13F Filings History of M Wealth Management, LLC

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$114M
Signature - Title
Wesley W. Melbrod - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by M Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. M Wealth Management, LLC reported 49 stock holdings with total value $114M as of Q3 2025. Top holdings included DFAU, PULS, TOTL, VXUS, and SCHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 49 $114M +$2.6M -$2.84M -$244K DFAU, PULS, TOTL, VXUS, SCHP 13F-HR 10/21/2025, 03:13 PM
Q2 2025 46 $108M +$3.43M -$7.11M -$3.69M DFAU, PULS, TOTL, VXUS, USFR 13F-HR 8/11/2025, 03:57 PM
Q1 2025 46 $107M +$6.22M -$7.46M -$1.24M DFAU, PULS, TOTL, VXUS, USFR 13F-HR 5/14/2025, 08:19 PM
Q4 2024 44 $110M $0 $0 DFAU, PULS, TOTL, USFR, VXUS 13F-HR 1/23/2025, 02:20 PM