M Wealth Management, LLC reported 57 holdings worth US$127M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
M Wealth Management, LLC reported 57 holdings worth US$127M as of Jun 30, 2026. Largest: Apple Inc, Tesla, Inc. and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$127M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,791 | US$1.97M | 1.5% |
| Tesla, Inc. | 2,486 | US$1.05M | 0.82% |
| Nvidia Corporation | 2,525 | US$505K | 0.40% |
| Advanced Micro Devices Inc | 780 | US$453K | 0.36% |
| Microsoft Corp. | 888 | US$331K | 0.26% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |