M Wealth Management, LLC Top Holdings and 13F Report (2025) About M Wealth Management, LLCInvestment ActivityM Wealth Management, LLC has $109.54 million in total holdings as of December 31, 2024.M Wealth Management, LLC owns shares of 44 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional US Core Equity Market ETF $26,601,485PGIM Ultra Short Bond ETF $14,754,108SPDR Doubleline Total Return Tactical ETF $11,062,671WisdomTree Bloomberg Floating Rate Treasury Fund $7,908,896Vanguard Total International Stock ETF $6,972,834 Sector AllocationMap of 500 Largest Holdings ofM Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$26,601,485656,98924.3%ETFPULSPGIM Ultra Short Bond ETF$14,754,108297,76213.5%ETFTOTLSPDR Doubleline Total Return Tactical ETF$11,062,671280,85010.1%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$7,908,896157,1727.2%FinanceVXUSVanguard Total International Stock ETF$6,972,834118,3246.4%ETFDFACDimensional U.S. Core Equity 2 ETF$5,147,477148,8144.7%ETFSCHPSchwab U.S. TIPS ETF$5,104,082197,6034.7%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$3,365,818259,1083.1%ManufacturingDFASDimensional U.S. Small Cap ETF$3,288,49350,5303.0%ETFJAAAJanus Henderson AAA CLO ETF$2,989,10158,9452.7%ETFAAPLApple$2,077,5528,2961.9%Computer and TechnologyAVGVAvantis All Equity Markets Value ETF$1,914,96031,4021.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,569,16061,8511.4%ETFAVUSAvantis U.S. Equity ETF$1,556,11516,0541.4%ETFDFUVDimensional US Marketwide Value ETF$1,221,54429,8521.1%ETFREZiShares Residential and Multisector Real Estate ETF$1,141,24814,0861.0%ETFTIDAL TR II$949,88239,7440.9%RETURN STCKD USDFAXDimensional World ex U.S. Core Equity 2 ETF$944,40737,9890.9%ETFGLDSPDR Gold Shares$730,9913,0190.7%FinanceVDCVanguard Consumer Staples ETF$728,8103,4480.7%ETFAVUVAvantis U.S. Small Cap Value ETF$688,2597,1300.6%ETFSCHHSchwab U.S. REIT ETF$662,86431,4750.6%ETFQQQInvesco QQQ$635,9711,2440.6%FinanceVUGVanguard Growth ETF$595,6461,4510.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$550,51715,8420.5%ETFCGMUCapital Group Municipal Income ETF$493,79418,3430.5%ETFINDAiShares MSCI India ETF$484,2889,2000.4%ETFAVDVAvantis International Small Cap Value ETF$475,0847,3000.4%ETFJBBBJanus Henderson B-BBB CLO ETF$394,5098,0250.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$391,0257,7110.4%ETFVTVanguard Total World Stock ETF$372,7643,1730.3%ETFVTIVanguard Total Stock Market ETF$358,2271,2360.3%ETFTSLATesla$355,3808800.3%Auto/Tires/TrucksGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$341,5999,2100.3%ETFGLOFiShares Global Equity Factor ETF$333,9587,7010.3%ETFOUNZVan Eck Merk Gold Trust$332,69513,1500.3%ETFEFAiShares MSCI EAFE ETF$310,8334,1110.3%FinanceCMDTPIMCO Commodity Strategy Active ETF$295,61111,7120.3%ETFEWJViShares MSCI Japan Value ETF$272,7318,7190.2%ManufacturingVOVanguard Mid-Cap ETF$259,8969840.2%ETFSPYSPDR S&P 500 ETF Trust$256,1174370.2%FinanceSBUXStarbucks$219,1722,4020.2%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$217,2163,2000.2%ETFAVDEAvantis International Equity ETF$208,5973,3990.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
