SEC Form 13F

M3 Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$154,120,767
Positions35

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPTMST STR PR SP1500$13,213,414145,538
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$12,878,50560,528
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$12,843,92054,281
GE VERNOVA INCGEVCOM$7,199,5426,128
ALPHABET INCGOOGLCAP STK CL A$7,185,99620,108
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$5,319,23363,513
VANGUARD INDEX FDSVOMID CAP ETF$5,190,00164,416
ISHARES TRIJRCORE S&P SCP ETF$5,157,50434,775
APPLE INCAAPLCOM$4,834,62716,708
JOHNSON & JOHNSONJNJCOM$4,670,25418,389

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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