13F Filings History of M Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$114,900,180
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 48 stock holdings with total value $114,900,180 as of Q4 2025. Top holdings included DFAU, PULS, TOTL, VXUS, and SCHP.

Notify me when M Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $114,900,180 +$1,219,277 -$1,927,735 -$708,458 DFAU, PULS, TOTL, VXUS, SCHP 13F-HR 29 Jan 2026, 10:24
Q3 2025 49 $113,860,486 +$2,599,422 -$2,843,126 -$243,704 DFAU, PULS, TOTL, VXUS, SCHP 13F-HR 21 Oct 2025, 15:13
Q2 2025 46 $108,430,872 +$3,426,149 -$7,112,778 -$3,686,629 DFAU, PULS, TOTL, VXUS, USFR 13F-HR 11 Aug 2025, 15:57
Q1 2025 46 $107,333,796 +$6,218,811 -$7,459,019 -$1,240,208 DFAU, PULS, TOTL, VXUS, USFR 13F-HR 14 May 2025, 20:19
Q4 2024 44 $109,536,387 $0 $0 $0 DFAU, PULS, TOTL, USFR, VXUS 13F-HR 23 Jan 2025, 14:20