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.
M3 Advisory Group, LLC (CIK 2014826) reported $162.2M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($13.7M, 8.43%), VOO ($9.2M, 5.66%), VTI ($8.3M, 5.10%), QQQ ($8.2M, 5.07%), VUG ($7.5M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $13.7M | 8.43% | 63,599 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $9.2M | 5.66% | 15,361 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $8.3M | 5.10% | 25,807 | Added |
| 4 | QQQ | INVESCO QQQ TR | $8.2M | 5.07% | 14,255 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $7.5M | 4.62% | 17,159 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $5.9M | 3.64% | 33,905 | Added |
| 7 | IVV | ISHARES TR | $5.5M | 3.39% | 8,408 | Added |
| 8 | XLE | SELECT SECTOR SPDR TR | $5.0M | 3.06% | 81,146 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $4.9M | 3.00% | 16,898 | Trimmed |
| 10 | AAPL | APPLE INC | $4.3M | 2.64% | 16,901 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 2.54% | 6,346 | Added |
| 12 | SCHV | SCHWAB STRATEGIC TR | $2.9M | 1.76% | 93,527 | Hold |
| 13 | XLF | SELECT SECTOR SPDR TR | $2.8M | 1.70% | 55,856 | Trimmed |
| 14 | VONG | VANGUARD SCOTTSDALE FDS | $2.7M | 1.69% | 25,054 | Hold |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 1.61% | 40,819 | Added |
| 16 | XLK | SELECT SECTOR SPDR TR | $2.3M | 1.44% | 17,576 | Added |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 1.34% | 5,880 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.2M | 1.33% | 10,333 | Added |
| 19 | XLP | SELECT SECTOR SPDR TR | $1.9M | 1.18% | 23,329 | Added |
| 20 | AVGO | BROADCOM INC | $1.9M | 1.16% | 6,094 | Added |
| 21 | VONV | VANGUARD SCOTTSDALE FDS | $1.8M | 1.12% | 19,420 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $1.8M | 1.10% | 12,162 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $1.7M | 1.07% | 22,573 | Added |
| 24 | XLY | SELECT SECTOR SPDR TR | $1.6M | 1.01% | 15,094 | Added |
| 25 | TSLA | TESLA INC | $1.6M | 0.98% | 4,275 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31