M Wealth Management, LLC
M Wealth Management, LLC reported 57 positions worth $127.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAU (24.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $30.8M | 24.20% | 596,038 | — | — | |
| ▸ 2 | PULS | SH | $14.1M | 11.08% | 284,707 | — | — | |
| ▸ 3 | TOTL | SH | $11.2M | 8.81% | 284,278 | — | — | |
| ▸ 4 | VXUS | SH | $10.6M | 8.29% | 123,490 | — | — | |
| ▸ 5 | SCHP | SH | $5.4M | 4.24% | 203,863 | — | — | |
| ▸ 6 | DFAC | SH | $5.1M | 3.98% | 114,363 | — | — | |
| ▸ 7 | PDBC | SH | $4.3M | 3.36% | 269,421 | — | — | |
| ▸ 8 | USFR | SH | $3.8M | 3.02% | 76,432 | — | — | |
| ▸ 9 | IAUM | SH | $3.1M | 2.42% | 77,013 | — | — | |
| ▸ 10 | DFAS | SH | $3.0M | 2.37% | 36,592 | — | — |
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Frequently Asked Questions
What stocks does M Wealth Management, LLC hold as of Q2 2026?
M Wealth Management, LLC reported 57 positions worth $127.3M in its Q2 2026 13F filing. Largest positions: DFAU (24.2%), PULS (11.1%), TOTL (8.8%), VXUS (8.3%) and SCHP (4.2%).
What did M Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did M Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.