13F Filings History of M3 Wealth Management, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$125,800,367
Signature - Title
Jay Kasting - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by M3 Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. M3 Wealth Management, LLC reported 117 stock holdings with total value $125,800,367 as of Q4 2025. Top holdings included IWB, V, AAPL, VOOG, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 117 $125,800,367 $0 $0 $0 IWB, V, AAPL, VOOG, MSFT 13F-HR 09 Feb 2026, 14:53