StockDriftsStockDriftsTop 50 M Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 24.43% | 605.3K | $31.7M | +1.55%(+9.24K) | $40.59(+29.91%) | 2026-09-30 | |
| PULS | PGIM ETF TR | 11.26% | 295.4K | $14.6M | +3.76%(+10.71K) | $49.66(-0.18%) | 2026-09-30 | |
| TOTL | SSGA ACTIVE ETF TR | 8.24% | 285.8K | $10.7M | +0.53%(+1.51K) | $40.36(-6.69%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 8.13% | 124.2K | $10.6M | +0.56%(+692) | $62.61(+33.02%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.89% | 113.6K | $5.1M | -0.64%(-728) | $34.44(+30.28%) | 2026-09-30 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 3.84% | 257.9K | $5.0M | -4.28%(-11.54K) | $13.30(+50.85%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 3.69% | 190.3K | $4.8M | -6.65%(-13.56K) | $26.34(-3.64%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 2.67% | 68.7K | $3.5M | -10.10%(-7.72K) | $50.27(+0.46%) | 2026-09-30 | |
| IAUM | ISHARES GOLD TRUST MICRO | 2.47% | 77.4K | $3.2M | +0.50%(+388) | $28.82(+43.25%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.18% | 36.5K | $2.8M | -0.26%(-96) | $64.97(+19.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.57% |
M Wealth Management LLC reports $129.72M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (24.4%), PULS (11.3%) and TOTL (8.2%). The top 20 holdings account for 84.01% of reported assets. Its disclosed equity book has returned +18.21% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from M Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026150). View M Wealth Management LLC’s 13F filings on SEC