Managed by M Wealth Management, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $27.6M | 590.0K | 0.00% | — |
| 2 | ? N/A — | $27M | 589.5K | 0.00% | — |
| 3 | ? N/A — | $26.6M | 657.0K | 0.00% | — |
| 4 | ? N/A — | $24.6M | 581.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $22.4M |
| 581.8K |
| 0.00% |
| — |
| 6 | O OKE — | $16.4M | 329.2K | 0.00% | — |
| 7 | O OKE — | $16.2M | 326.3K | 0.00% | — |
| 8 | O OKE — | $16M | 320.9K | 0.00% | — |
| 9 | O OKE — | $15.8M | 319.2K | 0.00% | — |
| 10 | O OKE — | $14.8M | 297.8K | 0.00% | — |
| 11 | S | $11.1M | 273.3K | 0.00% | — |
| 12 | S | $11.1M | 280.9K | 0.00% | — |
| 13 | S | $11M | 274.4K | 0.00% | — |
| 14 | S | $10.9M | 271.2K | 0.00% | — |
| 15 | S | $10.8M | 269.3K | 0.00% | — |
| 16 | V VGES — | $9.1M | 120.5K | 0.00% | — |
| 17 | V VGES — | $8.7M | 118.2K | 0.00% | — |
| 18 | V VGES — | $8.1M | 117.7K | 0.00% | — |
| 19 | B BTCW — | $7.9M | 157.2K | 0.00% | — |
| 20 | V VGES — | $7.3M | 117.4K | 0.00% | — |