M3 Wealth Management, LLC has disclosed its latest holdings in a recent SEC filing, indicating a total of approximately $15.8 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio composition, which may influence its competitive position within the wealth management industry.

Background

M3 Wealth Management, LLC is an investment advisory firm based in North Royalton, Ohio. The company is registered with the SEC and operates under the Central Index Key (CIK) number 0002109365. The firm primarily engages in managing client portfolios, focusing on a range of investment strategies to meet client objectives. Its recent filings include various forms, with the latest being the 13F-HR submitted on November 9, 2026.

What the Filing Says

The recent filing indicates that M3 Wealth Management holds a total of 35 different securities, amounting to a total value of $15,804,948. The firm has made notable investments in large-cap companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., reflecting a strategy focused on established firms with strong market positions.

Impact

This update may affect various stakeholders, including clients of M3 Wealth Management who rely on the firm for investment management services. Additionally, the filing reflects broader trends in the wealth management industry, where firms are increasingly adapting their strategies to navigate market fluctuations and client preferences.

What's Next

The filing does not specify what happens next for M3 Wealth Management, but it is likely that the firm will continue to evaluate its portfolio and make adjustments based on market conditions and client needs.