Long-term investor
M Wealth Management, LLC @mwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026150).
Record
- Tracked since 2025-09-30 (380 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +4.7% · 1 year n/a · all +4.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V104 · 24.4% · long · since 2025-09-30
- 69344A107 · 11.3% · long · since 2025-09-30
- 78467V848 · 8.2% · long · since 2025-09-30
- 921909768 · 8.1% · long · since 2025-09-30
- 25434V708 · 3.9% · long · since 2025-09-30
- 46090F100 · 3.8% · long · since 2025-09-30
- 808524870 · 3.7% · long · since 2025-09-30
- 97717Y527 · 2.7% · long · since 2025-09-30
- IAUM · 2.5% · long · since 2025-09-30
- 25434V500 · 2.2% · long · since 2025-09-30
- 25434V302 · 1.8% · long · since 2025-09-30
- AAPL · 1.7% · long · since 2025-09-30