Holdings
M Wealth Management, LLC
As of Sep 30, 2026, M Wealth Management, LLC reported 6 positions worth US$4.63M. Largest: Apple Inc, Tesla, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 6,791 | US$2.26M | no change | Sep 30, 2026 |
| Tesla, Inc. | 1,986 | US$705K | −500 | Sep 30, 2026 |
| Nvidia Corporation | 2,525 | US$577K | no change | Sep 30, 2026 |
| Microsoft Corp. | 888 | US$455K | no change | Sep 30, 2026 |
| Advanced Micro Devices Inc | 530 | US$324K | −250 | Sep 30, 2026 |
| Zoom Communications, Inc. | 3,425 | US$311K | new | Sep 30, 2026 |