M Wealth Management, LLC reported 61 holdings worth US$130M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
M Wealth Management, LLC reported 61 holdings worth US$130M as of Sep 30, 2026. Largest: Apple Inc, Tesla, Inc. and Nvidia Corporation. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$130M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,791 | US$2.26M | 1.7% |
| Tesla, Inc. | 1,986 | US$705K | 0.54% |
| Nvidia Corporation | 2,525 | US$577K | 0.44% |
| Microsoft Corp. | 888 | US$455K | 0.35% |
| Advanced Micro Devices Inc | 530 | US$324K | 0.25% |
| Zoom Communications, Inc. | 3,425 | US$311K | 0.24% |