Holdings
M3 Wealth Management, LLC
As of Jun 30, 2026, M3 Wealth Management, LLC reported 25 positions worth US$91.7M. Largest: Ge Vernova Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ge Vernova Inc. | 6,128 | US$7.2M | −239 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 20,108 | US$7.19M | −611 | Jun 30, 2026 |
| Apple Inc | 16,708 | US$4.83M | +42 | Jun 30, 2026 |
| Johnson & Johnson | 18,389 | US$4.67M | −175 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 13,512 | US$4.61M | +393 | Jun 30, 2026 |
| Abbvie Inc. | 17,323 | US$4.36M | −62 | Jun 30, 2026 |
| Tesla, Inc. | 10,303 | US$4.33M | +114 | Jun 30, 2026 |
| Valero Energy Corporation | 16,512 | US$4.3M | −381 | Jun 30, 2026 |
| Amazon.com, Inc. | 17,583 | US$4.19M | −306 | Jun 30, 2026 |
| Costco Wholesale Corporation | 4,040 | US$3.78M | −7 | Jun 30, 2026 |