StockDriftsStockDriftsTop 50 M Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 24.2% | 596.0K | $30.8M | -3.50%(-21.63K) | $40.41(+32.55%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 11.08% | 284.7K | $14.1M | +0.89%(+2.52K) | $49.67(-0.13%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 8.81% | 284.3K | $11.2M | +2.15%(+5.99K) | $40.37(-3.89%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 8.29% | 123.5K | $10.6M | +0.52%(+639) | $62.49(+39.68%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 4.24% | 203.9K | $5.4M | +1.59%(+3.19K) | $26.34(-1.63%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.98% | 114.4K | $5.1M | -0.90%(-1.04K) | $34.44(+33.54%) | 2026-06-30 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 3.36% | 269.4K | $4.3M | -0.13%(-341) | $13.30(+33.30%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 3.02% | 76.4K | $3.8M | -6.02%(-4.90K) | $50.27(+0.30%) | 2026-06-30 | |
| IAUM | ISHARES GOLD TRUST MICRO | 2.42% | 77.0K | $3.1M | +0.63%(+485) | $28.76(+52.34%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.37% | 36.6K | $3.0M | -0.37%(-136) | $64.97(+28.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.80% |
M Wealth Management, LLC reports $127.33M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (24.2%), PULS (11.1%) and TOTL (8.8%). The top 20 holdings account for 84.93% of reported assets. Its disclosed equity book has returned +17.78% cumulatively over 6 quarters. Figures reflect the Q2 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