M Wealth Management, LLC — 13F holdings

M Wealth Management, LLC reported 61 holdings worth $130M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. DFAU DIMENSIONAL ETF TRUST — $31.7M (24.4%)
  2. PULS PGIM ETF TR — $14.6M (11.3%)
  3. TOTL SSGA ACTIVE ETF TR — $10.7M (8.2%)
  4. VXUS VANGUARD STAR FDS — $10.6M (8.1%)
  5. DIMENSIONAL ETF TRUST — $5.05M (3.9%)
  6. PDBC INVESCO ACTVELY MNGD ETC FD — $4.98M (3.8%)
  7. SCHP SCHWAB STRATEGIC TR — $4.78M (3.7%)
  8. USFR WISDOMTREE TR — $3.46M (2.7%)
  9. IAUM ISHARES GOLD TR — $3.21M (2.5%)
  10. DIMENSIONAL ETF TRUST — $2.83M (2.2%)