13F Filings History of M3 Advisory Group, LLC
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $192,840,951
- Largest 13F holdings
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VIG VOO QQQ VTI VUG NVDA IVV GOOGL AAPL SPY XLE XLK
+8 more
SCHV VONG XLF VEA MGK DELL AMZN VXUS - Form 13F summary
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- M3 Advisory Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- M3 Advisory Group, LLC reported 156 equity holdings with a total reported market value of $192,840,951 for Q2 2026. Top reported holdings included VIG, VOO, QQQ, VTI, and VUG.
- Manager signature
- Nicholas Jeffries - Chief Compliance Officer
- Manager location
- Needham Heights, MA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$192,840,951
Quarter delta
+$30,600,901
Accepted
24 Jul 2026, 13:29
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 156 | $192,840,951 | +$19,863,405 | -$3,913,952 | +$15,949,453 | VIG, VOO, QQQ, VTI, VUG | 13F-HR | 24 Jul 2026, 13:29 |
| Q1 2026 | 149 | $162,240,050 | +$5,689,382 | -$1,910,240 | +$3,779,142 | VIG, VOO, VTI, QQQ, VUG | 13F-HR | 22 Apr 2026, 10:52 |
| Q4 2025 | 142 | $164,017,085 | +$11,237,664 | -$6,431,556 | +$4,806,108 | VIG, VOO, QQQ, VTI, VUG | 13F-HR | 16 Jan 2026, 16:49 |
| Q3 2025 | 153 | $160,321,426 | +$6,041,439 | -$1,943,079 | +$4,098,360 | VIG, QQQ, VTI, VUG, VOO | 13F-HR | 10 Nov 2025, 15:45 |
| Q2 2025 | 149 | $144,530,452 | +$8,345,953 | -$2,807,944 | +$5,538,009 | VIG, QQQ, VTI, VUG, VOO | 13F-HR | 25 Jul 2025, 14:22 |
| Q1 2025 | 136 | $126,549,456 | +$3,693,528 | -$10,446,737 | -$6,753,209 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 22 Apr 2025, 17:10 |
| Q4 2024 | 145 | $139,672,554 | +$6,639,148 | -$4,455,384 | +$2,183,764 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 21 Jan 2025, 17:02 |
| Q3 2024 | 152 | $136,161,379 | +$12,712,707 | -$2,952,804 | +$9,759,903 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 17 Oct 2024, 16:46 |
| Q2 2024 | 130 | $121,459,300 | +$15,230,390 | -$4,943,527 | +$10,286,863 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 19 Jul 2024, 19:57 |
| Q1 2024 | 132 | $110,345,290 | +$19,380,001 | -$1,356,498 | +$18,023,503 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 29 Apr 2024, 13:12 |
| Q4 2023 | 103 | $85,395,201 | $0 | $0 | $0 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 19 Mar 2024, 08:32 |