M3 Wealth Management, LLC
Q4 2025 13F-HR/A Holdings
Location
North Royalton, OH
Holdings as of
12/31/2025
Value ($000)
$122,725,622
Num holdings
31
Date filed
5/5/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
5/5/2026
SEC
View on sec.gov
Compare Q4 2025 to
2026 Q1
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type