Advertisement
Screener

M3 Wealth Management, LLC Current Holdings: USA Stocks

M3 Wealth Management, LLC

M3 Wealth Management, LLC reported a Form 13F information table total of $129.92 million in 35 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 2109365): holdings report, quarter ended 2026-03-31, filed 2026-05-05; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Elizabeth Park Capital Advisors, Ltd.United States$0.130B46
BXM Wealth LLCUnited States$0.130B131
Platt Investment Counsel, LLCUnited States$0.130B13
Nitor Capital Management LLCUnited States$0.130B24
Clifford Group, LLCUnited States$0.130B80
Fjell Capital, LLCUnited States$0.130B68
Genoa Capital Gestora de Recursos Ltda.Brazil$0.130B9
CORE WEALTH ADVISORS, LLCUnited States$0.130B33
Intrinsic Value Partners, LLCUnited States$0.130B69
Windward Management LPUnited States$0.130B10