST MICROIAUMSHS REPSTG UN TR$3,081,29177,013
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$3,012,98136,592

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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