Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
M Wealth Management, LLC (CIK 2026150) reported $118.8M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($27.9M, 23.46%), PULS ($14.0M, 11.76%), TOTL ($11.1M, 9.31%), VXUS ($9.5M, 7.97%), SCHP ($5.3M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $27.9M | 23.46% | 617,665 | Added |
| 2 | PULS | PGIM ETF TR | $14.0M | 11.76% | 282,182 | Trimmed |
| 3 | TOTL | SSGA ACTIVE ETF TR | $11.1M | 9.31% | 278,293 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $9.5M | 7.97% | 122,851 | Added |
| 5 | SCHP | SCHWAB STRATEGIC TR | $5.3M | 4.50% | 200,672 | Added |
| 6 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.7M | 3.93% | 269,762 | Added |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $4.5M | 3.78% | 115,406 | Trimmed |
| 8 | USFR | WISDOMTREE TR | $4.1M | 3.45% | 81,328 | Added |
| 9 | IAUM | ISHARES GOLD TR | $3.6M | 3.01% | 76,528 | Hold |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $2.6M | 2.20% | 36,728 | Trimmed |
| 11 | UYLD | ANGEL OAK FUNDS TRUST | $2.4M | 2.00% | 46,651 | Trimmed |
| 12 | AVGV | AMERICAN CENTY ETF TR | $2.1M | 1.76% | 26,890 | Trimmed |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $1.9M | 1.57% | 54,936 | Added |
| 14 | AAPL | APPLE INC | $1.7M | 1.45% | 6,791 | Added |
| 15 | JAAA | JANUS DETROIT STR TR | $1.7M | 1.43% | 33,701 | Added |
| 16 | AVUS | AMERICAN CENTY ETF TR | $1.4M | 1.17% | 12,502 | Trimmed |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $1.3M | 1.08% | 26,461 | Hold |
| 18 | REZ | ISHARES TR | $1.2M | 1.02% | 14,495 | Added |
| 19 | TSLA | TESLA INC | $1.1M | 0.93% | 2,986 | Added |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.1M | 0.89% | 31,178 | Trimmed |
| 21 | MMSD | NEW YORK LIFE INVTS ACTIVE E | $1.0M | 0.87% | 40,850 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $950,941 | 0.80% | 2,210 | Trimmed |
| 23 | EWJV | ISHARES TR | $767,207 | 0.65% | 17,980 | Added |
| 24 | QQQ | INVESCO QQQ TR | $718,012 | 0.60% | 1,244 | Hold |
| 25 | VDC | VANGUARD WORLD FD | $689,477 | 0.58% | 3,070 | Added |
Source: SEC Form 13F filings · as of 2026-03-31