Managed by M3 Wealth Management, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | M MSFT — | $4.7M | 9.8K | 0.00% | — |
| 6 | V VGES — | $4.2M | 67.3K | 0.00% | — |
| 7 | G GOOG — | $2.8M | 9.0K | 0.00% | — |
| 8 | V VGES — | $2.7M | 10.6K | 0.00% | — |
| 9 | A AMZN — | $2.7M | 11.7K | 0.00% | — |
| 10 | C CVX — | $2.6M | 16.9K | 0.00% | — |
| 11 | V VZ — | $2.6M | 62.6K | 0.00% | — |
| 12 | I IAU — | $2.5M | 31.3K | 0.00% | — |
| 13 | J JNJ — | $2.2M | 10.8K | 0.00% | — |
| 14 | N NVDA — | $2.2M | 12.0K | 0.00% | — |
| 15 | X XOM — | $1.8M | 15.1K | 0.00% | — |
| 16 | V VYLD — | $1.7M | 34.4K | 0.00% | — |
| 17 | R RTX — | $1.7M | 9.2K | 0.00% | — |
| 18 | G | $1.7M | 5.3K | 0.00% | — |
| 19 | P PEP — | $1.7M | 11.5K | 0.00% | — |
| 20 | M MU — | $1.6M | 5.7K | 0.00% | — |