M Wealth Management, LLC: 13F holdings
CIK 20261502026Q2
| Positions | 57 |
|---|---|
| Reported value | $127.3m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 596,038 | $30.8m | 24.2% |
| PULS PGIM ETF TR | 284,707 | $14.1m | 11.1% |
| TOTL SSGA ACTIVE ETF TR | 284,278 | $11.2m | 8.8% |
| VXUS VANGUARD STAR FDS | 123,490 | $10.6m | 8.3% |
| SCHP SCHWAB STRATEGIC TR | 203,863 | $5.4m | 4.2% |
| DIMENSIONAL ETF TRUST | 114,363 | $5.1m | 4.0% |
| PDBC INVESCO ACTVELY MNGD ETC FD | 269,421 | $4.3m | 3.4% |
| USFR WISDOMTREE TR | 76,432 | $3.8m | 3.0% |
| ISHARES GOLD TRUST MICRO | 77,013 | $3.1m | 2.4% |
| DIMENSIONAL ETF TRUST | 36,592 | $3.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026150")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.